Investment Analyst Job at Precision Wealth Strategies LLC, Saint Louis, MO

U2RLM3ZsclMzQm1uTzNEK3JUZm9zR1BxRmc9PQ==
  • Precision Wealth Strategies LLC
  • Saint Louis, MO

Job Description

Job Description

Job Description

Investment Analyst

About Precision:

Precision Wealth Strategies is a boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both Individuals & Families and Businesses. Precision Wealth Strategies has a refined process empowering our clients to Think Bigger, accomplish more for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus - Planning with a Purpose.

Precision Wealth Strategies is a rapidly growing boutique firm looking for new team members who are eager and ambitious to join and contribute to our continued success. Just as we preach to our clients with our planning, if done right through our precise process, YOUR CAREER can be an explosion!

 

Investment Analyst Role:

The Investment Analyst will be responsible for supporting the Senior Investment Analyst and the greater investment analyst team (PWS Investment Committee). The investment analyst role plays a integral part in the day-to-day investment operations at Precision Wealth Strategies.

 

Essential Functions/Responsibilities:

  • Perform investment research on behalf of PWS and our clients to report to the Senior Investment Analyst.
  • Execute financial analysis to support firm investment models and equity strategies.
  • Complete daily Investment Management Team tasks, including, trading, portfolio structuring, cash flows, etc.
  • 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 the advisor pods in assisting with client one-off financial analyses.

 

Qualifications:

  • Bachelors degree required.
  • Advanced degree or Finance/Accounting related credential is a plus.
  • 2+ years experience in an Accounting or Finance related industry preferred.
  • Excellent Verbal & written communication skills.
  • Strong Problem solving and analytical skills
Company Description

Precision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis,
Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both
Individuals, Families, and Businesses. PWS has a refined process empowering our clients to Think Bigger, accomplish more
for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus.

Company Description

Precision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis,\r\nMissouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both\r\nIndividuals, Families, and Businesses. PWS has a refined process empowering our clients to Think Bigger, accomplish more\r\nfor themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus.

Job Tags

Similar Jobs

SpiderRock Platform Services, LLC

Client Service Representative I Job at SpiderRock Platform Services, LLC

 ...direction of the client support manager. Such responsibilities include, but are not limited to: Provide first-level telephone, chat and email support to clients using either GUI-based or automated remote trading applications Trade support and application-level... 

Johnson Controls

HVAC Truck-Based Chiller Mechanic Job at Johnson Controls

 ...technologies, and contribute to enhancing building efficiencies and sustainability with your expertise in HVAC systems. As an HVAC Truck-Based Chiller Mechanic, you will be pivotal in servicing and repairing complex commercial HVAC equipment, particularly focusing on chillers.... 

Gpac

Remote Commercial Title Examiner Job at Gpac

Seeking an experienced Remote Commercial Title Examiner. The Remote Commercial Title Examiner will oversee the completion of all title work for clients in your assigned market. The Title Examiner will search public records and examine titles to determine legal condition... 

First Citizens Bank

Senior Vice President - Director, Functional Resilience and Crisis Management (Remote) Job at First Citizens Bank

 ...internal risk frameworks. Collaborates with business partners and stakeholders along with Risk Management, Technology, Cybersecurity, Third-Party Risk, Business Continuity and Crisis Management teams to embed resilience into service delivery models, define impact tolerances... 

Hand & Stone Massage and Facial Spa - Austin, TX

Spa Manager Job at Hand & Stone Massage and Facial Spa - Austin, TX

 ...Job Description Job Description ARE YOU AN EXCEPTIONAL BUSINESS-SALES MANAGER WITH A PASSION FOR THE SPA INDUSTRY? Ready to take your Spa Management experience to new levels? WELL LOOK NO FURTHER! We are an established, well-respected and rapidly growing, full...