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Portfolio manager jobs in Missouri

- 407 jobs
  • Asset Manager

    Larson Capital Management LLC

    Portfolio manager job in Chesterfield, MO

    At Larson Capital Management, LLC, the Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals. Responsibilities: Ensure the achievement of the financial return thresholds for each fund and/or individual real estate investment through the strategic direction of revenue, expense and capital expenditures. Creating revenue guidance in conjunction with the Director of Asset Management the Director of Leasing, understanding any capital requirements and funding sources, validating credit worthiness of each tenant and escalating items within the appropriate parameters and timeframes. Lead on-boarding and transitioning of developments and acquisitions to the asset management platform and manage liquidations and off-boarding process at fund or asset strategy maturity. Update and validate financial modeling consistent with our underwriting parameters to ensure investment performance, forecasting and sensitivity analysis. Direct collaboration with operational teams (Property Management and Accounting) to ensure the success of each business plan. Approval of financial reporting packages for investors and lending partners; ensuring accuracy and validity within time parameters required. Maintain and update any lender draw request documentation required and promptly compile data packets necessary for approval and submittal. Lead and source effective debt placement at maturity or as necessary to improve the financial strength of each fund and/or asset. Effectively participate as a team member and contribute to the health of the entire organization and other duties as assigned. Requirements: Qualifications: Minimum five years in commercial real estate financial analysis and/or underwriting, leasing and/or operation management. Working knowledge of the acquisition and disposition cycle and is proficient in Argus. Uncommon attention to detail and the critical thinking skills to quickly identify issues before becoming problems. Disciplined negotiation skills and experience managing third-party service providers to achieve outstanding results. Ability to work on a team and carry a load outside of the specific role when necessary. Skilled in MS Office products; proficient in Word, Excel, and Outlook. Each candidate must pass a background screening prior to employment beginning. About the Company Larson Capital Management primarily focuses on commercial real estate investments. The company is rapidly expanding in investment holdings throughout the country. Our current holdings include office, industrial, retail and multi-family properties or developments located across six states and our path for growth is significant. Larson Capital Management is a registered RIA with the SEC and is part of the Larson Financial Holdings group of companies which collectively has 11 billion dollars of assets under management for clients across the county. Our culture is one which strives for excellence, allows for a degree of autonomy to reach your individual goals and is built on the expectation that those who join our team seek for a challenging and often changing environment where you can continue to build upon your skill base and bring new value, ideas and best practices to the entire organization. Larson Capital Management offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are FREE to employees only, dependent coverage available for cost) Dental Insurance Vision Insurance ER PD Long Term Disability Insurance ER PD Life Insurance ER PD EAP Voluntary Short Term & Additional Life Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI65fd91ee1033-37***********6
    $65k-96k yearly est. 2d ago
  • Finance Manager

    Savills North America 4.6company rating

    Portfolio manager job in Saint Louis, MO

    About Savills Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise. Find your place to thrive. No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple: Be extraordinary, together. About the Role Savills North America is hiring a Finance Manager to support its Global Occupier Services platform. This role will lead forecasting, revenue tracking and operational accounting for the Transaction Management and Project Management business lines. The position is hybrid and based in either the Tampa or Dallas office, and the ideal candidate will bring a minimum of seven years of experience in corporate finance, accounting or operations. KEY RESPONSIBILITIES Own yearly and quarterly revenue forecasting and the tracking of all actuals for Transaction Management and Project Management business lines Provide presentation and board meeting support to senior management through preparation of customized financial reports and data analysis Create, maintain, and optimize templatesand workflows to maximize operational efficiency across Global Occupier Services Provide regular revenue and expenditure updates to internal and external clients Oversee operational accounting processes for the Transaction Management and ProjectManagement business lines while managing operations associate Deliver ad-hocfinancial and operational reports to seniormanagement, providing timelyinsights to support strategic planning Develop and maintain revenuetrackers to ensure accurateaccruals for client rebate obligations Calculate rebates and coordinate disbursements to clients Calculate and coordinate payment of monthly and quarterly bonuses Drive accounts receivable QUALIFICATIONS Bachelor's degree in Finance, Accounting, Business Administration or related disciplines 7 years of finance and/or similar operational experience Advanced Excel skills with the ability to manage large data sets from multiple sources Experience with PowerBI and Salesforce preferred but not required Able to assess risk, make calls and move work forward in ambiguous or evolving scenarios Must be detail oriented and demonstrate excellent analytical skills Must be comfortable communicating with all levels of the organization, including the C-Suite Ability to successfully perform under pressure and meet deadlines while managing multiple projects Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteranstatus, or any other protectedcharacteristic. Savills participates in the E-Verify program.
    $74k-102k yearly est. 2d ago
  • Portfolio Manager I

    St. Louis Bank 3.7company rating

    Portfolio manager job in Saint Louis, MO

    Full-time Description The Portfolio Manager I will typically handle a large number of already established credits in the bank. The position will require more of an internal focus working with existing commercial relationships in the bank to service their commercial banking needs. Emphasis will be on servicing existing clients in need of timely loan renewals, new loans, covenant calculations and exception monitoring and clearing. Job Responsibilities Meet with existing clients to identify their needs and collect relevant information Submit loan renewal requests to credit in a complete and timely manner Present credit requests at respective Loan committee and Pre-Flight meetings Handle day to day client maintenance requests Management of technical exception percentages to keep them within bank tolerances Job may require other duties as assigned and may include handling of some workout credits Initial analysis of new loan requests Qualifications, Knowledge, and Skills Bachelor's degree in business, finance or similar field A minimum of 5 years of commercial banking experience Solid understanding of local, state, and federal loan regulations In-depth knowledge of computers and banking software Outstanding interpersonal communication skills Customer service oriented with exceptional sales skills Strong loan underwriting knowledge and skills Work Environment General office conditions Ability to work independently is a plus Must be able to work effectively at a computer for extended periods of time Regular attendance is necessary Frequent local travel Disclaimer All offers for employment with Saint Louis Bank are contingent upon the candidate having successfully completed a criminal background check. Saint Louis Bank will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, State and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Saint Louis Bank is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/ Gender Identity/Sexual Orientation.
    $67k-117k yearly est. 60d+ ago
  • Food & Agribusiness - Specialty Banking Portfolio Manager II

