Senior Asset Allocation Analyst — High-Net-Worth Portfolios
Edward Jones
Edward Jones in St. Louis is seeking a skilled professional to advance asset allocation research and portfolio frameworks. The role focuses on delivering innovative guidance for high-net-worth clients while partnering with teams across Investment Management. Qualified candidates will need a Bachelor’s degree, 7+ years of relevant experience, and a strong grasp of portfolio construction, market dynamics, and alternative investments. Strong analytical skills and proficiency in tools like Excel are essential. The position offers competitive compensation and benefits, emphasizing a positive work-life balance. #J-18808-Ljbffr Edward Jones
- ...equipping financial advisors with high-quality investment guidance, portfolio solutions, and risk-aware... ...frameworks. Within this organization, the Asset Allocation Team plays a central role in... ...insights – particularly for high-net-worth (HNW) client segments. What You...SeniorAssetHigh net worthTemporary workWork at officeHome 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... ...financial institution focusing on high net worth client service and sales Ability...SeniorAssetHigh net worthWork at officeWork from homeShift workDay shift
- ...MO, with over $6 billion in assets under management within the... ...institutions, corporations, and high-net-worth individuals to structure and... ...management of the Twain portfolio. The portfolio consists of a... ...The Portfolio Servicing Analyst ("PSA") will work closely with...AssetHigh net worthFull timeFlexible hours
$77.9k - $153k
...$70 billion in total assets, we are a regional powerhouse... ...We continually seek highly motivated and talented... ...currently seeking a Portfolio Manager that will... ...develop and retain high net worth client relationships through... ...the appropriate asset allocation and select underlying...SeniorAssetHigh net worthWork experience placementWork at officeLocal area- ...Portfolio Analyst Asset Consulting Group (ACG) is seeking a Portfolio Analyst to provide investment... ...policies, conducting asset allocation analyses, conducting investment manager... ...services to institutions and ultra-high net worth individuals and families. Guggenheim...AssetHigh net worthWork at office
- ...most sophisticated and highest net worth client. Through frequent... ...Effectively maintain client portfolios in accordance with compliance... ...clients seeking a personalized high-touch relationship... ...include mutual fund inquiries, asset allocation discussions, brokerage needs...SeniorAssetHigh net worth
- ...Senior Financial And Operations Analyst Asset Consulting Group (ACG) is seeking a... ...who thrives in a highly autonomous, fast-paced... ...providers and portfolio systems (Bloomberg... ...such as multi-asset allocation, research and related... ...and ultra-high net worth individuals and families...SeniorAssetHigh net worthTemporary workWork at office
- Key Responsibilities Work with complex, high-net-worth investors to create customized investment strategies. Evaluate... ..., manage, and monitor all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection...AssetHigh net worthWork experience placementWork at officeShift workDay shift
- ...Performance Analyst Asset Consulting Group (ACG) is seeking a Performance Analyst. Reporting... ...consulting and advisory services such as multi-asset allocation, research and related investment services to institutions and ultra-high net worth individuals and families....AssetHigh net worthWork at office
- ...financing commercial real estate assets during all phases of... ...institutions, corporations, and high-net-worth individuals to structure and... ...JOB DESCRIPTION The Senior Vice President - Originations... ...seamless transaction execution and portfolio performance. Requirements...SeniorAssetHigh net worthFull time
- ...MO, with over $4 billion in assets under managements within the... ...institutions, corporations, and high-net-worth individuals to structure and... ...and review of the Twain portfolio. The portfolio consists of a... ...JOB OVERVIEW The Senior Asset Manager is responsible...SeniorAssetHigh net worthFull timeFlexible hours
- ...Louis is seeking an experienced investment professional to work with high-net-worth clients. The role involves creating tailored investment strategies and managing all aspects of discretionary portfolio management. Ideal candidates will have over 10 years of experience...SeniorHigh net worth
- ...Job Description Job Description Portfolio Analyst Our client, one of the world’s leading... ...investment strategies, perform asset allocation analysis, conduct investment manager research... ...analytics, and client interaction is highly valued. This is a salary + bonus...AssetHigh net worth
- ...The Senior Analyst, Performance Marketing is a key contributor to the... ...schedule. The Senior Analyst is highly data-driven, passionate... ...goals Ensure campaign and asset production (e.g., search copy... ...Communication Budget allocation Collaboration and coordination...SeniorAssetWork at officeRemote work
