Investment Analyst jobs in United States, Missouri, Saint Louis

Job Description:

Job Description:

This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing.

LOB specific Job Description:

Responsible for the day-to-day analysis, research and resolution of varied problems regarding loan processing. Functions include payment/advance processing, detailed research, system of record updates, communicating with Client Teams. Potential for project work based on experience. Incumbents have full working knowledge of operations environment acquired through experience in an operations environment and on the job training. Individuals typically have 2 to 4 years of experience.

Responsibilities:

• Assists with coordination of implementation for products, services, and operational solutions

• Supports the design, documentation, implementation, and monitoring of new products and services

• Provides guidance regarding procedural, technical, and operational changes

• Expands business products knowledge within operations environment

• Builds network by developing relationships with partners and teammates

• Inspects data to identify issues and trends

• Collects and interprets data to validate operational processes

LOB Specific Responsibilities:

• Account reconciliation of LIQ
• Responsible for the day-to-day analysis, research and resolution of varied loan problems
• Posting of transactions to customer accounts
• Monitoring and clearing items rejected from systems and automated processes
• Performing maintenance to customer accounts
• Monitoring ticklers and taking appropriate action
• Inputting and balancing batch work to the loan system
• Provide specialized processing support
• Answering 800 line to assist the line partners with issues and providing prompt service for resolution

Required Qualifications:

• 1 year or more experience with Commercial credit servicing
• Loan IQ experience
• Experience with manage pipeline queues and meet established business metrics.
• Credit Center experience
• Extreme attention to detail in terms of research items such as letter of Credit, Interest and Fess, settlements and Loan documents

• Ability to multi-task, navigate technology easily, manage pipeline queues and meet established business metrics.

• Required Hours:9:00 - 6:00pm

Skills:

• Attention to Detail

• Customer and Client Focus

• Data Collection and Entry

• Prioritization

• Written Communications

• Analytical Thinking

• Collaboration

• Oral Communications

• Recording/Organizing Information

• Issue Management

• Legal Structures and Legal Forms

• Policies, Procedures, and Guidelines Management

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

The AB (Asset-Based) Portfolio Specialist manages a portfolio of asset-based structured loans in a variety of industries. The AB Portfolio Specialist is responsible for actively monitoring financial and collateral trends and recommending appropriate action. Responsibilities also include reviewing requests for loan modifications, analyzing financial performance, negotiating terms, drafting proposals, reviewing documents, and preparing recommendations for approval.

Responsibilities:

• Build trust and strong relationships and proactively drive engagement with Underwriting, Credit Executive and Client team partners.
• Spread and analyze complex financial information, including Personal Financial Statements, Brokerage statements, Personal Tax Returns and Schedule K-1s, Business financials, etc. for high-net-worth clients.
• Accurately risk rate clients using regulatory definitions, good credit judgement and the Risk Rating Scorecard tool.
• Effectively and concisely communicate spreading and risk ratings outcomes with key business partners.
• Understand and leverage tools, systems, and applications used in day-to-day functions such as Excel, Outlook, GUS, Loan IQ, EDR, Risk Rating Scorecard, etc.
• Understand and accurately apply risk rating scorecard and spreading guidance.

Required Qualifications:

• Experience: 3–5 years in credit analysis, accounting, financial analysis, or a closely related credit risk role, including financial covenant testing and the ability to interpret and apply Commercial credit agreement terminology and concepts.
• Policies and Procedures: 2+ years of credit analysis experience with Commercial credit policies and procedures
• Technical Skills: Proficient in interpreting various Commercial loan documents.
• Credit Analysis: Strong working knowledge of commercial loan structures and financial statement analysis, including personal financial statements, brokerage statements, rent rolls, and NOI statements; ability to identify and escalate early signs of credit deterioration, within the Commercial credit structure.
• Operational Support: Exposure to GMS/Tableau reporting, documentation management, and process improvement.
• Project Coordination: Capable of independently running analysis on credit supported small projects and streamlining team operations.
• Systems Knowledge: Working proficiency with Commercial loans, collateral, client data and workflow systems along with SharePoint, and Adobe Acrobat.

Desired Qualifications:

• Bachelor's degree in Accounting, Finance or equivalent experience
• System knowledge of LIQ, PACE, GMS, GUS, EDR, Genesis, Image Trust, Navigator, SharePoint , KYC, Adobe Acrobat Standard

Skills:

• Attention to Detail
• Client Management
• Decision Making
• Underwriting
• Credit Documentation Requirements
• Critical Thinking
• Portfolio Management
• Problem Solving
• Written Communications
• Financial Analysis
• Negotiation

High School Diploma / GED / Secondary School or equivalent

In this role, you will:

• 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

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.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Help lead effort to develop proxy voting policies and guidelines in conjunction with Investment, Compliance, Risk, Legal, Business teams, and third-party vendor support

• Research and provide recommendations on proxy proposals

• Work with internal groups and third-party systems and services to develop and support ongoing proxy voting operations and required internal and client reporting

• Develop expertise in third-party vendor platforms and proxy voting infrastructure and administration to address problems that may arise in the submission of proxy votes

• Develop and implement standardized controls and reconciliation processes to ensure flawless execution of processes and procedures and that all regulatory and client obligations are met

• Oversee and execute processes focused on developing policies and enacting decisions that are in the best interests of clients in seeking to enhance shareholder value and require strong investment and business policy acumen

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:

• 2+ years working experience in investment stewardship research, engagement, analysis, and proxy voting

• Demonstrated ability to build successful partnerships with internal investment teams and third-party vendors

• Prior working knowledge of Environmental, Social and Governance (ESG) principles and proxy proposals

• Proficient working knowledge of MS Office Suite

• Master's degree or CFA (Chartered Financial Analyst)

• Demonstrated ability to communicate effectively with internal compliance and risk teams, and externally with third-party service providers

Job Expectations:

• This position is not eligible for Visa sponsorship

• This position offers a hybrid work schedule

• 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.

