Portfolio Investment Specialist
1 week ago
We are seeking a highly skilled Portfolio Analyst to join our team at MRINetwork Jobs. As a Portfolio Analyst, you will play a critical role in supporting our client-facing consultants with investment needs.
Key Responsibilities:
- Develop and implement investment policies and asset allocation analyses to meet client objectives.
- Conduct thorough research and analysis of investment managers and their performance.
- Collaborate with consultants and other analysts to provide exceptional client service and support.
- Participate in client meetings and presentations to discuss investment strategies and performance.
- Stay up-to-date with market trends and regulatory changes to ensure compliance and optimal investment outcomes.
Requirements:
- Bachelor's Degree in a related field, such as finance or economics.
- Professional certifications, such as CFA, are highly desirable.
- At least 3 years of experience in investment analysis, client-facing roles, or related fields.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients, consultants, and internal stakeholders.
- Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed recommendations.
What We Offer:
- A competitive salary and bonus structure.
- A comprehensive benefits package, including health insurance, retirement plans, and paid time off.
- Opportunities for professional growth and development, including training and mentorship programs.
- A dynamic and supportive work environment, with a team of experienced professionals.
-
Portfolio Investment Analyst
1 week ago
Saint Louis County, Missouri, United States NISA Investment Advisors, LLC Full timeAbout NISA Investment Advisors, LLCNISA Investment Advisors, LLC is a leading investment management firm serving institutional clients. We seek bright and motivated individuals to contribute to our growing team of professionals.Key Responsibilities:Support the Portfolio Management team by utilizing tools to enhance and optimize trading and asset management...
-
Portfolio Investment Specialist
1 week ago
Saint Louis, United States MRINetwork Jobs Full timeJob OverviewMRINetwork Jobs is seeking a highly skilled Portfolio Analyst to support our client-facing consultants with investment needs.Key Responsibilities:Support consultants with complex investment needs, including creating investment policies, asset allocation analyses, and investment manager searches.Analyze and interpret investment performance,...
-
Investment Portfolio Specialist
2 weeks ago
Saint-Maudez, Bretagne, United States Burke & Herbert Bank & Trust Full timeInvestment Portfolio SpecialistWe are looking for an Investment Portfolio Specialist to assist Relationship Managers in the development of new lending opportunities and the oversight of the credit portfolio. This position will require close collaboration with the origination team and credit risk management to structure financial transactions, evaluate...
-
Portfolio Management Analyst
3 days ago
Saint Louis County, Missouri, United States NISA Investment Advisors, LLC Full timeAbout the RoleNISA Investment Advisors, LLC is seeking a highly motivated and analytical individual to join our Portfolio Management team as a Portfolio Management Analyst. As a key member of our team, you will assist in constructing and supporting portfolios for some of the largest institutional investors in the world.Key ResponsibilitiesAssist in the...
-
Portfolio Management Analyst
1 week ago
Saint Louis County, Missouri, United States NISA Investment Advisors, LLC Full timeAbout NISA Investment Advisors, LLCNISA Investment Advisors, LLC is a leading investment management firm serving institutional clients. Our mission is to provide customized investment solutions that meet the needs of our clients.Job SummaryWe are seeking a Portfolio Management Analyst to join our team of professionals. In this role, you will assist the...
-
Portfolio Management Professional
1 week ago
Saint Louis County, Missouri, United States NISA Investment Advisors, LLC Full timePortfolio Management ProfessionalNISA Investment Advisors, LLC is a leading investment management firm that offers customized solutions for tax-exempt and taxable institutional clients. We are seeking a highly motivated and analytical individual to join our team as a Portfolio Management Professional.About NISA Investment Advisors, LLCNISA Investment...
-
Associate Portfolio Strategist
3 days ago
Saint Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Portfolio Investment Strategist
2 weeks ago
St Louis, Missouri, United States Alberici Full timeCompany Overview:Alberici is a prominent construction firm headquartered in St. Louis, Missouri, employing over 1,200 professionals and generating $1.5 billion in revenue. We specialize in delivering innovative construction solutions across various sectors, including automotive, commercial, civil, energy, food & beverage, healthcare, heavy industrial,...
-
Portfolio Consultant
3 weeks ago
Saint Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Portfolio Consultant
3 weeks ago
Saint Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Associate Portfolio Strategist
3 days ago
Saint Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Analyst, Portfolio Management
1 week ago
St Louis, United States NISA Investment Advisors Full timeAnalyst, Portfolio Management OverviewNISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients. NISA manages over $274 billion in fixed income and equity securities and over $164 billion in derivative notional value. We seek bright, motivated individuals who can contribute to our growing...
-
Analyst, Portfolio Management
3 days ago
St Louis, United States NISA Investment Advisors Full timeOverview: NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients. NISA manages over $274 billion in fixed income and equity securities and over $164 billion in derivative notional value. We seek bright, motivated individuals who can contribute to our growing team of professionals....
-
Portfolio Consultant
3 days ago
St Louis, Missouri, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled Portfolio Consultant to join our team at Edward Jones. As a Portfolio Consultant, you will play a critical role in delivering high-quality investment advice and portfolio management services to our clients.Key ResponsibilitiesPartner with financial advisors to deliver tailored investment advice and strategies to...
-
Investment Portfolio Strategist
1 week ago
St Louis, Missouri, United States Helping People - United Way of Greater St. Louis Full timeJob OverviewAt Helping People - United Way of Greater St. Louis, we are dedicated to uniting individuals and organizations to address the most urgent challenges in our community. Our mission goes beyond daily tasks; it is about making a significant difference in the lives of those we serve.Position Summary:The Portfolio Manager plays a vital role within the...
-
Team Leader
3 days ago
Saint Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Team Leader
6 days ago
Saint Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Team Leader
3 days ago
Saint Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Portfolio Analyst
1 week ago
Saint Louis, United States MRINetwork Jobs Full timeJob DescriptionJob DescriptionPortfolio AnalystOur client is one of the world’s largest investment and advisory firms focused exclusively on providing sophisticated, creative investment expertise to a select group of clients(Institutional and HNW/UHNW Families).They need a Portfolio Analyst that will support the client facing consultants with investment...
-
Senior Portfolio Strategist- High Net Worth Team
2 weeks ago
Saint Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...