- ...team provides an end-to-end, high net worth (HNW) client experience by partnering... ...What You Will Do: Support Senior planner and partner with home... ...financial planning and asset management services. Work... ..., Operations, Home Office Portfolio Strategist, etc.) to ensure proper...SeniorAssetHigh net worthTemporary workWork at officeHome officeFlexible hours
- ...advisory firm (RIA) serving high net worth families across the country... ...With over $2.8 billion in assets under management from over... ...professional to join our team as a Portfolio Analyst. This is an opportunity to... ...directly alongside our senior investment professionals in...AssetHigh net worthWork at office
- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...clients. The role partners closely with high-net-worth individuals and families to develop... ...track record of client acquisition and asset growth ~ Background in a wirehouse,...SeniorAssetHigh net worth
- ...provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and... ...risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families...AssetHigh net worthWork at officeLocal area
- # Senior Vice President - OriginationsTwain Capital PartnersSVPPrivate CreditFull-timeLocationSt... ...underwriting, project management, and asset management teams.Twain Capital Partners... ...institutions, corporations, and high-net-worth individuals to structure investments that...SeniorAssetHigh net worth
- 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...AssetFull time
- ...experienced Wealth Managers or Senior Wealth Managers to join our... ...business Approximately $8 billion in assets under management Serving... ...significant book of business with a high degree of independence Leads... ...of experience advising high-net-worth clients Proven success...SeniorAssetHigh net worthTemporary workRemote work
- ...Senior Tax Planning Advisor - CPA Summary: The Senior Tax Planning Advisor - CPA... ...-specific tax planning strategies for high-net-worth individuals and families. While this role... ..., etc.) Tax-efficient investment and asset location planning Evaluate the tax...SeniorAssetHigh net worthWork experience placementWork at office
$126.1k - $253k
...Company team is looking for a dynamic Tax Senior Manager to join our expanding Business... ...Company professional may also support ultra-high net worth individuals and small family offices. We... ...owners protect and grow their biggest asset, the business. We collaborate with our...SeniorAssetHigh net worthWork experience placementInternshipPrivate practiceLocal area- Twain Financial Partners Holding LLC in St. Louis is seeking a full-time Portfolio Servicing Analyst to join the Asset Management Team. The successful candidate will manage financial reporting, interpret performance across diverse financing structures, and ensure compliance...AssetFull time
$55k - $151.47k
...tax planning and compliance services to high-net-worth individuals and privately-owned businesses... ..., AMT, and year-end planning. As a Senior Associate you analyze complex problems,... ...customer information, handling proprietary assets, or collaborating closely with team members...SeniorAssetHigh net worthFull timeH1b$91k - $321.5k
...tax planning and compliance services to high-net-worth individuals and privately-owned businesses... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects... ...information, handling proprietary assets, or collaborating closely with team members...SeniorAssetHigh net worthFull timeH1bRemote work- ...Senior Technology GRC Analyst The Senior Technology GRC Analyst helps the organization understand and... ...and the protection of organizational assets by identifying gaps, emerging risks, and... ...Required Qualifications: ~ High school diploma or equivalent ~3+ years...SeniorAssetWork at officeLocal areaRemote workFlexible hours
$106.25k - $125k
Job Title Sr. Business Analyst, Business Intelligence Job Description... ...strategic and results-driven Senior Business Analyst with... ...acquisitions, developments, and portfolio optimization. Provide strategic... .... Partner with acquisitions, asset management, and development teams...SeniorAssetMinimum wageWork at officeFlexible hours$86.36k - $101.6k
...Senior Regulatory Reporting Analyst (Broker Dealer) The Senior Regulatory Reporting Analyst... ...requirements, including net capital and customer... ...allowable vs. non-allowable assets Haircuts and concentration... ...Exceptionally detail-oriented with high accuracy standards...SeniorAssetTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...decade, approximately half of the firm’s assets under care will move through the... ...and advisor‑friendly solutions. As a Senior Business Systems Analyst, you will play a critical role in shaping... ...functional leadership for multiple highly complex business processes, ensuring...SeniorAssetTemporary workWork at officeHome officeFlexible hours3 days per week
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