div class="WordSection1">| Job Location: | Chesterfield, MO |
| JobTitle: | Investment Planning Analyst |
TypeofPosition:Full-time. - Case Prep
- Each of the below will need to be learned and mastered as quickly as possible – note that Illustrations and PXs are created via proprietary software
- Illustrations.
Chesterfield, Missouri18 days ago div class="col col-xs-7 description" id="job-description">| Job Location: | Chesterfield, MO | | JobTitle: | Investment Planning Analyst |
TypeofPosition:Full-time. - Case Prep
- Each of the below will need to be learned and mastered as quickly as possible – note that Illustrations and PXs are created via proprietary software
- Illustrations.
SAINT LOUIS, MO4 days ago They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Required Qualifications: - 5+ years of Product Management, product development, strategic planning, process management, change delivery experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Chesterfield, MO5 days ago Working under close direction from a Director or Senior Analyst, the Associate supports the daily production of investment reports across assigned channels - including data input gathering, template population, validation support, and delivery coordination. - Support the production of assigned investment reporting outputs under supervision by gathering data inputs, populating report templates, and organizing materials for review.
St. Louis, Missouri24 days ago With $462 billion assets under management ($295 billion in physical assets and $167 billion in derivatives notional value), NISA actively manages risk for institutional investors, providing clarity to complicated challenges and stability in ever-evolving markets. Overview: NISA Investment Advisors, LLC (NISA) partners with world-leading organizations to design, develop, and manage highly customized, risk-controlled investment strategies across fixed income, equities, and derivatives. This highly visible team supports advisors serving high‑net‑worth clients by building and maintaining access to alternative investment offerings, including private equity, private credit, and private real estate. The Alternative Investments team within Edward Jones' Wealth Management Advice and Solutions (WMAS) division is expanding to meet growing client demand and increased firm focus on private market solutions. Chesterfield, MO30+ days ago The Executive Director partners closely with Investment leaders, Technology, Data, and Architecture teams to ensure solutions are fit for purpose and ready for adoption. The Executive Director, Investment Business Analysis is a senior delivery and functional leader responsible for overseeing business analysis execution across major investment initiatives. p>Responsibility Summary: - Support active investment risk research and portfolio construction analysis to ensure Advisory multi‑asset class models, Bridge Builder mutual funds, asset allocation models, and SMA equity portfolios align with stated investment objectives and the firm's investment risk framework.
- Partner with Investment Risk Managers to provide independent risk oversight of portfolio construction, optimization, and ongoing risk monitoring across Advisory model portfolios, Bridge Builder mutual funds, strategic and tactical asset allocation models, and SMA equity portfolios.
St. Louis, MO30+ days ago This role can be based in Chicago, Minneapolis, St. Louis, Los Angeles, King of Prussia, New York, Boston, Norwalk, or Atlanta and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Clayton, Missouri13 days ago div>The CIC Fund Investments will support the VP, Equity Investment Manager and help lead the underwriting and project management of LIHTC fund investments with the bank’s syndicator partners. $70,000 - 140,000 Annual Salary The compensation range represents the anticipatedlow and high end of the base compensation range for this position. Saint Louis, MO20 days ago They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the worlds most prominent corporate, institutional and government clients under the J.P. Chesterfield, MO30+ days ago p>The Executive Director is accountable for ensuring that investment data is accurate, consistent, and fit for downstream consumption across all Investment Operations, Investment Accounting, Portfolio Management, Risk, and Compliance functions - and that data quality issues are identified, escalated, and resolved with rigor and speed. - 10+ years of progressive investment operations or data management experience with deep specialization in investment reference data, data quality governance, or position reconciliation within an insurance company, asset manager, reinsurer, or large institutional investment organization.