    NBH Bank 3.9company rating

    Portfolio manager job in Kansas City, MO

    It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings. We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work. The responsibility of this position is managing specialized work efficiently, with confidence and competence. The position requires above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time. The person in this position will take work seriously, has a strong sense of duty, and is disciplined. A somewhat faster-than-average pace will be the norm for this position. Detailed, specialized work is the major focus. The person in this position will require clearly defined work, responsibilities, and reporting relationships, ongoing and thorough training opportunities to develop expertise and increase confidence, and frequently expressed appreciation of the person's competence, conscientiousness, and loyalty. The position will provide security in a stable work environment, allowing the person to plan for, focus on and complete tasks on hand. When changes in the nature of the work occur, the person in this position will need direction, training and support. The position will generally be task oriented, requiring someone with a conservative, careful, and cautious approach to work. As a Specialty Banking Portfolio Manager II, you will support Specialty Banking business development on the identification and calling of prospects and referrals on a national and regional basis; and coordination of calling efforts on identified prospects with Bank team partners. You will be responsible for a variety of tasks including effectively supporting the management of profitable client relationships and work with other areas in the Bank including Credit, Loan Operations and Executive Management. You will also be responsible in assisting the industry team in cross-selling of the Bank's lending, depository and treasury management products to new and existing bank clients, and assisting in the review and structuring of large complex transactions, present deals to credit officers, negotiate credit terms, and legal documentation with clients and referrals. Also, you will lead underwriting on loan presentations ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients. Additionally, Specialty Banking Portfolio Manager III's are expected to manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit standards. You will be asked participate in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups, establishing referral contacts within the community is an important part of the role. Finally, you will build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements. Minimum Requirements: To be considered for this position, you must possess the following qualifications. Bachelor's degree in related field or equivalent combination of education and experience. 5+ years of relevant experience in specialty or commercial banking. Related specialty banking or finance experience. Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications: MBA or certification in the field. 7+ years of relevant experience in specialty or commercial banking. Industry specific credit background. Moody's Risk Analyst experience. Completed formal credit training program. Strong communication, writing, and sales skills. Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list. Proficient in Microsoft PowerPoint, Word and Excel. Identify key relationships to achieve strategic goals and provide strong credit knowledge. Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients. Well-developed and proven organizational skills with ability to utilize time efficiently. Ability to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results. Work Environment: We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following: Office setting with traditional hours. Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours). Must be able to push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands, for either extended periods of time or many times throughout the workday. Must be able to work overtime to the extent necessary. Must be able to work additional hours outside routine business hours to the extent necessary. Must be able to travel - estimated at 25% of the time. Benefits: In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here. If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.
    $67k-121k yearly est. 5d ago
  • Commercial Portfolio Manager

    Central Bancompany

    Portfolio manager job in Springfield, MO

    The Commercial Portfolio Manager is a key member of the commercial lending team, responsible for managing a diverse portfolio of commercial credit relationships in collaboration with the lending teams. This includes but is not limited to, Commercial Real Estate (CRE), Commercial & Industrial (C&I), construction, and unsecured loans. The role combines credit risk management, client relationship development, and strategic portfolio oversight. It requires strong collaboration with Loan Officers, Credit Analysts, and Loan Assistants to ensure sound underwriting, compliance, and client satisfaction. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations. ESSENTIAL DUTIES AND RESPONSIBILITIES: Credit & Portfolio Management in Collaboration with Assigned Lending Team * Manage a portfolio of commercial borrowing relationships. * Underwrite new and renewed credit facilities, including market analysis, financial analysis, risk assessment, and structuring. * Define borrowers and guarantors, loan structure, credit terms, and financial covenants. * Perform risk rating analysis and document credit decisions and modifications. * Monitor ongoing financial performance, covenant compliance, and collateral adequacy. Client Relationship & Business Development * Partner with Commercial Loan Officers to form a "deal team" and participate in periodic customer calls to establish strong working relationships with clients. * Identify client needs and provide tailored banking solutions. * Communicate directly with clients regarding credit events and actions. * May assist in closing commercial loan business and expanding existing relationships as needed. Operational & Compliance Oversight * Ensure compliance with bank policies, procedures, and all applicable laws and regulations. * Review and assist with loan documentation and booking processes. * Collaborate with Lending teams regarding past dues, documentation exceptions, financial analysis updates. * Support the resolution of problem assets in collaboration with the lending and credit teams. Team Collaboration & Leadership * Collaborate with Lending Teams, Credit Teams and Loan Assistants for overall portfolio management and performance. * Provide input on workflow and process improvements. * Mentor junior team members and contribute to a collaborative team environment. ADDITIONAL DUTIES AND RESPONSIBILITIES: * Periodically Represent the bank in the community and at industry events. * Participate in internal training and development programs. * May be assigned work or training at other locations. * Perform other duties as assigned. POSITION REQUIREMENTS: * Preferred bachelor's degree or equivalent combination of education, training, and experience. * At least three years of credit analysis and/or loan review experience. * Knowledge of bank lending procedures, lending regulations, lien laws, collection/bankruptcy regulations, and loan documentation. * Ability to analyze financial statements and loan risk. * Good judgment skills and ability to make decisions within prescribed guidelines. * Strong customer relations skills and ability to work cooperatively with employees and customers. * Strong organizational skills and attention to detail. * Ability to represent the bank in the community. * Ability to operate office equipment and interpret various instructions. * Valid driver's license and acceptable driving record for bank insurance purposes. * Knowledge of commercial lending and real estate field, including appraisals, deeds, and lien recording. * Research and solve problems, work independently, handle confidential information and manage multiple tasks. * Thorough knowledge of bank products and services. * Ability to identify client needs, present banking solutions and bank products. * Ability to recognize closing opportunities and retain and grow customer relationships. * Ability to read, write, and speak English. * Excellent verbal, listening and communication skills. * Ability and desire to work as part of a team, and with people of diverse backgrounds. * Willingness to assume additional responsibilities, duties, and projects as they arise. PHYSICAL AND SENSORY DEMANDS: * Regularly required to sit, stand, walk, talk, see, and hear. * Use hands to handle objects, tools, or controls and reach with hands and arms. * Occasionally required to stoop, kneel, or crouch. * Frequently lift and/or move up to 20 pounds. * Specific vision abilities include close vision. * Regularly required to drive.
    $64k-120k yearly est. 21d ago
  • Treasury Management Portfolio Manager