Work Location:

• 2801 North Market Street - St. Louis, MO 63103

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role you will be:

• Facilitating the identification of opportunities to utilize data analysis in the assessment of risk and controls.
• Navigating within large complex technology environments to locate, validate, extract, and format data for data analysis testing.
• Effectively documenting the analysis in accordance with audit policy.
• Training and mentoring audit teams in the use of data analysis and data analysis tools.
• Partnering with assigned audit teams to build expertise in the use of data analysis within the internal audit function.
• Participate in audits in accordance with Wells Fargo Internal Audit policy
• Write opinions reflecting relevant facts that lead to logical conclusions
• Escalate significant risks and loss exposures to appropriate levels of management
• Ensure documentation and reporting are ready for review by managers and more experienced managers
• Demonstrate credible challenge
• Lead multiple concurrent projects that are generally moderate to large in size and moderate to high in complexity
• Develop and maintain excellent business relationships within Internal Audit and with teams companywide

Required Qualifications:

• 5+ years of Audit, Risk experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 5+ years of SQL experience
• Experience in data analytics using SQL or SAS programming, including writing code to automate solutions of medium to high technical complexity
• Experience creating moderate to complex data analysis solutions in support of Internal Audit using tools such as SQL, SAS, Alteryx and Tableau
• Experience with Wealth Investment Management data including Brokerage, Trust(IFS), Private Bank, and Wealth products.
• Extensive knowledge and understanding of data research, analysis, and aggregating structured data
• Strong analytical skills with high attention to detail and accuracy
• Knowledge of systems of record, and data warehouses
• A BS/BA degree or higher
• Solid knowledge and understanding of audit or risk methodologies and supporting tools
• Strong understanding of financial regulatory environment
• Experience leading and providing feedback to staff on audit projects or engagements
• Experience with Issue Validation and Remediation
• Excellent verbal, written, and interpersonal communication skills
• Ability to obtain or currently hold one or more of the following certifications: SAS Certified Big Data Professional, SAS Certified Data Scientist, Certification of Professional Achievement in Data Sciences, Certified Analytics Professional, CFE, CIA, CISA, CPA, CAMS, or CRCM

Job Expectations:

• Ability to travel up to 10% of the time
• This position offers a Hybrid work schedule
• This position is not eligible for Visa sponsorship

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• 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

• Assisting in the management of key workflow initiatives

• Assisting in the training of junior level analysts

• Delivering presentations related to the activities of GMR to internal team members as well as occasionally to field investment professionals and their clients

Required Qualifications:

• 5+ 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

• 5+ years of advanced financial analytical experience with high attention to detail and accuracy

• 5+ 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.

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

KEY RESPONSIBILITIES

• Lead and manage engineering projects from initiation to completion
• Define project scope, objectives, and deliverables in collaboration with stakeholders
• Develop and implement project plans, including timelines, budgets, and resource allocation
• Coordinate and communicate with cross-functional teams to ensure project success
• Monitor project progress and ensure adherence to timelines, budgets, and quality standards
• Identify and mitigate risks and issues that may impact project delivery
• Provide technical guidance and support to project team members
• Prepare and present project status reports to stakeholders
• AMI Deployment Sector Definition

YOU MUST HAVE

• Bachelor’s degree from an accredited institution in a technical discipline such as science, technology, engineering, mathematics
• 2+ years of experience in project engineering or related roles
• 3+ Heavy GIS background
• 3+ Required experience with mesh networks, AMI systems or similar.

WE VALUE

• Tools they should know how to use
• Excel Pro
• Computing
• Data Analytics
• MapInfo or GIS
• ArcGIS, QGIS, GRASS GIS, Google Earth Pro or similar
• Experience in the building infrastructure industry
• Knowledge of industry best practices and emerging technologies
• Strong analytical and problem-solving abilities
• Ability to lead and motivate cross-functional teams
• Attention to detail and ability to prioritize tasks effectively
• Adaptability and flexibility to manage changing project requirements
• Passion for innovation and continuous learning
• Strong leadership and project management skills
• Excellent communication and interpersonal skills
• Ability to work effectively in a fast-paced and dynamic environment
• Experience in risk management and problem-solving
• Proficiency in project management tools and methodologies
• Technical expertise in the relevant engineering discipline.

• JOB ID: HRD260185
• Category: Engineering
• Location: 85 Enterprise Blvd., Suite 100,Markham,Ontario,L6G 0B5,Canada
• Exempt