More jobs:
Investment Analyst
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-01-12
Listing for:
Precision Wealth Strategies
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant -
Business
Financial Analyst
Job Description & How to Apply Below
Investment Analyst
Precision Wealth Strategies is a boutique wealth management firm headquartered in St. Louis, Missouri, serving clients across the nation. The Investment Analyst will support the Senior Investment Analyst and the investment analyst team (PWS Investment Committee) in day‑to‑day investment operations.
Responsibilities- Perform investment research on behalf of PWS and clients to report to the Senior Investment Analyst.
- Execute financial analysis to support firm investment models and equity strategies.
- Run annual analysis and review of client portfolios, suggesting adjustments to the portfolio analysis/planning team where needed and working to implement any needed adjustments.
- Participate in client meetings representing the investment analyst team.
- Develop financial plans for clients utilizing firm software.
- Support advisor pods in assisting with client one‑off financial analyses.
- Bachelor’s degree required.
- Advanced degree or Finance/Accounting‑related credential preferred.
- 2+ years of experience in an Accounting or Finance‑related industry preferred.
- Excellent verbal and written communication skills.
- Strong problem‑solving and analytical skills.
$50,000 - $80,000 yearly.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×