Advisory Trading Analyst: Portfolio Rebalancing
Stifel Financial Corp.
Stifel Financial Corp. in the United States is hiring an Advisory Trading Analyst to execute trades within internal advisory programs and maintain model portfolios. You will ensure trades are executed, priced, and uploaded, while collaborating across departments to complete daily tasks. You will review cash and positions, provide trading support to financial advisors using Vestmark, and help generate regulatory reports to stay compliant. This role emphasizes accuracy and teamwork. #J-18808-Ljbffr Stifel Financial Corp.
- ...success meets success . What You'll Be Doing The Advisory Trading Analyst is responsible for trading discretionary... ...responsible for transactions associated with portfolio changes, model maintenance, periodic rebalancing, and monitoring accounts to ensure that model...SuggestedImmediate start
$80.55k - $115k
...payments. We hope you’ll join us. We can’t do it without you. This analyst serves as a key advisor within Jack Henry’s Third-Party Risk... ..., supporting highly complex business areas and providing advisory guidance to enterprise risk, operational risk, and other governance...SuggestedFull timeWork at officeLocal areaRemote work$66.02k - $110.24k
...Consulting Analyst We believe real value is powered by the unique skills and experiences... ...in Black & Veatch's Infrastructure Advisory Business to support our rapidly growing... ...Infrastructure Advisory Business provides a portfolio of solutions focused on the asset...SuggestedFull timePart timeWork experience placementInternshipWork at officeLocal areaRelocationVisa sponsorship$175k - $225k
...want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of... ...standard data sourcesTo land this role you will need:Senior Sell Side Analyst with 15+ names under coverageDisplays integrity, teamwork and a...SuggestedPermanent employmentFull timeWork at office$128k - $252.5k
...transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost... ...create the most value. The team advises on growth strategy, portfolio strategy, market positioning, business model innovation, and...SuggestedLocal areaVisa sponsorship- ...About Shamrock Trading Corporation Shamrock Trading Corporation is a family of brands that has been serving the transportation and... ...Shamrock HR is seeking a detail-oriented HR Reporting Analyst to support reporting, analytics, and internal workforce insights...Work from home
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$112.5k - $147.5k
...be responsible for: Circle is looking for an experienced Senior Analyst, IT Internal Controls & SOX Compliance to join the Internal... ...experience in IT Audit, IT SOX Compliance, Internal Controls, Risk Advisory, or related fields.Bachelor's degree in Accounting, Information...Flexible hours- Core & Main LP in St. Louis seeks a data analyst to gather disparate data sources, normalize data, and ensure high data quality for analysis. You will prepare reports with charts and graphs, perform cost analyses, define data definitions, and present findings to stakeholders...
- ...Doing The Manager Research Sr. Analyst significantly contributes to... ...(SMAs), and Exchange-Traded Funds (ETFs). The Traditional... ...invested across various fee-based advisory platforms and trust company programs... ..., chief investment officers, portfolio managers, and analysts) and...Home office
- ...within established frameworks). Synthesize complex data into clear, actionable reports and dashboards illustrating risk exposure and portfolio trends for senior leadership and risk committees.Risk Project Delivery: Successfully manage the execution of multiple high-...
- ...our workforce, safety, quality, and compliance. Our diverse work portfolio includes broad accreditation offerings and tested insights... ...and nutrition and life science markets. JOB SUMMARY The Analyst I, working in an accredited commercial laboratory , provides...
- ...not just report on it. We are looking for a seasoned workforce analyst who can build and own the models that drive hiring, coverage, effecti... ..., or Account Management environments. Familiarity with portfolio-based roles where account complexity drives workload models....Temporary workLocal areaRemote workShift work
$88k - $141k
...governments realize their greatest potential. Title And Summary Senior Analyst, IBM OpenPages Our Purpose Internal Audit provides independent,... ...effectiveness of risk management. Internal Audit also performs advisory and consultative services to support business owners as they...Full timePart timeRemote workWorldwideFlexible hours- We’re Looking for an Experienced Senior Business Systems Analyst!About the Company:Security Benefit is a leader in the U.S. retirement... ...Senior Business Systems Analyst position reports to the Manager, Portfolio Strategy & Delivery, and can be based out of our home office in...Full timeTemporary workRemote workHome officeFlexible hours
- ...eCommerce and ERP solutions and flexible trade credit options, TreviPay brings 40 years... ...environment. As a Pre-Underwriting Analyst I, you'll be responsible for coordinating... ...analyses and quality assurance across all portfolios Initiate communication (via phone & email...Temporary workFlexible hours
- ...Corporation is responsible for the administration, analysis, and oversight of reserve requirements for an assigned multifamily mortgage portfolio. You will evaluate reserve disbursements, ensure compliance with loan documents and investor guidelines, and work with Asset...Remote job
- ...and real estate-focused companies located throughout the United States. Platform’s experienced team seeks to add value to client portfolios by applying its knowledge of the long‑term cycles and macro‑economic trends that shape the real estate market in order to create...Temporary workFor contractorsWork experience placementCasual workInternshipWork at officeLocal area
- POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s)(FAs)/ Private... ...in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials...Work at officeLocal area
- Investment Banking Analyst (Part-Time / During Academic Year) Fireclay Partners offers a high-impact remote internship experience for... ...students interested in investment banking and private markets advisory. Our analyst internship program is designed to immerse students...Remote jobPart timeWork experience placementInternship
$100.4k - $150.6k
...modern fintech and neo-bank. We are seeking a Senior Lending Analyst to drive portfolio performance analysis and credit strategy development across... ...data-driven insights to evaluate portfolio health, assess trade-offs, and recommend strategies that support responsible...Minimum wageTemporary workWork experience placementLocal area- POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s)... ...teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials...Work at officeLocal area
- ...Reserve Associate to oversee repair and replacement reserves, immediate repairs, and capital improvements for a multifamily mortgage portfolio. The role involves evaluating reserve disbursements, ensuring compliance with loan documents and investor guidelines, and working...Remote jobImmediate start
- Deal Desk Analyst | Remote, USA Optiv is seeking a Deal Desk Analyst to work remotely from the United States. The role focuses heavily... ...years in data analytics, consulting, client services, pricing advisory, or deal desk roles preferred. Experience working in a front‑line...Remote jobLocal areaWork from home
- ...and perspectives to use.The Opportunity The Project Controls Sr Analyst - Cost is a senior level position assigned to an Oil and Gas... ...engaged, productive, safe and healthy.Our comprehensive benefits portfolio is a key component of this commitment and offers an array of health...Full timePart timeWork experience placementWork at officeRelocationHome officeVisa sponsorshipLong distanceFlexible hoursShift work
- ...Description Job Description About the Role: The Appraisal Analyst plays a critical role in the real estate and lending industry... ...and internal guidelines, thereby mitigating risk for loan portfolios. The analyst collaborates closely with underwriters, loan officers...Weekend workAfternoon shift
$55k - $65k
...Summary The Business Intelligence Analyst will leverage their business and technical knowledge to design, develop, and implement reports... ...Power BI, DAX, M, and SQL to expand and optimize the Bank’s portfolio of enterprise reporting and analytics. Improve the bank’s...Full timeTemporary workWork at office- Security Benefit is seeking an experienced Actuarial Associate to support pricing and product initiatives for annuities and retirement products. The role is based at our Kansas home offices in Overland Park or Topeka with a hybrid on-site/remote arrangement. You will perform...Remote workHome office
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