    First Busey Corporation 4.5company rating

    Portfolio manager job in Creve Coeur, MO

    The Treasury Management Portfolio Manager manages and pursues treasury management fee income, deposit growth and product penetration across an assigned portfolio of existing clients. Additionally, the TM Portfolio Manager will work small business referrals to qualify, advance, propose and sell implement TM services. Duties & Responsibilities * Manage and actively and cross-sell into an existing portfolio of Treasury Management clients to drive treasury and card fee income, deposit growth and product penetration. * Proactively schedule sales calls with assigned clients, as well as attend sales calls scheduled by other other line of business partners. * Schedule, prepare, attend and manage follow-up from annual Treasury Management client reviews, with a focus on upselling new TM services and identifying new depository opportunities. * Prepare treasury and commercial card pricing/profitability models, proposal, presentations and payment cycle reviews. * Identify opportunities for merchant services and receivables opportunities within existing client base and make qualified referrals to FirsTech. * Serve as the main point of contact on small business referrals. Make contact with the client to qualify referrals and lead the process from proposal to implementation. * Meet regularly with line of business partners to discuss referral business opportunities and market trends. * Coordinate and/or provide assistance for RFPs, pitch books and contract negotiation with internal stakeholders. * Coordinate and conduct product demonstrations for clients. * Gather data, processing instructions, documentation and other information required to facilitate new client Treasury Management implementations. * Monitor the status of active implementations to ensure setups are completed on time and accurately in accordance with client expectations. * Maintain a high level of communication with clients and internal partners during the sales and implementation process. * Maintain client data in the Customer Relationship Management (CRM) system, including kicking off the Treasury Management workflow for new product implementations. * Clearly and accurately communicate complex solutions to clients; suggest products and services that increase efficiency and/or reduce risk of fraud. * Assist internal Associates with negotiating contract terms with client. * Provide cross-sell referrals to other functional areas within the Bank. * Interact with internal and external clients while providing extraordinary service. * Remain current with all Treasury Management products and services as well as regulatory requirements and understand the impact to the Treasury Management function. * Complete job assignments in a professional, timely and efficient manner; organize and prioritize work; utilize appropriate technology and service tools for tracking of internal and external requests. * Develop and maintain trusted, positive relationships with other Associates, clients and vendors. * Represent Busey Bank and the Treasury Management team in a highly professional manner. * Maintain confidentiality; adhere to Busey Bank policies and procedures; comply with laws, regulations and industry best practices. * Reliable and predictable attendance. Education & Experience * Knowledge of: * Strong oral and written communication skills * Treasury Management disciplines and related solution sets * Electronic business banking platforms and other financial services * Ability to: * Multi-task and work independently * Results oriented with excellent execution and closing capabilities * Solve problems independently while applying logic and discretion * Education and Training: * Requires Bachelor's degree with emphasis on Finance or Business or previous banking and sales experience. * 3+ years banking experience; Treasury Management experience and/or payment technology sales required. * Requires knowledge of Microsoft Office. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $58,000 - $65,000 annual) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
    $58k-65k yearly Auto-Apply 2d ago
  • Portfolio Manager - Commerce Trust

    Commerce Bank 4.4company rating

    Portfolio manager job in Columbia, MO

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $80,000.00 - $121,000.00 (Amount based on relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the support of our Private Client Relationship Managers who are accountable for the delivery of wealth management advisory services to ultra-high net worth clientele and their business partners. Commerce Trust Company, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $40 billion in client assets. Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service. As a Portfolio Manager I, you'll meet with assigned clients on a regular basis, providing portfolio and investment reporting and making investment recommendations as appropriate. Essential Functions * Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate * Determine appropriate investment objective of assigned client investment portfolios, work with the client and administrative officer as appropriate * Provide information to clients regarding general market and economic conditions, consistent with the investment and economic market outlook * Review existing client portfolios to ensure investment objectives are being met, portfolios are in compliance with investment objectives and Commerce security-specific recommendations * Provide timely implementation of security-specific recommendations in assigned client portfolios * Pro-actively discuss investment and/or client problems and concerns with leadership in order to promote timely resolution of outstanding issues * Provide support to the investment committees by providing complete and timely information about assigned client portfolios * Maintain constructive, pro-active working relationship with private client associates to provide timely client service * Participate in new business development * Perform other duties as assigned Knowledge, Skills & Abilities Required * Basic knowledge of the investment industry * Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements * Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities * Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills * Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values * Intermediate level proficiency with Microsoft Word, Excel and Outlook Education & Experience * Bachelor's degree or equivalent combination of education and experience required * 1+ year trust, bank or investment management experience required * Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record, maintain a valid driver's license, and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements. Level of role is determined by knowledge, experience, skills, abilities, and education * For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Portfolio Manager I & II - CTC job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $80,000 to $121,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 901 E Broadway, Columbia, Missouri 65201 Time Type: Full time
    $80k-121k yearly Auto-Apply 12d ago
  • Director, Government Portfolio Leader

