Trust Portfolio Analyst - Multi-Asset Fiduciary Strategy
Stifel Financial Corp.
Stifel Financial Corp. in Missouri is seeking a Trust Investment Analyst to support Portfolio Managers in managing discretionary investment portfolios. This role focuses on portfolio strategy implementation and monitoring across multi-asset class portfolios while ensuring fiduciary compliance. The ideal candidate has an Associate's degree, 3+ years in financial services, and is proficient in tools like Excel and Bloomberg. Stifel offers comprehensive benefits, including health care and a 401k plan. #J-18808-Ljbffr Stifel Financial Corp.
- ...What You'll Be Doing The Trust Investment Analyst is to support the Portfolio Managers in managing... ...is day-to-day portfolio strategy implementation, rebalancing... ...a board range of multi-asset class, multi-manager portfolios... ...teams to implement fiduciary appropriate investment...AssetWork experience placement
$87.4k - $123.4k
...and safeguard their net assets through personalized financial... ...recommend the “Personal Strategy” investment approach, adjusting portfolios to align with clients’... ...‑term relationships and trust. Ability to navigate... ...multiple client needs, meet multi‑product goals, and...AssetRemote job16 hoursTemporary workCasual workLocal areaRelocation packageFlexible hours$174k - $202k
...solutions across equities, fixed income, multi-asset, and private credit supported by a team... ...Asset Management International equity analyst pool reporting to the Director of... ...support multiple public equity product strategies in the Kansas City office with a focus...AssetWork at officeRelocationRelocation package- ...Description: As a Trust Officer for Midwest Trust... ...trust administration, fiduciary responsibilities, and... ..., managing trust assets, and ensuring compliance... ...Management: Partner with Portfolio Managers to develop... ...implement investment strategies for trust assets in alignment...AssetWork at office
- UMB is seeking a Digital Asset & Banking Strategy Analyst to support and develop strategies across digital assets and emerging technologies. This role involves assessing potential blockchain use cases, contributing to market analysis, and collaborating with technology...Asset
$50 - $60 per hour
A leading AI solutions firm in Missouri is seeking a Multi-Asset Analyst to enhance AI models for financial professionals. This remote role offers flexibility with full-time or part-time options, focusing on improving AI's understanding of finance, and requires an advanced...AssetRemote jobHourly payFull timePart time- ...Operations Specialist is a member of the Portfolio Operations team, providing... ...the development of risk-mitigation strategies. Build and maintain trusted relationships with professional advisors... ...stakeholders to coordinate asset movements, resolve discrepancies, and...AssetFull timeContract workWork at officeRemote work2 days per week1 day per week
$90.3k - $165.4k
...and Capital Markets, Wealth and Asset Management, Insurance, and... ...which financial institutions are trusted and flourish, and the global... ...in assurance, consulting, tax, strategy and transactions. Fueled by sector... ..., a globally connected, multi-disciplinary network and diverse...AssetSummer holidayFlexible hours$126.83k - $215.61k
...Private Wealth Advisor is a trusted advisor who will serve... ...will have Investible Assets of $5MM with... ...families manage and preserve multi-generational wealth.... ...investment management, fiduciary advice, specialized... ...relationship skills, sales strategies and engaging internal...AssetContract workTemporary workFor contractorsWork experience placementWork at officeLocal area- A Missouri based law firm is seeking an experienced Trusts and Estates associate to join their team. Candidates should have 2-6... ...role offers a strong understanding of utilizing trusts, tax strategies, and asset protection planning. It’s an excellent opportunity with a focus...Asset
$119k - $163k
Trust Counsel page is loaded## Trust Counsellocations: MO - Kansas... ...on all matters relating to fiduciary duties and discretion including... ...plans and specialty asset administration* Provide counsel... ...outside counsel and develop strategy in matters pertaining to fiduciary...AssetFull timeShift work- ...looking to add an Investment Analyst to our growing team. The... ...plan. The team supports the Asset Management team in day-to-day... ..., and guide asset management strategy. Conduct in-depth analysis... ...and contribute to a growing portfolio. Experience with real estate...AssetWork at officeImmediate startFlexible hours
- ...litigation and corporate boutique is seeking a Trusts and Estates associate to join their team.... ...: Utilizing trusts for various purposes Strategies for minimizing Gift, Estate, and... ...implementing business entities and succession plans Asset protection planning Excellent opportunity...Asset
- ...risk with business strategy, regulatory... ...governance functions for a multi‑billion ‑dollar... ...officers regarding fiduciary duties, governance... ...mortgage lending portfolio, including indirect... ...Management & Corporate Assets Oversee... ...operate flexibly as a trusted business partner....Asset
