Investment Analyst
Precision Wealth Strategies LLC
Job Description
Job Description
Investment Analyst
About Precision:
Precision Wealth Strategies is a boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both Individuals & Families and Businesses. Precision Wealth Strategies has a refined process empowering our clients to Think Bigger, accomplish more for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus - Planning with a Purpose. Precision Wealth Strategies is a rapidly growing boutique firm looking for new team members who are eager and ambitious to join and contribute to our continued success. Just as we preach to our clients with our planning, if done right through our precise process, YOUR CAREER can be an explosion!
Investment Analyst Role:
The Investment Analyst will be responsible for supporting the Senior Investment Analyst and the greater investment analyst team (PWS Investment Committee). The investment analyst role plays a integral part in the day-to-day investment operations at Precision Wealth Strategies.
Essential Functions/Responsibilities:
- Perform investment research on behalf of PWS and our clients to report to the Senior Investment Analyst.
- Execute financial analysis to support firm investment models and equity strategies.
- Complete daily Investment Management Team tasks, including, trading, portfolio structuring, cash flows, etc.
- Run annual analysis and review of client portfolios, suggesting adjustments to the portfolio analysis/planning team, where needed, and working to implement any needed
adjustments. - Participate in client meetings representing the investment analyst team.
- Develop financial plans for clients utilizing firm software.
- Support the advisor pods in assisting with client one-off financial analyses.
Qualifications:
- Bachelors degree required.
- Advanced degree or Finance/Accounting related credential is a plus.
- 2+ years experience in an Accounting or Finance related industry preferred.
- Excellent Verbal & written communication skills.
- Strong Problem solving and analytical skills
Precision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both Individuals, Families, and Businesses. PWS has a refined process empowering our clients to Think Bigger, accomplish more for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus.
Company Description
Precision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both Individuals, Families, and Businesses. PWS has a refined process empowering our clients to Think Bigger, accomplish more for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus.
$50k - $80k
...Join us at Precision Wealth Strategies as an Investment Analyst, where you'll play a vital role in supporting our dynamic investment team. You'll collaborate with senior analysts and contribute to the investment committee's strategic efforts. This position is key to our...SuggestedPrecision Wealth Strategies LLC
Saint Louis, MO1 day ago$54k - $79k
...Step into an Investment Analyst role at Lowes where Coaching isn't a checkbox but the whole point, in St. Louis, MO. Bring Coaching and Adaptability; we'll bring $54,000 - $79,000, a strong team, and the ownership that turns experience into impact. Key Responsibilities...SuggestedLive inWork at officeEnergy Innovation: Policy and Technology LLC
Saint Louis, MO17 hours ago$80k - $86k
Job Description Summary The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with regards to investment philosophy, solutions, and markets. This position provides analytical services and investment strategy...SuggestedWork experience placementWork at officeLocal area- ...how you can find your place here at Stifel, where success meets success . What You'll Be Doing KBW’s Investment Banking 10-Week Summer Analyst Program provides students with a hands-on introduction to the role of an Analyst. You will work alongside our banking...SuggestedSummer workSummer internship
Investment Banking Internship S
Saint Louis, MO1 day ago $80k - $86k
...Investment Strategy Associate The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with regards to investment philosophy, solutions, and markets. This position provides analytical services and investment...SuggestedWork experience placementWork at office- Investment Analyst (Summer 2027 Start Date) Description Hiring in multiple locations: Austin, TX; New Orleans, LA; & St. Louis, MO This position will start Summer 2027*** Role Overview Advantage Capital is seeking an Analyst to assist with financial analysis and forecasting...Work experience placementSummer workWork at office
- Advantage Capital Agribusiness Partners, LC is seeking an Investment Analyst for a Summer 2027 start in Austin, TX; New Orleans, LA; or St. Louis, MO. The role supports financial analysis and forecasting across sectors, with occasional travel to meet management and conduct...Summer work
- Gardner Capital, a private equity firm focused on affordable housing and renewable energy, is seeking a Financial Analyst II in St. Louis. You will lead complex financial analyses, build models, and support underwriting for acquisitions, refinancings, and development projects...
$80k - $86k
Job Description Summary: The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with regards to investment philosophy, solutions, and markets. This position provides analytical services and investment...Work experience placementWork at officeLocal area- ...organizing business entities. Work side by side with partners and carry meaningful responsibility in front of clients. Advise investment fund clients and the businesses they own as their transactions develop. What We're Looking For ~4 to 8 years of...Full timeWork at office
LAW FIRM , PLLC
Saint Louis, MO3 days ago - ...gap and goes and fills it. Deal work is rarely tidy, and the analyst who thrives here will be comfortable operating with incomplete... ...toward a plus• 1–3 years of experience in transaction advisory, investment banking, accounting, finance, or commercial banking; exposure...