    Kyndryl

    Portfolio manager job in Jefferson City, MO

    **Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
    $91k-154k yearly est. 33d ago
  • Senior Investment Officer

    Missouri Local Government Employees Retirement System

    Portfolio manager job in Jefferson City, MO

    Join one of the largest institutional investors in the United States as a Senior Investment Officer at the Missouri Local Government Employees Retirement System (LAGERS). With over $11 billion in assets under management, LAGERS plays a critical role in securing the retirement future of Missouri's local government employees. LAGERS employs a diversified, multi-asset investment strategy across public and private equity, fixed income, private credit, real estate, infrastructure, natural resources, and hedge funds. As part of our growing, collaborative investment team, you will contribute across three key verticals: risk management, investment strategy, and manager research. In this role, you will leverage your expertise to drive long-term outperformance while managing volatility relative to our policy benchmark. Your contributions will enhance the team's ability to clearly articulate the sources of value-added returns and support LAGERS' mission of retirement security. At LAGERS, you'll find more than just a job, you'll find purpose. We offer competitive compensation, comprehensive benefits, and the opportunity to make a meaningful impact through your work. LAGERS is headquartered in Jefferson City, Missouri's historic capital, situated along the Missouri River. The area offers a high quality of life with affordable living, short commutes, strong schools, and ample recreational activities. Whether you choose to live in Jefferson City or nearby Columbia, home to the University of Missouri, you'll enjoy convenient access to both Kansas City and St. Louis. Salary: $197,000 starting annual salary is negotiable and will depend upon experience, qualifications, and the value the candidate brings to the organization. LAGERS benefits include: 100% employer paid health insurance for you, your spouse or domestic partner, and eligible dependents on DAY 1 of your employment, 100% employer paid Vision, Dental, Life, Long-term Disability and IDShield for you on DAY 1 of your employment, Defined Benefit Retirement Plan providing lifetime monthly retirement benefits at no cost to you, 457 Deferred Compensation Plan with employer match, 12 paid holidays per year plus Annual Leave - starting at 15 days per year, Sick Leave - 15 days per year, and opportunities for LinkedIn Learning at no cost, professional development reimbursements and so much more… The Senior Investment Officer provides expertise in investment strategy, asset allocation, risk management, and manager selection. In this role, you will develop investment strategies, ensure portfolio risks and allocations remain aligned with objectives, collaborate with external advisors, and supervise investment staff. You will also play a key role in building and shaping the investment team. Job Functions: Lead Investment Strategy and Portfolio Management: Drive multi-asset investment strategies, portfolio construction, and risk management to achieve long-term performance goals. Provide Market and Manager Oversight: Monitor global markets and economic trends and lead the evaluation and ongoing oversight of external investment managers. Financial Analysis and Reporting: Oversee modeling, forecasting, and performance attribution, ensuring transparent reporting to the Board and all other stakeholders. Foster Leadership and Collaboration: Mentor and develop team members, promote cross-department collaboration, and build strong relationships with external partners. Ideal education and experience for Senior Investment Officer: Seven years of experience in investment analysis, portfolio management, or other related roles. Additional consideration will be given to a candidate with at least 5 years of experience and holds the CFA designation and or a Master's Degree. Bachelor's degree in business administration, accounting, economics, finance, mathematics, or related field required. A Chartered Financial Analyst (CFA) is required. ** Candidates with fewer years of experience may be considered for an Investment Officer position, with opportunities for growth into the senior role. Recruitment Schedule: Our application deadline is November 14, 2025, or until the position is filled. We will conduct pre-screening phone calls with applicants who meet the criteria listed above. Our Chief Investments Officer will schedule interviews with best fit candidates throughout the recruitment schedule. As part of our application process, it is required that each applicant must complete a Culture Index Survey. The survey is a 2-question survey which will take 5-8 minutes to complete. For full consideration, both your application and survey must be submitted. After you apply, the link will be emailed to you or after you apply click the link. ****************************************
    $197k yearly 60d+ ago
  • Multi-Asset Senior Portfolio Manager, Model Team

    Edward Jones 4.5company rating

    Portfolio manager job in Saint Louis, MO

    **Your passion. Our purpose. This could be powerful.** Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. **Job Overview** **Position Schedule:** Full-Time This job posting is anticipated to remain open for 30 days, from 18-Dec-2025. The posting may close early due to the volume of applicants. **Opportunity Overview:** The Wealth Management & Field Management Division at Edward Jones is focused on developing a profound understanding of prospective and current clients' needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their goals. From branding and communication to the portfolios offered, your work will have a significant impact not only within the Wealth Management & Field Management Division but firm-wide. Working in this collaborative and fast-paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape. Within the Private Wealth & Investment Management department of Wealth Management & Field Management Division, the Portfolio Solutions Team (PST) is responsible for both the Advisory Fund and Unified Management Accounts (UMA) discretionary and non-discretionary model portfolios, as well as 12 Bridge Builder mutual funds and the Edward Jones Money Market Fund. Overall, the team is responsible for managing $400bn in discretionary model portfolios and over $200bn in proprietary mutual funds. + PST is seeking a Portfolio Manager to join our team of 17 investment professionals. We exist to help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio management and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients' complete wealth management needs. + PST includes the Core/Core Plus Retirement and UMA/Tax-Sensitive Model Teams, as well as a Proprietary Funds Team. + The Model Teams manage and oversee all Advisory and Guided Solutions model portfolios, including retirement, tax-sensitive, UMA, and personalized platforms. + The Proprietary Funds Team manages and oversees the Bridge Builder Funds and the Edward Jones Money Market Fund. + This position will specifically support Model Teams within PST. + The Edward Jones Advisory Fund and UMA Models amount to over $400 billion dollars and growing. + The Bridge Builder and Edward Jones Money Market fund complexes comprise 13 multi-sub-adviser mutual funds with over $200 billion in assets (18th largest mutual fund complex). **Key Responsibilities:** + Responsible for providing portfolio construction and implementation, manager selection across firm discretionary and client directed asset allocation portfolios, enhancing, and executing the asset allocation implementation, and asset class expertise for the assigned asset class( es) + Deliver performance results that meet or exceed expectations on behalf of clients. + Serve as a multi-asset portfolio construction deep subject matter expert and deliver high quality recommendations on an efficient basis that supports our Advisory and/or client directed programs/models. + Support the success of key client segments, including Core, High Net Worth, New to Wealth, and Workplace + Contribute to internal departments and committees in making better informed decisions consistent with the firm's long-term strategy. + Deliver effective written and verbal communication of investment recommendations and other information to financial advisors and internal departments as needed + Develop SME knowledge for assigned asset class(es) to share expertise and support PST as well as other key stakeholders as needed Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** . **Hiring Minimum:** $168500 **Hiring Maximum:** $286900 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** **Qualifications Required in the Job:** + Finance or Economics Bachelor's degree and/or MBA preferred + CFA or actively pursuing CFA designation in accordance with firm policy + Series 7 and Series 66 required or attainable in accordance with firm policy + 5+ years' experience in investment analysis, portfolio management and/or extensive industry experience preferred + Solid knowledge of asset allocation implementation, portfolio construction, and portfolio risk management + Solid knowledge of various types of investments, asset classes, and markets + Solid knowledge of mutual fund and money management industry, including various managed investments (mutual funds, ETFs, UMAs, separate accounts, evergreen and other private market vehicles) + Familiarity with High Net Worth, New to Wealth, and Workplace investor segments considered an asset + Strong analytical and quantitative skills with a high attention to detail and strong critical thinking skills, with the demonstrated ability to solve complex, non-routine problems + Strong written and verbal communication skills for preparing and presenting research to Financial Advisors, clients, mutual fund companies and internal areas within the firm (including governance committees and/or independent boards) + Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) and/or programming languages (Python, R, SQL). + Ability to collaborate and work effectively in a team-based environment Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. \#LI-HO
    $168.5k-286.9k yearly 6d ago
  • MREG Portfolio Transition

