17 portfolio analyst jobs at 14 companies in Ballwin, MO
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Portfolio Reporting Analyst
Denver or St. Louis or Dallas
$55k-$75k/yrOnsiteFull Time
Matter Family Office: Provides investment management and wealth planning for families.
2+ YOEBachelor's degree in accounting, finance, or related field; 2+ years of financial reporting experience; portfolio reporting platform experience; Excel proficiency; analytical, communication, organizational, and confidentiality skills.
Paragon Technology Group: Delivers IT modernization and professional services to government agencies.
5+ YOEMust hold Secret clearance, bachelor\u0002s degree or equivalent experience, 5+ years related experience, strong analytical, communication skills, and high proficiency with Microsoft Office.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
Bachelor's degree or equivalent experience, up to three years of related experience, strong analytical and communication skills, client-facing ability, complex problem solving, and proficiency with Microsoft Office applications.
Saint Louis or Minneapolis or Denver or New York City
$76k-$89k/yrHybridFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
0+ YOEBachelor's degree or equivalent experience; up to three years of related experience; financial analysis, Excel, financial statements, communication, mathematical, analytical, and relationship management skills.
Assistant Vice President - Credit Portfolio Sr Analyst - Hybrid
O'Fallon, Missouri, United States
$90k-$135k/yrHybridFull Time
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years mortgage underwriting or 6+ years mortgage processing experience, expertise in credit fundamentals and mortgage policy, proficiency with LoanFX/Empower and MS Office, strong analytical and communication skills.
LoanFX, Empower, Decision Engine, Decision Select, Microsoft Office, Microsoft Excel
Assistant Vice President - Credit Portfolio Sr Analyst - Hybrid
O'Fallon, Missouri, United States
$90k-$135k/yrHybridFull Time
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years mortgage underwriting (or 6–10 years mortgage processing), expertise in credit fundamentals and mortgage policy, proficiency with LoanFX/Empower/Decision Select and Microsoft Office, strong analytical and communication skills, Bachelor's degree or equivalent.
LoanFX, Empower, Decision Select, Microsoft Office
Assistant Vice President - Credit Portfolio Sr Analyst - Hybrid
O'Fallon, Missouri, United States
$90k-$135k/yrHybridFull Time
CitiNYSE: C: Global diversified financial services holding.
5+ YOEFive years mortgage underwriting (or 6–10 years mortgage processing), expertise in credit fundamentals and mortgage policy, proficiency with LoanFX/Empower and MS Office, strong analytical and communication skills.
LoanFX, Empower, Decision Engine, Decision Select, MS Office
Assistant Vice President - Credit Portfolio Sr Analyst - Hybrid
O'Fallon, Missouri, United States
$90k-$135k/yrHybridFull Time
CitiNYSE: C: Global diversified financial services holding.
5+ YOE5+ years mortgage underwriting (or 6+ years mortgage processing); expertise in credit fundamentals, mortgage policy, and origination systems; proficiency with LoanFX/Empower and MS Office; strong analytical and communication skills.
Decision Select, LoanFX, Empower, Automated Underwriting System (AUS), Microsoft Office
AllianzXetra: ALV: Provides global insurance products and financial asset management services
Experience in delegated authority and stakeholder management, strong data management and interrogation skills, proficiency in Microsoft Excel, ability to work independently and manage multiple priorities.
NISA Investment Advisors: Provides customized investment and risk management solutions for institutional investors.
1+ YOEBachelor's degree in a quantitative field, 1+ years preferred; proficiency in Python,R,C,C++,C#,Java,SQL and Microsoft Excel; experience with statistical modeling, strong quantitative and communication skills.
St. Louis or Arizona or Colorado or Florida or Georgia or Kentucky or Maryland or Michigan or North Carolina or Ohio or Oregon or Pennsylvania or Virginia
$80k-$140k/yrHybridFull Time
The Greentree Group: Technology and business consulting solutions for public sector clients.
8+ YOE8+ years CPIC experience, strong knowledge of OMB A-11, experience mentoring analysts, gate review preparation, familiarity with business case and portfolio requirements, and U.S. citizenship required.
Safety National: Provides specialty insurance and reinsurance for workers' compensation.
5+ YOERequires 5+ years in Lean Portfolio Management, project management, or related fields; expert Lean Portfolio Management and SAFe knowledge; reporting-tool experience; and U.S. work authorization.
Guidewire, Salesforce, Java, C#/.NET, Mule, Microsoft Azure, NICUS, Microsoft Power BI
St. Louis or Brentwood or Richmond Heights or Clayton or Maplewood
HybridFull Time
Enterprise Mobility: Provider of vehicle rental and diverse mobility solutions.
4+ YOEBachelor's degree required; 4+ years as a Product Owner or Manager, Technical Project Manager, or Business Analyst; U.S. work authorization without current or future sponsorship required.
Edward Jones: Offers investment management and financial planning through local branches.
5+ YOEBachelor's degree in a quantitative field, 5+ years in portfolio construction, optimization, or investment risk, Series 7 and 66 licenses, and proficiency with quantitative tools and investment risk platforms.
PanasonicTokyo Stock Exchange: 6752: Manufacturer of electronics, batteries, and industrial technology solutions.
Manage customer portfolio, perform credit evaluations, monitor receivables/DSO, produce reporting, lead process improvements and cross-functional projects; experience with financial statement analysis and credit limit approvals.
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
3+ YOEBachelor's in finance/accounting/business,3+ years commercial credit analysis,financial statement and cash-flow modeling,credit memos and portfolio monitoring,strong communication and mentoring skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Sinop or Mato Grosso or Brazil or Geneva or Switzerland or St. Louis or United States
OnsiteFull Time
BungeNew York Stock Exchange: BG: Connecting farmers to consumers with agricultural commodities and food ingredients.
Bachelor's degree required; solid commercial experience in agribusiness with knowledge of barter/origination, advanced Excel and data analysis, SAP as a differential, and ability to manage customer portfolio and commercial operations.