senior investment analyst

Ventas, Inc.

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 Ventas is a leading S&amp;P 500 company enabling exceptional environments that benefit a large and growing aging population. With an enterprise value exceeding $50 billion and a portfolio of more than 1,400 properties across North America and the United Kingdom, Ventas is a preeminent participant in the longevity economy. Its largest business is private-pay senior housing, which includes over 850 communities providing valuable care and services to more than 90,000 residents. The Ventas portfolio also includes outpatient medical buildings, research centers and healthcare facilities that attract strong institutional demand from the largest health systems, biomedical companies and universities and other research institutions in the world. Backed by strong financial performance and a collaborative culture, Ventas has the capital, capabilities and relationships to deliver superior value. The experienced Ventas team shares a commitment to each other and to the Company&rsquo;s mission of helping people live longer, healthier, happier lives.
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 The Investments team identifies and executes high-quality opportunities that expand and strengthen the Ventas portfolio. The team combines financial insight and market intelligence to guide acquisition, disposition, and partnership decisions. This function fuels growth and helps position Ventas as a leader in the longevity economy.
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 <strong>
  About The Role
  <br/>
  <br/>
 </strong>
 The Financial Analyst, Investments is a key contributor within the Ventas Investments group, supporting the underwriting, due diligence, approval, and closing of healthcare real estate transactions focused on senior housing. This lean, high‑performing deal team evaluates opportunities ranging from single‑asset investments to multi‑billion‑dollar portfolio transactions across senior housing, outpatient medical, life sciences, and other healthcare verticals. The Financial Analyst will work directly with investments team leadership, senior management and cross‑functional partners in a fast‑paced, analytical, and deadline‑driven environment. The successful candidates will be joining a very active investments platform, with Ventas having completed &gt; $4 billion in new investments since 4Q24. Key responsibilities include:
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 <ul>
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   Build and maintain financial models to support acquisitions, joint ventures, developments, redevelopments, and debt investments.
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   Lead valuation analyses and sensitization of key transaction assumptions and risk drivers.
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   Assist in designing and structuring asset, portfolio, and entity-level transactions of varying complexity that achieve investment criteria and satisfy counterparty need
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   Conduct detailed due diligence, including operator/tenant financial assessments, market analyses, and site visits.
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   Synthesize findings and present underwriting conclusions to senior leadership.
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   Partner with brokers, sellers, and investment bankers to refine assumptions and validate transaction data.
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   Support Corporate Finance to ensure accurate integration of transaction economics into Ventas&rsquo;s financial projections.
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   Prepare materials for executive approval, investment committee review, and closing processes.
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   Collaborate with Asset Management to support a smooth integration of acquired assets post‑closing.
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 </ul>
 <strong>
  Qualifications
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  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Finance, Economics, or a related analytical field.
  </li>
  <li>
   1+ years of experience in financial analysis, commercial real estate, investment banking, private equity, corporate finance, or related analytical disciplines.
  </li>
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   Must be located in the Chicago, IL or New York, NY surrounding area or willing to relocate for the duration of employment.
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   Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations.
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  <li>
   Strong proficiency in Microsoft Excel and PowerPoint; experience with Argus, SQL, or financial modeling tools is a plus.
  </li>
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   Strong quantitative, communication, and problem‑solving skills.
  </li>
  <li>
   High sense of urgency, adaptability, and ability to manage multiple competing priorities.
  </li>
  <li>
   Must be legally authorized to work in the United States without need for employer sponsorship now or in the future
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   <br/>
  </li>
 </ul>
 <em>
  The estimated base salary range for this position is $100,000 &ndash; $130,000 per year. This range reflects a good-faith estimate of the base salary Ventas reasonably expects to pay at the time of posting. Actual base pay will be determined based on work location, skills, qualifications, relevant experience, and business needs.
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  <br/>
 </em>
 <em>
  In addition to base salary, this role is eligible for discretionary incentive compensation and a comprehensive benefits package, which includes medical, dental, vision, retirement savings, paid time off, and other wellness benefits under applicable plan terms.
  <br/>
  <br/>
 </em>
 Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate.
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 Ventas, Inc. is an Equal Opportunity Employer.
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 Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.
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</div>