    Cushman & Wakefield 4.5company rating

    Portfolio manager job in Creve Coeur, MO

    Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $57,800.00 - $68,000.00 Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us. INCO: "Cushman & Wakefield"
    $57.8k-68k yearly Easy Apply 60d+ ago
  • VP, Portfolio Manager

    Reinsurance Group of America 4.7company rating

    Portfolio manager job in Chesterfield, MO

    You desire impactful work. You're RGA ready RGA is a purpose-driven organization working to solve today's challenges through innovation and collaboration. A Fortune 200 Company and listed among its World's Most Admired Companies, we're the only global reinsurance company to focus primarily on life- and health-related solutions. Join our multinational team of intelligent, motivated, and collaborative people, and help us make financial protection accessible to all. Position Overview The project portfolio manager is responsible for strategically governing the COO organization's full portfolio of projects to achieve critical objectives while optimizing key business objectives. This involves evaluating project scope to prioritize and guide project alignment with strategic objectives. It includes monitoring resource allocations across projects, monitoring overall portfolio performance, managing portfolio financials, partnership with IT leadership and reporting status to executive leadership. A critical responsibility is defining metrics to measure and facilitate the realization of targeted business benefits and outcomes from the portfolio. The role ultimately ensures the health of the collective project portfolio and drives continuous improvement in portfolio management practices over time. Responsibilities * Portfolio strategy and planning: Conduct annual strategic planning to define portfolio roadmaps and investment priorities. Evaluate proposed projects through business case analysis, scoring models, and prioritization frameworks. Create and manage Portfolio Roadmap to track progress and dependencies, keep teams aligned on priorities, and track delivery of business value * Resource management: Forecast resource demands across all portfolio projects. Ensure skilled staff, vendors, and contingent workers are aligned to highest priority initiatives * Portfolio monitoring and control: Implement portfolio dashboards to track standard metrics (schedule, cost, scope, risks, etc.). Conduct regular portfolio reviews and status reporting to leadership * Financial management: Develop and maintain integrated portfolio budget and financial forecasts. Monitors spend levels across all projects and identify budget/cost variance issues * Benefit realization: Define and measure key benefits metrics/KPIs to track expected business outcomes across the portfolio. Implement processes to monitor, validate, and report on benefits actually realized from project investments * Support COO with key business initiatives including but not limited to executive presentations, annual budgeting cycle, special projects, or other key business responsibilities * Leadership and Business Acumen: Lead and coach project teams across diverse initiatives in a fast-paced environment Requirements * Bachelor's Degree in Arts/Sciences (BA/BS) required * Advanced degree in a technology, program management, or financial-related field preferred * 10+ Years of experience in life and health insurance, actuarial, and/or product management required * Proven track record of leading transformative projects and teams with a strategic and analytical approach to problem-solving. required * Highly advanced communication and leadership skills, capable of mentoring teams and steering multiple projects with strategic finesse and technical acumen. required * Proficiency in project management software and tools required #LI-SP2 #LI-HYBRID What you can expect from RGA: * Gain valuable knowledge from and experience with diverse, caring colleagues around the world. * Enjoy a respectful, welcoming environment that fosters individuality and encourages pioneering thought. * Join the bright and creative minds of RGA, and experience vast, endless career potential. Compensation Range: $175,650.00 - $261,600.00 Annual Base pay varies depending on job-related knowledge, skills, experience and market location. In addition, RGA provides an annual bonus plan that includes all roles and some positions are eligible for participation in our long-term equity incentive plan. RGA also maintains a full range of health, retirement, and other employee benefits. RGA is an equal opportunity employer. Qualified applicants will be considered without regard to race, color, age, gender identity or expression, sex, disability, veteran status, religion, national origin, or any other characteristic protected by applicable equal employment opportunity laws.
    $175.7k-261.6k yearly 21d ago
  • Content Digital Asset Management Manager (DAM)

