div class="WordSection1">| Job Location: | Chesterfield, MO |
| JobTitle: | Investment Planning Analyst |
TypeofPosition:Full-time. - Case Prep
- Each of the below will need to be learned and mastered as quickly as possible – note that Illustrations and PXs are created via proprietary software
- Illustrations.
Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Trust Investment Analyst is part of the portfolio management team and works closely with Financial Advisors and manager selection and research teams to implement fiduciary appropriate investment ideas. p>The Director, Investment Business Analysis is responsible for leading day-to-day business analysis delivery across investment initiatives and owning execution quality within assigned programs or portfolios. The Director partners closely with Investment stakeholders and Technology delivery teams to drive clear outcomes, manage delivery risk, and support successful adoption. Chesterfield, MO30+ days ago The Executive Director partners closely with Investment leaders, Technology, Data, and Architecture teams to ensure solutions are fit for purpose and ready for adoption. The Executive Director, Investment Business Analysis is a senior delivery and functional leader responsible for overseeing business analysis execution across major investment initiatives. St. Louis, MO30+ days ago p>The role works closely with the investment team and key internal partners to improve workflows, strengthen governance, and ensure the investment platform evolves in a disciplined, scalable way. This role owns the execution and follow-through of investment-related initiatives, including investment committee operations, cross-functional project leadership, and the translation of research and decisions into implementation. p>Responsibility Summary: - Support active investment risk research and portfolio construction analysis to ensure Advisory multi‑asset class models, Bridge Builder mutual funds, asset allocation models, and SMA equity portfolios align with stated investment objectives and the firm's investment risk framework.
- Partner with Investment Risk Managers to provide independent risk oversight of portfolio construction, optimization, and ongoing risk monitoring across Advisory model portfolios, Bridge Builder mutual funds, strategic and tactical asset allocation models, and SMA equity portfolios.
Chesterfield, Missouri20 days ago Associates will excel in this role through multi-tasking, demonstrating an understanding of portfolio theory and asset allocation, and expressing curiosity about investments, the economy, and financial planning. Case PrepEach of the below will need to be learned and mastered as quickly as possible – note that Illustrations and PXs are created via proprietary softwareIllustrations. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities:Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities:Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients. Chesterfield, MO30+ days ago p>The Executive Director is accountable for ensuring that investment data is accurate, consistent, and fit for downstream consumption across all Investment Operations, Investment Accounting, Portfolio Management, Risk, and Compliance functions - and that data quality issues are identified, escalated, and resolved with rigor and speed. - 10+ years of progressive investment operations or data management experience with deep specialization in investment reference data, data quality governance, or position reconciliation within an insurance company, asset manager, reinsurer, or large institutional investment organization.
Saint Louis, MO22 days ago 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. 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. Owns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams. Are you an experienced leader looking to make a meaningful impact within a growing Investment Advisory platform Do you thrive in fast-paced environments where your decisions influence client outcomes regulatory expectations and firm-wide supervisory excellence If youre inspired by leading high-performing teams and shaping advisory oversight at scale we invite you to explore this opportunity. This role offers the chance to work directly with branch leaders internal business partners and firm leaders-strengthening the quality consistency and integrity of supervisory decisions across thousands of client relationships. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. The position encompasses in-depth work and analysis in the areas of investments, retirement planning, cash flow management, tax planning, estate planning and charitable giving. The team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.
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