Portfolio Reporting & Asset Management Analyst
Twain Financial Partners
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 candidates will have a B.S./B.A. in Accounting or Finance, along with 1-2 years of relevant experience in finance or accounting roles. Strong analytical and communication skills are essential for success in this dynamic environment. #J-18808-Ljbffr Twain Financial Partners
$57.4k - $98.35k
...and midsize businesses, and law firms. As the Business Analyst, Report Management, you are responsible for developing, maintaining, and evolving... ...maintain role-based security protocols for all reporting assets, ensuring appropriate data access, compliance with...AssetWork at officeLocal areaRemote work- Guggenheim Partners, 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...AssetWork at office
$40 - $50 per hour
...Software License Management Analyst - Microsoft Location: St. Louis, MO (Hybrid) Pay: $4... ...the Agile framework, operating client's asset management tools, and adhering to client... ...to manage spend. Create and analyze reports for stakeholders as requested....AssetContract work- ...Description: The Business Analyst - Readiness - is an... ...expertise, program management, and leadership to... ...Analysis (BPA/BIA) Program Portfolio to include below in... ...nation's most critical assets, from Earth to cyberspace... ...fraud and how to report it, please refer to ....AssetLocal areaWorldwideRelocationFlexible hours
$106.25k - $125k
Job Title Sr. Business Analyst, Business Intelligence Job Description... ..., developments, and portfolio optimization. Provide strategic... ...Partner with acquisitions, asset management, and development teams to align... ...intelligence, real estate, reporting, or a related field...AssetMinimum wageWork at officeFlexible hours- ...Portfolio Analyst Asset Consulting Group (ACG) is seeking a Portfolio Analyst to provide investment... ...located in the St. Louis office and will report onsite. Essential Job Functions... ...allocation analyses, conducting investment manager searches, as well as analyzing and...AssetWork at office
- ...Summary The Senior Financial Reporting Accountant is a key contributor to... ...Compliance and Process Improvement Manage external financial audit... ...processes. Leases & Fixed Assets Oversee the company's lease portfolio and ensure proper recognition and...Asset
- ...Associate Portfolio Manager Reports to: Sr. Manager Status: Exempt, Full Time Moneta is an independent Registered Investment Advisor (RIA... ...day management and maintenance of accounts in our turnkey asset management platform, Eclipse. With your hands in every...AssetFull timeTemporary work
- ...MO, with over $6 billion in assets under management within the public-private... ...risk management of the Twain portfolio. The portfolio consists of... ...The Portfolio Servicing Analyst (“PSA”) will work closely with... ...required financial and compliance reporting for each managed asset. The...AssetFull timeFlexible hours
- ...problems. Every product, strategy, or asset we create must be both beautiful and... ...align incentives across Human Agency and portfolio engagements. Build BD systems and... ...for revenue outcomes: set targets, manage forecasts, and report performance to senior leadership....AssetFull timeFor contractorsRemote work
$60k - $75k
...credit analysis, monitoring portfolio performance, and assisting in... ...and effective portfolio risk management. Primary Responsibilities... ...borrower performance, financial reporting requirements, and covenant... ...to mitigate risk and protect asset quality. Collaborate with...AssetFull timeTemporary workImmediate startMonday to Friday- ...The Business Development Manager – New Business will work to establish... ..., languages, skills, portfolio, writing samples • References... ...in a merger, acquisition, or asset sale, your data may be transferred... ...equal employment opportunity reporting and diversity initiatives....AssetContract workWork at officeLocal areaRemote workRelocationHome officeFlexible hours
- ...Portfolio Management Senior Associate (PMSA), Private Bank, Clayton, MO At Bank of America, we... ...composition analysis and in achieving asset allocation monitoring, investment policy... ...i.e. Asset Allocation and Performance Reporting) Investment Policy Statement Create,...AssetWork at officeWork from homeShift workDay shift
- ...Job Description Job Description Portfolio Analyst Our client, one of the world’s leading investment advisory... ...helping develop investment strategies, perform asset allocation analysis, conduct investment manager research, and analyze portfolio performance....Asset
$97.75k - $115k