    Accenture 4.7company rating

    Portfolio manager job in Saint Louis, MO

    We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise , we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** You are: A manager with deep experience in Digital Asset Management (DAM) to lead client engagements and guide our clients through improving how they store, govern, and activate digital assets. This role blends consulting, project leadership, requirements definition, and hands-on DAM expertise. Responsibilities: Client & Project Leadership + Lead DAM engagements from discovery through implementation and rollout. + Run workshops to understand client challenges, content workflows, and current pain points. + Translate business needs into clear requirements and recommendations. + Present solutions and progress updates to senior stakeholders. + Manage timelines, risks, deliverables, and multi-disciplinary project teams. DAM Strategy & Implementation + Define requirements for metadata, taxonomy, asset types, permissions, and workflows. + Develop content lifecycle processes (ingestion, review, approval, archive). + Build governance guidelines and future-state operating models. + Partner with DAM vendors and internal technical teams during configuration and deployment. + Oversee asset migration planning, mapping, and quality checks. Platform Knowledge + Experience with major DAM platforms: Adobe AEM Assets (preferred), Bynder, Aprimo, Acquia DAM (Widen) + Ability to compare platforms and recommend the best fit is a plus. Taxonomy, Metadata & Governance + Create taxonomy structures aligned to client brands, products, audiences, campaigns, and usage rights. + Develop metadata frameworks and controlled vocabularies. + Set up governance models to ensure long-term consistency and adoption. Integrations & Technical Understanding + Understand how DAM connects with CMS, PIM, CRM, MRM, ecommerce, and creative tools. + Work with architects and developers on integration patterns, APIs, and connectors. + Ensure integrations meet business and workflow needs. AI & Automation (a plus) + Stay current on AI/ML capabilities for auto-tagging and content classification. + Advise clients on when and how to leverage AI for improved search, tagging, and asset management. + Help define tagging confidence thresholds and related governance. Basic Qualifications: + 7+ years experience in Digital Asset Management, content operations, and marketing technology, including: + Strong background in taxonomy, metadata modeling, and governance. + Hands-on experience with one or more of AEM Assets, Bynder, Aprimo, Acquia DAM. Preferred Qualifications: + Proven ability to lead complex projects and facilitate executive-level conversations. + Solid understanding of integrations and content workflows. + Experience with AI-driven tagging or similar technologies is a plus. + Consulting experience preferred. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $266,300 Cleveland $87,400 to $213,000 Colorado $94,400 to $230,000 District of Columbia $100,500 to $245,000 Illinois $87,400 to $230,000 Maryland $94,400 to $230,000 Massachusetts $94,400 to $245,000 Minnesota $94,400 to $230,000 New York/New Jersey $87,400 to $266,300 Washington $100,500 to $245,000 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (******************************************************************************************************************************************** Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
    $81k-107k yearly est. 8d ago
  • Social Manager, Community Management

    VMLY&R

    Portfolio manager job in Kansas City, MO

    Who We Are: At VML, we are a beacon of innovation and growth in an ever-evolving world. Our heritage is built upon a century of combined expertise, where creativity meets technology, and diverse perspectives ignite inspiration. With the merger of VMLY&R and Wunderman Thompson, we have forged a new path as a growth partner that is part creative agency, part consultancy, and part technology powerhouse. Our global family now encompasses over 30,000 employees across 150+ offices in 64 markets, each contributing to a culture that values connection, belonging, and the power of differences. Our expertise spans the entire customer journey, offering deep insights in communications, commerce, consultancy, CRM, CX, data, production, and technology. We deliver end-to-end solutions that result in revolutionary work. As the Community Manager, you're an extremely online trend-seeker and meme enthusiast with a passion for internet culture and short-form writing. You'll act as the eyes, ears and voice of a brand through its owned social channels. Responsibilities * Monitor, assess and respond to social media mentions, replies and comments * Write short-form content that embodies the brand's voice * Keep a pulse on current events, online trends and potential controversies or threats relevant to the brand * Create and manage social media content calendars * Execute social media campaigns, including user-generated content (UGC), influencer programs and real-time activations As part of the WPP Group, VML offers one of the best overall compensation packages in the business. Required Skills & Experience * 1-3 years of social marketing experience * Understanding of social platforms including how they work and how consumers use them What we offer * Passionate, driven people | We champion a culture of people that do extraordinary work. * Consciously cultivated culture | We aim to embody the behaviors to build an inclusive community that is in it together, bringing both positivity and active listening into the workplace as we simultaneously strive to empower creative bravery. * Competitive benefits | What we offer full time hires ranges from the full spectrum of group health coverage options (medical, dental, vision) to a generous 401k match (100% dollar-for-dollar match, up to 5% of salary contribution), and a variety of paid time off offerings that reflect our investment in all aspects of your overall life balance and wellness. * Growth-minded opportunities | We aim to nurture a culture of real-time feedback, growth-oriented mindset, and plenty of training opportunities through VML and WPP, so you can continue to grow personally and professionally. VML is an equal opportunity employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability, or other protected group status. We believe in creating a dynamic work environment that values diversity and inclusion and strives to recruit a diverse slate of candidates to help us achieve that goal. The base salary range for this position at the time of this posting is indicated below. Individual compensation varies based on job-related factors, including location, business needs, level of responsibility, experience, and qualifications. We offer a competitive benefits package, click WPP Benefits for more details. _ $45,000-$100,000 USD We believe the best work happens when we're together, fostering creativity, collaboration, and connection. That's why we've adopted a hybrid approach, with teams in the office an average of four days a week. If you require accommodations or flexibility, please discuss this with the hiring team during the interview process. WPP (VML) is an equal opportunity employer and considers applicants for all positions without discrimination or regard to characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers. VML is a WPP Agency. For more information, please visit our website, and follow VML on our social channels via Instagram, LinkedIn, and X. When you click "Submit Application", this will send any information you add below to VML. Before you do this, we think it's a good idea to read through our Recruitment Privacy Policy. California residents should read our California Recruitment Privacy Notice. This explains what we do with your personal data when you apply for a role with us, and, how you can update the information you have provided us with or how to remove it.
    $45k-100k yearly 3d ago
  • Senior Retail Investment Research Analyst