Financial Analyst, Investments

Drip Wellness Bali LLC

<p>Drip Wellness Bali is an innovative wellness company recognized for delivering premium health and recovery experiences. As we continue expanding our presence and strategic initiatives in the GCC region, we are looking for a highly analytical and forward-thinking <b>Investment Analyst</b> to join our Doha team.</p><p>If you are passionate about financial strategy, investment research, and identifying growth opportunities within dynamic industries, this role offers an exciting opportunity to contribute to a rapidly evolving international brand.</p><p>Position Overview</p><p>The <b>Investment Analyst</b> will support business growth through financial analysis, investment evaluations, market intelligence, and strategic planning. The ideal candidate will possess strong analytical capabilities, financial modeling expertise, and the ability to translate data into actionable business insights.</p><p>Key Responsibilities</p><ul><li>Conduct investment research, market analysis, and financial evaluations</li><li>Develop and maintain financial models, forecasts, and valuation reports</li><li>Analyze business performance, profitability, and investment opportunities</li><li>Support strategic planning, budgeting, and expansion initiatives</li><li>Monitor market trends, economic developments, and competitor activities</li><li>Prepare presentations, investment summaries, and executive reports</li><li>Assist in due diligence, risk assessments, and financial decision-making</li><li>Collaborate with leadership on growth and investment strategies</li></ul><p>Qualifications &amp; Requirements</p><ul><li>Bachelor&rsquo;s degree in Finance, Economics, Accounting, Business, or related field</li><li>2&ndash;5 years of experience in investment analysis, corporate finance, private equity, or financial consulting</li><li>Strong knowledge of:</li><li>Financial Modeling</li><li>Investment Analysis</li><li>Valuation Techniques</li><li>Financial Forecasting</li><li>Risk Assessment</li><li>Advanced proficiency in Microsoft Excel and financial tools</li><li>Excellent analytical, organizational, and communication skills</li><li>CFA, CPA, ACCA, or related certifications are an advantage</li><li>Experience within GCC markets or international business environments is preferred</li></ul><p>What We Offer</p><ul><li>Competitive salary and benefits package</li><li>Career development and professional growth opportunities</li><li>Exposure to international wellness and investment projects</li><li>Dynamic and collaborative work culture</li><li>Opportunity to contribute to a rapidly expanding global brand</li></ul><p>How to Apply</p><p>Interested candidates are invited to submit their updated CV along with a brief cover letter highlighting their investment and financial analysis experience.</p><p>Apply today and grow your career with Drip Wellness Bali in Doha, Qatar.</p><p>Pay: QAR432,000.00 per year</p><p>Work Location: In person</p>

Investment Analyst

Ameriprise Financial

<div><p><b>About Our Company</b></p><p><br>
We&rsquo;re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses &ndash; Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.</p><p></p><p><b>
Job Description</b></p><p></p>
As a Senior Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealer's Advice &amp; Wealth Management (AWM) segment, specifically those related to investment performance reporting. Responsibilities include conducting research, defining and documenting business requirements, and providing analytical and reporting support. Additionally, you will contribute to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities across the AWM segment of Ameriprise Financial.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p>
In collaboration with other business units (e.g. products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the front-end experience</p></li><li><p>
Provide data quality oversight, escalation support, process and procedure development, and back-up support to &ldquo;business and usual&rdquo; performance reporting operational tasks.</p></li><li><p>
Maintain or supervise control-related testing across the various performance tools and processes to ensure a single, cohesive approach to testing/audit protocols of reporting mechanisms and underlying data</p></li><li><p>
In collaboration with other business units, participate in the performance verification compliance process for third-party investment manager performance information on the Advisory Platform</p></li><li><p>
Help maintain business ownership of the performance reporting tools utilized for both client performance reporting and product performance reporting for the Advisory Platform</p></li></ul><p></p><p>
The team is headquartered in Minneapolis, MN. Candidates may also sit in the Charlotte, NC or Troy, MI office, with regular virtual collaboration via Microsoft Teams.</p><p></p><p><b>
Required Qualifications</b></p><ul><li><p>
5+ years of experience in the financial services industry</p></li><li><p>
Bachelor's Degree or equivalent experience</p></li><li><p>
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.</p></li></ul><p></p><p><b>
Preferred Qualifications</b></p><ul><li><p>
Investment performance measurement, analysis, and reporting experience in a financial services organization (broker/dealer preferred)</p></li><li><p>
Knowledge in investment concepts, practices, procedures, management operations and tools</p></li><li><p>
Experience with both account level performance and product level composite performance.</p></li><li><p>
Conceptual and practical understanding of money-weighted and time-weighted return methodologies, performance characteristic metrics (e.g. alpha, beta), asset allocation, and benchmarking.</p></li><li><p>
Experience working with performance measurement and portfolio accounting systems (e.g., Pershing X (fka Albridge), First Rate, InvestCloud (aka APL), Informa Profile Producer, Envestnet, Morningstar Direct, &amp; FactSet)</p></li><li><p>
Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards</p></li><li><p>
Understanding of Global Investment Performance Standards (GIPS) and ability to apply the standards to performance calculations and representations</p></li><li><p>
Knowledge of practices and procedures of retail-oriented investment products and financial planning</p></li><li><p>
Strong communications skills, both oral and written, to interact with team, business partners, advisors, senior management and vendors</p></li><li><p>
Ability to effectively and efficiently multi-task between different projects and recurring tasks</p></li><li><p>
Ability to execute on small to large scale projects with limited supervision</p></li><li><p>
Ability to establish and maintain strong relationships with vendors and across the organization</p></li><li><p>
Strong leadership skills to effectively guide junior colleagues. This is a leadership role. While it does not include direct people management, the selected candidate will lead through influence, collaboration, and subject matter-expertise</p></li><li><p>
Ability to stay current with regulatory requirements and best practices</p></li></ul><p></p><p><b>
Visa Sponsorship</b></p><p>
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).</p><p></p><p><b><br>
In-Office Collaboration</b></p><p>
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders &mdash; clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.</p><p></p><p><b>
Base Pay Salary</b></p><p></p>
The estimated base salary for this role is $100,000 - $115,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b><b>
</b></p></div></div></div></div></div></div></div>FPPS Wealth Management Solutions<p></p><p><i>
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.</i></p><p></p><p><i>
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.</i></p></div>

