Investment Performance Analyst - Client Reporting
Guggenheim Securities
Guggenheim Securities is looking for a Performance Analyst in their St. Louis office. The successful candidate will manage data collection from investment managers and custodians, produce client reporting packages, and prepare management-level reports analyzing performance data. A Bachelor's degree and experience in the financial services industry are preferred, along with proficient Microsoft Excel skills. The role provides an opportunity to work closely with internal consultants and other business partners in a team-oriented environment. #J-18808-Ljbffr
- ...through its subsidiary Asset Consulting Group (ACG), is seeking a competent Performance Analyst for their St. Louis office. This position involves managing data collection and creating client reporting packages while ensuring accuracy and attention to detail. The ideal...SuggestedWork at office
$60k - $63k
...A global real estate services firm is seeking a Client Accountant in St. Louis, Missouri. Responsibilities include managing cash and accrual functions, preparing financial reports, and collaborating with clients and property management. The ideal candidate will have a...Suggested- ...come first. With over 9 million clients and 20,000 financial advisors... ..., develops, and inspires performance excellence and a sense of belonging... ..., Inclusion and Citizenship Report ( . ¹Fortune 500, published... ...Finance is seeking a Senior Analyst to support the Accounting...SuggestedTemporary workWork experience placementWork at officeHome officeFlexible hours
- &Partners is seeking an Investment Analyst to join our growing investment team in St. Louis. This... ...Develop quantitative tools, automate reporting, and improve investment analytic Collaborate... ...commentary, presentations, and client-facing materials Qualifications &...Suggested
- ...for a culture that puts its clients and associates first: a... ...You'll Be Doing The Trust Investment Analyst is to support the Portfolio... ...for higher level analytical reports to assist the overall team... ...areas Monitor portfolio performance, asset allocation guidelines...SuggestedWork experience placement
$80k - $110k
...Governance & Investment Review Board (IRB) Analyst Are you a tech enthusiast who... ...federal, state, and commercial clients. With a team of highly... .... Reviews MS Excel reports from budgeting groups and... ...and Greentree's yearly performance. Location: The Greentree...Full timeTemporary workLocal areaRelocation packageFlexible hours$50k - $80k
...Investment Analyst Role: The Investment Analyst will be responsible for supporting... .... Louis, Missouri, serving clients across the Nation. Precision... .../Responsibilities: • Perform investment research on behalf of PWS and the clients to report to the Senior Investment Analyst...- ...Twain Financial Partners in St. Louis, MO is seeking a Portfolio Servicing Analyst to manage financial reporting for various assets. This full-time position involves analyzing performance, ensuring data integrity in systems, and collaborating with Asset Managers. Ideal...Full time
- ...Consulting Group (ACG) is seeking a Performance Analyst. Reporting to the Manager of Performance Reporting... ...and coordinate data collection from investment managers and custodians with an... ...for use across departments. Establish client accounts on reporting system Create...Work at office
$30.55 - $35.8 per hour
...Because our number one investment is you. Creating an... ...to ensure each client's financial journey is... ...and deposit portfolio reporting and execution of portfolio... ...regulations, and laws Perform other duties as... ...Collateral & Reporting Analyst - CTC job and contemplates...Hourly payFull timeShift work- ...strives for a culture that puts its clients and associates first: a culture where... ...You'll Be Doing Stifel’s 10-week Investment Banking Summer Analyst Program provides students with a hands... ...projections or potential transactions Perform financial and valuation analysis...Summer workWork at office
- ...What You'll Be Doing KBW’s Investment Banking 10-Week Summer Analyst Program provides students with a hands‑on... ...projections or potential transactions Perform financial and valuation analysis... ...understanding of sector trends Prepare client presentation materials in...Summer workSummer internship
- An established industry player is seeking a motivated Client Acquisition Coordinator to drive client engagement and appointment setting... ...webinars. Your ability to nurture relationships and analyze performance metrics will be key to achieving growth targets. Join a...