    Wells Fargo 4.6company rating

    Portfolio manager job in Saint Louis, MO

    About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Conduct equity manager research * Manage a category of mutual funds or client accounts * Make buy, sell, and hold recommendations * Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) * Asset class research coverage (equities), which includes maintaining a high-conviction list of products * Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage * Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. * Conducting onsite due diligence pursuant to GMR's evaluation criteria * Work under direction of experienced analysts Required Qualifications: * 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience with mutual funds, separately managed accounts and exchange traded products * 4+ years of advanced financial analytical experience with high attention to detail and accuracy * 4+ years of overall investment experience * Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments * Experience in money manager research including writing investment research reports or commentary * Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint * Excellent verbal, written, and interpersonal communication skills * Chartered Financial Analyst (CFA) designation * A BS/BA degree or higher in business, finance, economics, accounting or engineering Job Expectations: * Ability to travel up to 10% of the time * This position is not eligible for Visa sponsorship * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Locations: * 2801 Market Street - Saint Louis, MO 63103 * 550 S. Tryon Street - Charlotte, NC 28202 * Required location listed above. Relocation assistance is not available for this position. Posting End Date: 31 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $69k-97k yearly est. 25d ago
  • Portfolio Manager I

    St. Louis Bank 3.7company rating

    Portfolio manager job in Saint Louis, MO

    The Portfolio Manager I will typically handle a large number of already established credits in the bank. The position will require more of an internal focus working with existing commercial relationships in the bank to service their commercial banking needs. Emphasis will be on servicing existing clients in need of timely loan renewals, new loans, covenant calculations and exception monitoring and clearing. Job Responsibilities Meet with existing clients to identify their needs and collect relevant information Submit loan renewal requests to credit in a complete and timely manner Present credit requests at respective Loan committee and Pre-Flight meetings Handle day to day client maintenance requests Management of technical exception percentages to keep them within bank tolerances Job may require other duties as assigned and may include handling of some workout credits Initial analysis of new loan requests Qualifications, Knowledge, and Skills Bachelor's degree in business, finance or similar field A minimum of 5 years of commercial banking experience Solid understanding of local, state, and federal loan regulations In-depth knowledge of computers and banking software Outstanding interpersonal communication skills Customer service oriented with exceptional sales skills Strong loan underwriting knowledge and skills Work Environment General office conditions Ability to work independently is a plus Must be able to work effectively at a computer for extended periods of time Regular attendance is necessary Frequent local travel Disclaimer All offers for employment with Saint Louis Bank are contingent upon the candidate having successfully completed a criminal background check. Saint Louis Bank will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, State and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Saint Louis Bank is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/ Gender Identity/Sexual Orientation.
    $67k-117k yearly est. 60d+ ago
  • Senior Portfolio Manager

    Central Bancompany

    Portfolio manager job in Springfield, MO

    Central Trust Company provides world class "fee-only" wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902. Job Summary The Senior Portfolio Manager works directly with clients to develop and implement strategies that address their investment, financial, insurance, tax, estate planning needs, and more. The Portfolio Manager will work closely with other Advisors on the team to provide advice on all aspects of the client relationship. They are responsible for investment management, assisting with new business development, and client retention. A successful Portfolio Manager will be an attentive listener, driven to grow personally and professionally, an experienced investment manager, and will be clear and concise in presenting the services offered by Central Trust Company. Job Duties * Responsible for client investment management and retention, instilling confidence through demonstrated expertise * Assist with the creation, delivery, execution, and management of complex financial plans * Lead client meetings at all phases of the wealth management cycle to discover and provide solutions to complex client issues * Increases market share in their local region * Other duties as assigned Required Qualifications * Bachelor's degree, preferably in a related field such as finance, business, or accounting * 8 or more years in the financial services industry with relevant experience in a client-facing role * Ability to discuss and present complex investment management topics to clients and prospects * Highly effective interpersonal, relationship management, and communication skills, with a strong attention to detail Preferred Qualifications * 10 or more years in the financial services industry with relevant experience in a client facing role * CFP certificant or CFA charterholder (or progress towards designation) * Graduate degree consisting of MBA, or MS in Finance
    $83k-154k yearly est. 19d ago
  • Manager, Portfolio Management

    Commerce Bank 4.4company rating

    Portfolio manager job in Clayton, MO

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $176,500.00 - $239,500.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to manage a team of Portfolio Managers, Portfolio Management Associates and Investment Assistants. This position will be responsible for the team attaining financial objectives, effective coaching/leadership of members, and compliance. In addition, the team leader will be charged with the management of assigned Commerce Trust Company (CTC) client portfolios which are considered key relationships, including establishment of investment objective, asset allocation, selection of specific securities, investment performance reporting, and client service. (Key relationships include clients with larger than average portfolios, more sophisticated than average clients and/or sensitive client relationships.). Participates in new business development opportunities for CTC. The team lead will participate in strategy and /or policy-making committees. Essential Functions * Lead the investment management activities of a team/region within the Commerce footprint * Work with senior trust management to develop strategy for the achievement of financial goals and client retention * Ensure all regulation and compliance activities meet company expectations * Determine the appropriate investment objective of assigned CTC client investment portfolios, work with the client and administrative officer as appropriate. Determine the appropriate asset allocation mix, and implements the asset mix with approved securities, both equity and fixed income. * Meet with assigned CTC clients on a regular basis, providing portfolio and investment reporting and make investment recommendations as appropriate. Provide information to clients regarding general market and economic conditions, consistent with the CTC investment and economic market outlook. * Participate proactively in the CTC Trust Investment Committee process, providing complete and timely information about assigned client portfolios. Actively participate in ensuring compliance with all relevant policies and procedures. * Keep informed on a timely basis of investment industry developments, disseminating information as appropriate. Participate in local Society of Financial Analysts program as appropriate. * Lead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct report's individual needs * Perform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action as required * Communicate decisions, priorities and relevant information to team members effectively * Support budget management, planning and expenditure * Perform other duties as assigned Knowledge, Skills & Abilities Required * Strong knowledge of portfolio management, including knowledge of best practices * Solid understanding of various types of accounts and investment management thereof * Strong sales, presentation and negotiation skills * Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements * Strong critical thinking skills with the ability to apply discretion and sound judgement to efficiently and effectively solve problems * Ability to drive results and balance management of organizational risk and meeting goals of the business * Strong leadership skills with ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goals * Outstanding interpersonal and relationship building skills with the ability to effectively communicate with all levels of the company, clearly expressing ideas and concepts both verbally and in writing * Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values * Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook Education & Experience * Bachelor's degree or equivalent combination of education and experience required. Master's degree preferred. * 7+ years trust, bank or investment management experience required * 3+ years leadership/supervisory experience required * Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. * For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Team Lead & Manager - Portfolio Management - CTC job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $176,500 to $239,500 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 8000 Forsyth Blvd, Clayton, Missouri 63105 Time Type: Full time
    $78k-111k yearly est. Auto-Apply 57d ago
  • Multi-Asset Senior Portfolio Manager, Model Team

