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
- ...looking to add an Investment Analyst to our growing team. The Investment... ...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
- ...Trust Officer 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
$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- ...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
- Description Summary: The Trust Advisor II, as part of Huntington’s... ...‑selling to gather additional assets to expand customer relationships... ...Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation Demonstrated... ...proficiency Ability to multi‑task Exempt Status: Yes (not...AssetWork at officeRemote workWork from homeFlexible hours
- ...team in Kansas City, MO. This role focuses on financial analysis, investment evaluation, and market research related to alternative asset opportunities. The ideal candidate will manage project due diligence, analyze financial data, and build relationships within the investment...Asset
- Midwest-Trust-Company in Overland Park, Kansas, seeks a Middle Office Associate responsible for supporting Trust Officers with operational... ...operations and a commitment to maintaining compliance with fiduciary standards. Join us to help deliver exceptional service and...Work at office
- 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$158k - $187.5k
...Institutional sales team. The role involves overseeing asset sales management activities and developing strategies to acquire clients. Candidates must have a... ...with comprehensive benefits, including health insurance and retirement plans. #J-18808-Ljbffr Commerce TrustAssetFull time- Manager of Lab Strategy & Technical Operations Location: Overland Park... ...long‑term effectiveness of a multi‑disciplinary Smart Utility /... ...a shared, scalable enterprise asset. This role is hands‑on and execution... ..., and the ability to serve as trusted “remote hands” for engineers,...AssetWork experience placementRemote workFlexible hours
$107.55k - $182.84k
...Trust Administrator At FNBO, our employees are the heart of... ...and work with an investment portfolio manager to proactively perform... ...organization. About This Role: Fiduciary Expertise Serve as Trust... ..., investments and asset allocations including managing...AssetTemporary workWork experience placementLocal area- ...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
- ...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... ...programs & rewards Moneta is a fiduciary fee‑only Registered Investment...AssetTemporary work
- ...the Foundation’s endowment while collaborating across teams on asset allocation and manager selection. With a focus on equity investments, candidates must have extensive experience in a multi-manager portfolio context. The position requires strong analytical, problem-...Asset
$107.55k - $182.84k
...Summary of the Job: The Trust Officer will manage and administer... ...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 workFor contractorsWork experience placementLocal area- 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
- ...Summary:**The Investment Platform Analyst is responsible for overseeing... ...implementation of investment strategies for newly acquired wealth... ....Working closely with client portfolio managers, advisors, trading,... ...Coordinate the migration of client assets from legacy investment...AssetLocal area
$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 Industrial Asset Management Council, Inc is seeking a Portfolio Manager - Technology. This remote role focuses on managing technology strategy and portfolio governance to align with business objectives. You will lead initiatives related to facilities, asset lifecycle...AssetRemote job
$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... ...tied to the effort you put in A multi-faceted compensation package that...AssetWork at officeWork from homeHome officeFlexible hours$107.55k - $182.84k
Trust Administrator Overview Summary of the Job: The Trust Administrator... ...and work with an investment portfolio manager to proactively... ...the industry with regard to fiduciary matters (e.g., estate planning... ...administration, investments and asset allocations. Prepare...AssetTemporary workWork experience placementLocal area- ...strategic and execution‑oriented Campaign Strategy Associate Director to lead the... ...Translate campaign strategy into clear briefs, asset plans, and activation timelines. Execute... ...management best practices. Design and oversee multi‑touch nurture programs and campaign workflows...AssetFlexible hours
- ...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
- ...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
- ...governance and quality within a specific business domain. The Data Owner establishes data strategy and prioritizes goals while collaborating with various teams to manage data as a strategic asset. The ideal candidate should have at least seven years of experience in data or...Asset
$93k - $109k
...competencies.)For more than a century, Commerce Trust has been a leading provider of wealth... ...-exempt, partnership, gift, estate and fiduciary returns* Serve as a local resource for... ...technical and communication skills in a team and multi-location environment with high focus on...Work experience placementLocal areaShift work$24 - $26.5 per hour
...Required Degree High school Manage Others No Multi-Family Accountant (Overland Park, KS)... ..., certificates of insurance, and asset tracking. UTILITY ACCOUNTING Process Utility... ...VCR ledger. Collect, collate, and sort portfolio utility invoices from various utility vendors...AssetTemporary workWork at officeLocal areaFlexible hours
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