Owns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams. Serve as the primary operational partner to Legal and Compliance, influencing the design of practical and effective control environments, supporting audits and regulatory examinations, maintaining clear separation of policy ownership and control execution, and leading a scalable, technology-enabled Compliance Operations function and team. The role is responsible for building and leading a dedicated Investment Compliance Operations function, including the design and institutionalization of a scalable operating model, team structure, and governance framework aligned with the continued growth and increasing complexity of RGA's global investment platform. Chesterfield, MO30+ days ago Education & Experience Bachelor's degree in accounting, finance or a related field CPA a plus 4+ years of related experience [OR] equivalent level of education and experience Knowledge, Skills, & Competencies Experience with investment accounting preferred Experience with insurance investment accounting systems (e.g., CAMRA, Singularity, Clearwater, Bloomberg) a plus Strong analytical and problem-solving skills, including ability to research and apply investment accounting guidance Proficiency in Microsoft Excel and ability to work with large datasets Effective written and verbal communication skills, with ability to present findings to management Ability to exercise sound judgment, pay attention to detail and manage multiple priorities Compensation Overview The base salary range for the position is listed below. Our personal and professional growth benefits include: Training & certification opportunities Tuition reimbursement * Education bonuses Diversity & Inclusion Our goal is to attract, develop and retain the best employee talent from diverse backgrounds while promoting an environment where all viewpoints are valued and individuals feel respected, are treated fairly, and have an opportunity to excel in their chosen careers. p>The CIC Fund Investments will support the VP, Equity Investment Manager and help lead the underwriting and project management of LIHTC fund investments with the bank's syndicator partners. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). p>• Evaluates credit worthiness and provides analysis and decisioning on whether a client should receive a credit facility • Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver credit solutions • Monitors the clients operating performance and financial condition proactively identifying issues and opportunities • Delivers financial modeling, loan structure, industry, economic, and other analysis to team members to support the loan decision-making process • Ensures adherence to credit policies, guidelines, procedures, and applicable regulatory requirements. • Strong financial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streams • 10 years of commercial and/or private wealth management credit experience • Strong negotiation and communication skills • Proficiency in Word, Excel, and PowerPoint • Excellent interpersonal skills and the ability to build business partnerships with risk services and client teams who may not be co-located. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities:Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients. Saint Louis, MO2 days ago They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Desired Qualifications: Strong understanding of investment products, lending solutions, and product due diligence processes, including experience working with financial advisors on options for investment product and lending decisions.
Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities:Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients. St. Louis, MO30+ days ago li>Own finance operations processes that drive forecast accuracy, capacity alignment, and margin performance, while leading cross-functional strategic initiatives that improve cost discipline, profitability, and scalable decision-making frameworks. The Senior Manager Investment & Capacity Planning is responsible for leading revenue forecasting, capacity planning, cost modeling, and margin optimization for the Price Optimization business. St. Louis, MO30+ days ago li>Synthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access. Saint Louis, MO5 days ago They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. The Underwriter will be on the Alternative Investments Financing team providing custom credit solutions focused on credit delivery to Private Capital and Hedge Fund Managers, as well as to family offices and Ultra High Net Worth individuals with significant Private Capital and Hedge Fund investment portfolios. p>Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. St. Louis, MO30+ days ago p style="line-height:normal">United Way of Greater St. Louis mobilizes people, resources, and partnerships around a single, powerful goal: helping individuals and families live their best possible lives. Louis region, working collaboratively with nonprofit partners, funders, and internal teams to strengthen outcomes, deepen impact, and drive meaningful, measurable change. As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives. Key duties include processing daily lockbox and credit card deposits, balancing bank reconciliations with PNC statements, and utilizing Oracle and Converge systems to manage vendor invoices and account updates. The Cash and Investment Clerk is a Level III clerical role within the Passenger Revenue department responsible for the end-to-end administration of transit pass sales and financial reconciliation. Are you an experienced leader looking to make a meaningful impact within a growing Investment Advisory platform Do you thrive in fast-paced environments where your decisions influence client outcomes regulatory expectations and firm-wide supervisory excellence If youre inspired by leading high-performing teams and shaping advisory oversight at scale we invite you to explore this opportunity. This role offers the chance to work directly with branch leaders internal business partners and firm leaders-strengthening the quality consistency and integrity of supervisory decisions across thousands of client relationships. p>The Media Investment Strategist (Traditional Media Buyer) is primarily responsible for the tactical planning, purchase, execution and delivery of approved media plans in traditional media (television, radio, print, out of home), as well as in related digital video and audio channels. California Residents - Please review our Privacy Notice here. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html. Saint Louis, Missouri30+ days ago Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. ACG delivers investment consulting and advisory services such as multi-asset allocation, research and related investment services to institutions and ultra-high net worth individuals and families. p>Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Administration Analyst for our Proprietary Funds Accounting Oversight ("PFAO") team, whose primary goal is to provide oversight of the Bridge Builder Trust mutual funds and Edward Jones Money Market Fund. - Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, building workflows, new product launches, and regulatory initiatives, etc.).
The position is responsible for monitoring technology spend, evaluating business cases, identifying risks and opportunities, and improving financial visibility across projects and strategic initiatives to enable informed decision-making and disciplined investment management. Support annual budget cycles, quarterly forecasts, monthly close activities, and strategic planning processes for the Global Technology function, ensuring data integrity across portfolio finance reporting by validating assumptions, source data, and system outputs.
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