    Edward Jones 4.5company rating

    Portfolio manager job in Saint Louis, MO

    This job posting is anticipated to remain open for 30 days, from 18-Dec-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Opportunity Overview: The Wealth Management & Field Management Division at Edward Jones is focused on developing a profound understanding of prospective and current clients' needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their goals. From branding and communication to the portfolios offered, your work will have a significant impact not only within the Wealth Management & Field Management Division but firm-wide. Working in this collaborative and fast-paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape. Within the Private Wealth & Investment Management department of Wealth Management & Field Management Division, the Portfolio Solutions Team (PST) is responsible for both the Advisory Fund and Unified Management Accounts (UMA) discretionary and non-discretionary model portfolios, as well as 12 Bridge Builder mutual funds and the Edward Jones Money Market Fund. Overall, the team is responsible for managing $400bn in discretionary model portfolios and over $200bn in proprietary mutual funds. * PST is seeking a Portfolio Manager to join our team of 17 investment professionals. We exist to help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio management and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients' complete wealth management needs. * PST includes the Core/Core Plus Retirement and UMA/Tax-Sensitive Model Teams, as well as a Proprietary Funds Team. * The Model Teams manage and oversee all Advisory and Guided Solutions model portfolios, including retirement, tax-sensitive, UMA, and personalized platforms. * The Proprietary Funds Team manages and oversees the Bridge Builder Funds and the Edward Jones Money Market Fund. * This position will specifically support Model Teams within PST. * The Edward Jones Advisory Fund and UMA Models amount to over $400 billion dollars and growing. * The Bridge Builder and Edward Jones Money Market fund complexes comprise 13 multi-sub-adviser mutual funds with over $200 billion in assets (18th largest mutual fund complex). Key Responsibilities: * Responsible for providing portfolio construction and implementation, manager selection across firm discretionary and client directed asset allocation portfolios, enhancing, and executing the asset allocation implementation, and asset class expertise for the assigned asset class(es) * Deliver performance results that meet or exceed expectations on behalf of clients. * Serve as a multi-asset portfolio construction deep subject matter expert and deliver high quality recommendations on an efficient basis that supports our Advisory and/or client directed programs/models. * Support the success of key client segments, including Core, High Net Worth, New to Wealth, and Workplace * Contribute to internal departments and committees in making better informed decisions consistent with the firm's long-term strategy. * Deliver effective written and verbal communication of investment recommendations and other information to financial advisors and internal departments as needed * Develop SME knowledge for assigned asset class(es) to share expertise and support PST as well as other key stakeholders as needed Qualifications Required in the Job: * Finance or Economics Bachelor's degree and/or MBA preferred * CFA or actively pursuing CFA designation in accordance with firm policy * Series 7 and Series 66 required or attainable in accordance with firm policy * 5+ years' experience in investment analysis, portfolio management and/or extensive industry experience preferred * Solid knowledge of asset allocation implementation, portfolio construction, and portfolio risk management * Solid knowledge of various types of investments, asset classes, and markets * Solid knowledge of mutual fund and money management industry, including various managed investments (mutual funds, ETFs, UMAs, separate accounts, evergreen and other private market vehicles) * Familiarity with High Net Worth, New to Wealth, and Workplace investor segments considered an asset * Strong analytical and quantitative skills with a high attention to detail and strong critical thinking skills, with the demonstrated ability to solve complex, non-routine problems * Strong written and verbal communication skills for preparing and presenting research to Financial Advisors, clients, mutual fund companies and internal areas within the firm (including governance committees and/or independent boards) * Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) and/or programming languages (Python, R, SQL). * Ability to collaborate and work effectively in a team-based environment At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
    $107k-128k yearly est. 7d ago
  • Senior Retail Investment Research Analyst

    Wells Fargo 4.6company rating

    Portfolio manager job in Saint Louis, MO

    **About this role:** Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* . **In this role, you will:** + Conduct equity manager research + Manage a category of mutual funds or client accounts + Make buy, sell, and hold recommendations + Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) + Asset class research coverage (equities), which includes maintaining a high-conviction list of products + Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage + Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. + Conducting onsite due diligence pursuant to GMR's evaluation criteria + Work under direction of experienced analysts **Required Qualifications:** + 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience with mutual funds, separately managed accounts and exchange traded products + 4+ years of advanced financial analytical experience with high attention to detail and accuracy + 4+ years of overall investment experience + Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments + Experience in money manager research including writing investment research reports or commentary + Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint + Excellent verbal, written, and interpersonal communication skills + Chartered Financial Analyst (CFA) designation + A BS/BA degree or higher in business, finance, economics, accounting or engineering **Job Expectations:** + Ability to travel up to 10% of the time + This position is not eligible for Visa sponsorship + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Posting Locations:** + 2801 Market Street - Saint Louis, MO 63103 + 550 S. Tryon Street - Charlotte, NC 28202 + Required location listed above. Relocation assistance is not available for this position. **Posting End Date:** 31 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-506945
    $69k-97k yearly est. 26d ago

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  1. Commerce Bank

  2. UMB Bank

  3. Saint Louis Bank

  4. Simmons Bank

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  7. Ernst & Young

  8. Accredo Health

  9. NBH Bank

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