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 Guggenheim Securities
$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 college...Suggested$50k - $80k
...Description Job Description Investment Analyst Role: The Investment... ...St. 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...Suggested- A leading health insurance provider is looking for a Financial Operations Analyst to interpret client contracts and assist in financial reporting. This hybrid position requires strong analytical skills and the ability to communicate effectively across departments. Ideal...Suggested
- Performance Analyst Asset Consulting Group (ACG) is seeking a Performance Analyst. Reporting to the Manager of Performance Reporting, this person... ...effectively with multiple clients including consultants, customers... ...data collection from investment managers and custodians...SuggestedWork at office
- ...across the firm. Here’s What You’ll Do Perform building performance analysis and produce... ...LEED energy credits, energy code compliance reports and other performance rating systems.... ...high-performance design solutions. Provide client and project team leadership for multiple...SuggestedFor contractorsWork at office
- 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
- ...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 with all...Full time
$30.55 - $35.8 per hour
...Because our number one investment is you.Creating an... ...collaborate to ensure each client’s financial journey is... ...and deposit portfolio reporting and execution of... ...regulations, and laws* Perform other duties as assigned... ...Collateral & Reporting Analyst - CTC job and contemplates...Hourly payFull timeShift work- 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...
- ...accounting/finance experience. This role involves managing accounts payable/receivable, analyzing revenue trends, and preparing financial reports. Competitive benefits include vacation days, health insurance, and a retirement savings plan. #J-18808-Ljbffr Washington University...
- Stifel is seeking an Analyst in St. Louis to provide analytical and transaction support on municipal financings. This role involves developing... ...financial models, conducting market research, and preparing client presentations. Ideal candidates will have a Bachelor's Degree...
- Stifel Financial Corp. in St. Louis is looking for Analysts to provide analytical and transaction support for municipal financings. This role involves client interaction, developing financial models, and researching financial structures. The candidate must have a Bachelor...
- Equifax, Inc. is seeking a Financial Analyst in St. Louis, MO to support strategic financial and business reporting efforts. The role involves preparing presentations for leadership, executing the month-end close process, assisting with budgeting and forecasting, and utilizing...Work at office3 days per week
- 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
- 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...
$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...$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- 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
- ...Lead Retail Investment Research Analyst Wells Fargo is seeking a Lead Retail Investment Research Analyst... .... In this role, you will: Performing initial and ongoing due diligence on... ...writing investment research reports or commentary ~ Experience with Morningstar...Work experience placementWork at officeRelocation package
- Portfolio Analyst Asset Consulting Group (ACG) is seeking... ...Analyst to provide investment‑related support on a select group of client relationships. This position... ...Louis office and will report onsite. Essential Job... ...investment performance Serve as direct day‑to...Work at office
- A leading investment advisory firm is seeking a Portfolio Analyst to support consultants in developing investment strategies. This role involves solving complex... ..., conducting asset allocation analysis, and performing investment manager research. Candidates should have...
- ...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
- ...analysis, validation, and delivery of Commercial employer and broker reporting. The ideal candidate will have over 5 years of experience with... ...ensure high-quality reporting. This role involves mentoring analysts and improving reporting processes. A competitive salary range...
- ...business solutions firm is seeking a Business Program Analyst to provide analytical support for the USDA Rural... ...setup. Responsibilities include monitoring performance metrics, analyzing operational data, and reporting to ensure compliance and performance improvement....Contract work
- True Independent Holdings is seeking a Financial Analyst for Financial Reporting & FP&A in St. Louis, MO. This role entails the preparation and accurate delivery of financial reports, supporting month-end closes, and managing budgets and forecasts. Ideal candidates should...
$70.2k - $105.32k
...nonprofit health plan located in St. Louis, MO, is seeking an experienced individual to lead the development and delivery of Commercial reporting for employers and brokers. The role requires advanced analytical skills and a strong understanding of healthcare data. Ideal...- Job Title Senior Client Accountant Job Description Summary Responsible for all phases of... ...principles, including financial reporting for clients, projects, or business unites... .... Job Description Essential Job Duties: Perform Full Cycle Accounting to include analysis...Minimum wageWork experience placementFlexible hours
$55k - $70k
Accountant, Financial Reporting Location: US-MO-Saint Louis Overview The Accountant, Financial... ...service surrounding the Company values Perform other duties as assigned Qualifications... ...to communicate effectively with peers, clients, and management Positive attitude and...$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- Accountant, Financial Reporting - Evernorth - Hybrid page is loaded## Accountant, Financial... ...statements (including cash flows), performing monthly journal entries and completing monthly... ...committed to enhancing the lives of our clients, customers and patients. Join us in...Local areaWork from home
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