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.
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 **Desired Qualifications:** + A BS/BA degree or higher in accounting, finance, or economics + CFA and/or CAIA designation + Experience developing and cultivating professional relationships + Ability to manage complex business processes associated with projects + Excellent verbal, written, and interpersonal communication skills + Knowledge and understanding of advertising: branding, merchandising, and collateral development + Strong analytical skills with high attention to detail and accuracy + Experience developing and implementing project level processes, procedures and performance metrics + Ability to negotiate agreements or contracts + Microsoft Office (Word, Excel, Outlook and PowerPoint) skills + Experience creating PowerPoint presentations including charts and graphs for investment clients **Job Expectations:** + This position is not eligible for Visa sponsorship **Posting Locations:** + 550 S. Tryon Street - Charlotte, NC 28202 + 2801 Market Street, F & L Building - Saint Louis, MO 63103 + Required location listed above. 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. 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. Employees at NISA are provided with a wide range of benefits, including health, dental, vision and life insurance options, paid time off, a competitive retirement plan, onsite cafeteria, fitness center, a health and wellness program and an educational assistance program. Candidates with a high degree of independent thinking, strong analytical and quantitative skills, and team-playing abilities who desire to make a difference are encouraged to apply. 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. 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. Saint Louis, MO30+ days ago 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 Significant investment industry and market knowledge Experience leading relationships with complex clients Demonstrable communication of both traditional and alternative investments to clients Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. 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. Clayton, Missouri9 days ago 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). Saint Louis, MO16 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. 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. Chesterfield, MO27 days ago 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. 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. St. Louis, MO30+ days ago 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. 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. 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. 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 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. 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. St. Louis, MO30+ days ago 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. 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. 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. St. Louis, MO30+ days ago 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. 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. 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. 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. Saint Louis, MO30 days ago Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. St. Louis, MO30+ days ago About Us: 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. 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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