Cushman & Wakefield is seeking an Accounting Manager to lead the Americas Record to Report team. This role focuses on financial integrity and reporting for occupancy, fixed assets, and management reporting. The ideal candidate will have strong experience in financial reporting...Asset$112.2k - $196.4k
...analyzing organizational needs, managing complex initiatives, and... ...with increasing autonomy, the analyst will manage tasks ranging... ...from diverse sources to prepare reports, presentations, and strategic... ...our nation's most critical assets, from Earth to cyberspace. Throughout...AssetWork at officeLocal areaWorldwideFlexible hours- ...Performance Analyst Asset Consulting Group (ACG) is seeking a Performance Analyst. Reporting to the Manager of Performance Reporting, this person will maintain and develop performance reporting process, as well as provide support to internal consultants and other business...AssetWork at office
$77.9k - $153k
...since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply... ...We are currently seeking a Portfolio Manager that will collaborate with other disciplines... ...portfolio structure and investment performance reporting. Serves as the relationship expert...AssetWork experience placementWork at officeLocal area- Bank of America is seeking an AB Portfolio Specialist located in St. Louis, MO. This role involves managing a portfolio of asset-based structured loans, conducting thorough financial analyses, and building strong relationships with underwriting and credit teams. Ideal candidates...AssetFull time
- ...in St. Louis is looking for a Senior Accountant to ensure accurate financial reporting and compliance. This role involves assisting in day-to-day financial activities, running asset management processes, and preparing journal entries. The ideal candidate will have a bachelor...Asset
- ...St. Louis is seeking a skilled professional to advance asset allocation research and portfolio frameworks. The role focuses on delivering innovative... ...clients while partnering with teams across Investment Management. Qualified candidates will need a Bachelor’s degree, 7...Asset
$55k - $70k
...technology services provider is seeking an Accountant for Fixed Assets located in St. Louis, MO. The role involves ensuring accuracy... ...fixed assets, processing journal entries, and preparing financial reports. The candidate should have a Bachelor's degree in Accounting...Asset- Stifel is seeking a Trust Investment Analyst in St. Louis to manage discretionary investment portfolios and support Portfolio Managers. Responsibilities include day-... ...implementation, rebalancing, and monitoring multi-asset portfolios. Ideal candidates should have an...Asset
- Mccormack-Baron-Companies-3 is seeking a Vice President to manage a portfolio of affordable housing properties. The role includes providing asset management services and overseeing financial and operational performance. The ideal candidate should have a Bachelor’s Degree...Asset
- Covenant House Missouri is looking for an Accountant to manage financial tasks vital for organizational success. The role includes accounting for income, expenditures, and assets, maintaining financial reports, and ensuring compliance with GAAP. Candidates should have a...Asset
- ...Description: The Business Analyst - Risk - is an expert responsible... ...matter expertise, program management, and leadership to solve... ...development of those plans for each asset. Coordinate with Readiness... ...recruitment fraud and how to report it, please refer to ....AssetLocal areaWorldwideFlexible hours
- ...The Business Analyst, Pricing and Underwriting , is responsible... ...the compilation, analysis, and reporting of data to support pricing... ...services within a Pharmacy Benefit Manager (PBM) setting. Partner cross-... ...are our most valuable assets. We actively seek and retain...AssetFull timeTemporary workWork at officeRemote workWork from home
- ...Senior Financial And Operations Analyst Asset Consulting Group (ACG) is... ...support, technology cost management, and other operational duties... ...the St. Louis office and will report onsite. Essential Job... ...with market data providers and portfolio systems (Bloomberg, FactSet,...AssetTemporary workWork at office
- ...Business Analyst - TT&E In a world of possibilities, pursue one... ...subject matter expertise, program management, and leadership to solve... ...sustaining our nation's most critical assets, from Earth to cyberspace.... ...recruitment fraud and how to report it, please refer to . group...AssetRelocationFlexible hours
- ...Description Job Description PD03: Business Operations & Program Management Support Analyst – Senior Description: As a senior analyst, this... ...complex technical progress and issues into clear, concise reports for customers and senior leadership. Leading the...Contract work
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