LiveWell Partners
Saint Louis, MO3 days ago $77.2k - $96.5k
Qualifications: ~ Bachelor’s degree in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~...Full timeShift workWorld Wide Technology
Saint Louis, MO11 hours ago- ...Investment Operations SpecialistThe Investment Operations Specialist supports the processing and administration of public and private market investment transactions on behalf of client-facing advisory teams. This role serves as a primary point of contact for alternative...Temporary workWork at office
Moneta Corporation
Saint Louis, MO1 day ago $18 per hour
...Intern - Security Analyst At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional...Hourly payContract workTemporary workSummer workInternshipWork at officeLocal areaMonday to FridayFlexible hoursMidland States Bank
Saint Louis, MO12 days ago- Busey Bank is seeking a Credit Risk and Portfolio Management Analyst - 2nd Line of Defense to deliver precise and timely reports to the First Busey Chairman, Bank President, and Chief Credit Officer. The role supports portfolio management through data analysis, metrics,...
- ...Financial Reporting AnalystCandidates must be local to St. Louis, MOThe Financial Reporting Analyst is responsible for preparing, analyzing, and maintaining accurate financial and regulatory reporting. This role supports compliance, financial statement preparation, data...Local area
Ebs Recruiters
Saint Louis, MO1 day ago $64k - $75k
Position Summary The Credit Risk and Portfolio Management Analyst - 2nd Line of Defense will have the primary duty of providing accurate, timely, and succinct reports to the First Busey Chairman, Busey Bank President, Chief Credit Officer and Vice Chairman(s) of Credit...Temporary workWork at officeLocal areaFlexible hours$115.2k - $207.36k
Associate ActuaryThis role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy...Work experience placementWork at officeLocal areaFlexible hours2 days per week1 day per weekANTHEM INSURANCE COMPANIES INC
Saint Louis, MO1 day ago- Pricing And Product PartnerAssociate Actuary role in health insurance, with a strong focus on Medicare Advantage pricing in a hybrid St. Louis setting. You'll handle pricing, product and benefit design, valuation support, legislative impact analysis, and experience-rating...Work at office
Acturhire
Saint Louis, MO4 days ago $115.2k - $207.36k
Anticipated End Date: 2026-11-19 Position Title: Associate Actuary Job Description: Associate Actuary Anticipated job Posting End Date: 11/19/2026 This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing...Temporary workWork experience placementWork at officeLocal areaFlexible hoursDay shift2 days per week1 day per weekElevance Health
Saint Louis, MO3 days ago$90k - $100k
...Financial Operations AnalystStrong financial operations depend on more than accurate numbers. As a Financial Operations Analyst with Special School District, you will use your analytical skills to help the Finance team understand trends, anticipate needs, and make informed...Work at officeMonday to FridaySpecial School District of St. Louis County
Saint Louis, MO5 days ago$66.24k - $99.36k
...from the posting location(s) will not be considered for employment, unless accommodation is granted as required by law.The Actuarial Analyst is responsible for assisting in the determination of rates, analyzing, developing, and validating statistical data.How you will...Temporary workWork experience placementInternshipWork at officeLocal area2 days per week1 day per weekANTHEM INSURANCE COMPANIES INC
Saint Louis, MO4 days ago- ...Actuarial Analyst IIILocation: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with...Temporary workTraineeshipWork at officeLocal area2 days per week1 day per week
ANTHEM INSURANCE COMPANIES INC
Saint Louis, MO2 days ago - Donald Danforth Plant Science Center, Inc seeks a Sponsor Research Analyst to manage the financial administration of sponsored awards from setup through closeout. You will build budget models, track expenditures, and provide forecasting and variance analysis to support...
- WashU in Saint Louis is seeking a Finance Analyst for Clinical Trials who will oversee financial operations, budgeting, and forecasting for the department. You will ensure compliance with university standards and provide financial reporting and analysis for department directors...
- Gardner Capital is seeking an Asset Management Analyst to support financial and operating oversight of its affordable housing portfolio. The role emphasizes reviewing property financials, budgets, forecasts, and reporting, with close collaboration with property managers...
- The Sponsored Research Analyst at the Donald Danforth Plant Science Center in St. Louis, MO manages the financial administration of a portfolio of sponsored awards from setup through closeout, ensuring compliance and accurate reporting to PIs to inform research decisions...
- The Timberline Group in St. Louis, MO is seeking a Data Analyst to design and develop dynamic dashboards by integrating data from ERP systems. You will extract, transform, and consolidate data from multiple sources, ensuring accuracy and performance in reporting. The ideal...
$68k - $90k
...to a team that prides itself on the power of togetherness—We are Proudly Connected. Purely Driven. Position Summary As a Financial Analyst on the Financial Reporting team, you will help ensure the accuracy, integrity, and compliance of Nestlé Purina PetCare financial reporting...Interim role- Washington University in St. Louis seeks a Grants Specialist II to manage post-award financial reporting for sponsored programs. You will prepare and submit reports, reconcile expenditures, monitor deadlines, and support closeout activities while ensuring compliance with...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Analyst. Be the first to apply!
- investment Saint Louis, MO
- community investment Saint Louis, MO
- investment operations Saint Louis, MO
- investment firm Saint Louis, MO
- investment accountant Saint Louis, MO
- investment coordinator Saint Louis, MO
- investment writer Saint Louis, MO
- investment intern (private equity) Saint Louis, MO
- investment strategist Saint Louis, MO
- wells fargo investment banking analyst