- ...professional responsible for assisting Trust Officers with operational... ...to trust administration, asset onboarding, account... ...maintaining operational excellence, fiduciary integrity, and regulatory compliance... ...trust accounting, custody, portfolio accounting, or wealth...AssetWork at office
- The Investment Analyst will support Subtext’s Investments team across the full lifecycle... ...underwriting, capitalization, and ongoing asset management. The Analyst will work... ...venture structures, and capitalization strategies. Perform market research and competitive...Asset
- ...Investment Research Analyst You will be a part of the centralized Nomura Asset Management International equity analyst pool reporting to the Director of Research... ...and will support multiple public equity product strategies in the Kansas City office with a focus on...AssetWork at officeRelocation
$122.7k - $317.2k
...States Job Description We Are: Technology Strategy, and we design and execute industry-... ...Technology Strategy you will: Serve as trusted advisor to the C-suite defining strategy... ...creation of well-articulated thought leadership assets that present innovative insight,...AssetWork at officeLocal area- ...consulting firm is looking for a Consultant to join their Power & Fuels Asset Advisory team in Kansas City. The ideal candidate will have... ...engaging in business development, making it a vital role in supporting client projects and strategies. #J-18808-Ljbffr Burns & McDonnellAsset
- ...the "lead advisor " across all assets. Expand Your Service... ...a culture that prioritizes fiduciary standards and long-term client... ...and wealth transfer strategies using the firm's expanded toolkit... ...Thorndale Partners, LLC Your trusted talent acquisition partner...AssetWork at office
$55k - $80k
...foundation is now the essential AI trust infrastructure for the... ...OPPORTUNITY The Security Analyst plays a key role in protecting... ...tokens, quarantining assets). Collaborate closely with... ...recommend practical mitigation strategies. Partner with engineering...AssetTemporary workWork experience placementWork at officeRemote work$124k - $280k
...implementation of innovative data strategies that drive business growth.... ...Data Engineer / Data Analyst / ML The salary range for... ...information, handling proprietary assets, or collaborating closely with... ...thoughtfully to establish a secure and trusted workplace for all....AssetFull timeH1b- ...ll Be Doing The Fund Banking Analyst is responsible for providing... ...the development of financial strategies for fund management. They work... ...Borrowers past performance, assets, or investors. Assist with various... ...Employer Stifel’s bank and trust companies are equal...AssetFull timeWork experience placement
$107.55k - $182.84k
...Trust Advisor At FNBO, our employees are the heart of our storyand... ...and work with an investment portfolio manager to proactively... ...organization. About This Role: Fiduciary Expertise Serve as Trust... ..., investments and asset allocations including managing...AssetTemporary workWork experience placementLocal area- ...Trust Officer A trust officer is a highly experienced, versatile fiduciary professional with a customer service focus. They are charged with the professional administration... ...with Operations to arrange for receipt of assets from prior custodians Initiate and monitor...AssetWork at office
$50k
...-to-face and virtual sourcing strategies (e.g., residential, business,... ...priorities, and concerns to accelerate trust and create personalized,... ...Earn salary, commissions, new asset compensation No ceiling to... ...to the effort you put in A multi-faceted compensation package...AssetWork at officeWork from homeHome officeFlexible hours- ...Specialized Fiduciary Officer A specialized fiduciary officer is a versatile fiduciary professional... ...with the administration of complex trust and estate accounts that require a high... ...Operations to arrange for delivery of assets from prior custodians, preparing and reviewing...AssetWork at office
- ...prosperity and security. As a trusted guide, you will provide personalized financial strategies, investment advice, and comprehensive... ...to protect and distribute assets according to the client's wishes... ...& rewards Moneta is a fiduciary fee‑only Registered Investment...AssetTemporary work
$57.76k - $124.17k
...Digital Asset & Banking Strategy Analyst The Enterprise IT Strategy team partners closely with product, IT, and operations leaders to shape and... ...AWS environments while driving innovation in areas like multi-region architecture, disaster recovery, and infrastructure...AssetWork experience placementLocal areaRemote workFlexible hours$71k - $125k
...in Overland Park, Kansas, is looking for an experienced asset manager to oversee a portfolio of performing and non-performing loans. Ideal... ...experience. The role involves developing asset management strategies, negotiating with stakeholders, and preparing financial...Asset
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