- Nidec Corporation in St. Louis is seeking a Financial Analyst I. This entry-level role involves supporting financial analysis, reporting, and planning activities under supervision. Responsibilities include preparing financial reports, assisting with budgeting and forecasting...
- Lexicon is seeking a Client Acquisition Representative in St. Louis, Missouri. This role is vital in converting client inquiries into... ...clients with professionalism. The position offers opportunities for overtime and performance-based incentives. #J-18808-Ljbffr Lexicon
- ...Clayton, Missouri, is seeking a Portfolio Analyst & Trader to provide support for the Wealth Management investment team. The role involves monitoring client account cash levels, managing... ...portfolio trading activities, and preparing reports for client conversations. The ideal...
- ...(ACG) is seeking a Portfolio Analyst to provide investment-related support on a select group of client relationships. This position... ...St. Louis office and will report onsite. Essential Job Functions... ...and interpreting investment performance Serve as direct day-to-day...Work at office
- VetJobs is looking for a Financial Analyst responsible for supporting key initiatives within Equifax Workforce Solutions. The role involves financial reporting and close processes, including preparing presentations for leadership and assisting in budgeting. The ideal candidate...
- ...Job Title: Portfolio Analyst & Trader Job... ...the Wealth Management investment team. Also supports the... ...Responsible for monitoring client account cash levels... ...Prepares committee level reports to be reviewed in the... ...Exams and Audits. Performs regular checks on custodial...Work at officeLocal area
- ...A technology consulting firm is seeking an Organizational Performance Analyst in the St. Louis area. The role focuses on designing and enhancing workforce reports, ensuring data quality, and providing analytical solutions. Applicants should have at least 2 years of experience...Contract work
$35 - $50 per hour
...Technology Partners is currently seeking a talented Organizational Performance Analyst. Do you have experience reporting and analyzing workforce data in a professional environment using research and database software? Let us help you make your next big career move a reality...- Investment Analyst Role The Investment Analyst will be responsible for supporting the Senior Investment Analyst and the greater investment... ...management firm headquartered in St. Louis, Missouri, serving clients across the Nation. The firm is rapidly growing and looking...
- ...seeking a Lifecycle Acquisition Analyst - Mid to support the National... ...program cost, schedule, and performance. Responsibilities:... ...Statements (PWS), Market Research reports, and Justifications & Approvals... ...a Difference for Country and Client," reflects our deep...Contract workImmediate startFlexible hours
$40 - $45 per hour
...insight into our current and future workforce. As an Organizational Performance Analyst in the IT Workforce Analytics team, you play a key role in executing, designing, and improving key workforce reports. If you have a passion for data and supporting strategic...Contract workLocal area$66.5k - $86k
...perks, and a strong community impact, we invest in your success—both personally and... ...timeframes, we actively support our co‑workers, clients, and community. Many of our managers... ...Description: As an Accountant II, Financial Reporting, you will play an important role in...Work at officeWork from homeFlexible hours3 days per week$55k - $70k
...The Accountant, Financial Reporting will work closely with management and others to ensure... ...service surrounding the Company values Perform other duties as assigned Qualifications... ...to communicate effectively with peers, clients, and management Positive attitude and continuous...- ...INTERNATIONAL LTD in St. Louis is seeking a detail-oriented Pension Actuary to join their Defined Benefit team. The role involves managing a client portfolio of pension plans, providing actuarial and consulting support for a diverse range of clients, including governmental and...
- ...St. Louis is seeking a Staff Accountant I to support financial reporting, operational accounting, and budgeting processes within the distribution center. This role involves analyzing financial performance, preparing internal reports, and assisting with month-end close...
- ...Job Title Senior Client Accountant Job Description Summary Responsible for all phases... ...accounting principles, including financial reporting for clients, projects, or business... .... Job Description Essential Job Duties: Perform Full Cycle Accounting to include analysis...Minimum wageWork experience placementFlexible hours
$60k - $63k
...Job Title Client Accountant Job Description Summary Responsible for the performance of cash and accrual management functions, general ledger accounting, and financial reporting. Use established accounting principles to work under limited supervision and to consistently...Work experience placementFlexible hours
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