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:
\nCompany 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.
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.
...Milwaukee Tool, DeWalt & much more!All major Holidays & Birthday offInternal recognition programs that support an engaged workplace... ...town internsCompensationCompetitive base pay starting at $20.00/hr*The pay listed for this position may vary based on experience....
...Description Cascade Process Controls is hiring a Fiber Optic Splicer that will be responsible for installing, splicing, testing, and maintaining fiber optic cables to ensure reliable network performance. This role supports the construction and operation of telecommunications...
...CDL A Truck Driver Owner Operator (Dry Van) CRST The Transportation Solution Inc. Empowering Independent Contractors Nationwide Are you a CDL A Truck Driver ready to run your own business with the backing of a trusted carrier? CRST is looking for Owner Operators...
...Prehistoric Archeaology, Phase I-III fieldwork, Valid drivers license ~ A Masters Degree from an accredited school in anthropology, archaeology, or a closely related field. ~ Must meet the Secretary of the Interiors Qualification Standards for Archaeologists. ~4+...
...assigned.2. Prepares research reports and technical papers for publishing.3. Investigates the feasibility of applying a wide variety of... ...and medical education at the Miller School of Medicine. As an academic medical center, we are proud to serve South Florida, Latin America...