Senior Analyst, Investment Performance

Bessemer Trust

<div>
 Bessemer Trust is seeking a Hedge Fund Research Analyst to join its Hedge Fund team in New York. This role is ideal for an early-career investment professional with approximately 0&ndash;3 years of relevant experience who is interested in hedge fund investing, portfolio analytics, risk management, and investment due diligence.
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 The analyst will play an integral role within the hedge fund program, supporting portfolio management, manager due diligence, risk monitoring, performance analysis, and reporting activities. Working closely with senior investment professionals, the successful candidate will help maintain the analytical and operational infrastructure that supports investment decision-making across a diversified portfolio of hedge fund managers.
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  Role Responsibilities
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 </strong>
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  Portfolio Analytics &amp; Risk Management
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   Maintain and monitor portfolio, manager, and market data across investment systems and databases.
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   Perform quantitative analysis of hedge fund managers and portfolios, including performance, risk, correlation, exposure, attribution, and drawdown analysis.
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   Assist with portfolio liquidity monitoring, cash management, and subscription/redemption tracking.
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   Support the preparation of portfolio risk reports and related analytics for investment professionals and senior management.
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   Ensure the accuracy and consistency of data utilized in investment analysis and reporting.
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  </li>
 </ul>
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  Investment Due Diligence
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   Support quantitative due diligence efforts for prospective hedge fund investments.
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   Attend meetings with prospective and existing hedge fund managers, prepare detailed meeting notes, and share with the team.
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   Analyze manager performance, portfolio characteristics, peer group comparisons, and risk metrics.
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   Assist with onboarding new hedge fund investments and maintaining investment records across internal systems.
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   Participate in the ongoing monitoring of existing managers and portfolio holdings.
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  Reporting &amp; Communications
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   Prepare recurring and ad hoc reports, presentations, and investment materials for internal and external audiences.
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   Support the production of quarterly letters, portfolio reviews, investment committee materials, and client communications.
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   Maintain high standards of accuracy, consistency, and presentation quality across all published materials.
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   Respond to routine inquiries regarding portfolio performance, holdings, and reporting data.
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  </li>
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  Data &amp; Vendor Management
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   Maintain hedge fund databases, reporting systems, and analytical tools.
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   Reconcile and validate data across multiple internal and external sources.
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   Coordinate with third-party data providers and technology vendors to ensure timely and accurate information.
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   Assist with testing, implementation, and enhancement of analytical and reporting platforms.
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  Cross-Functional Collaboration
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   Work closely with investment, finance, operations, compliance, and client-facing teams.
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   Support portfolio management activities and ensure consistency of information across departments.
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   Assist with special projects and strategic initiatives as needed.
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  </li>
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 <strong>
  Qualifications
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 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Finance, Economics, Accounting, Mathematics, Statistics, Engineering, or a related discipline.
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   Approximately 0&ndash;3 years of experience in asset management, hedge funds, investment consulting, fund administration, performance reporting, investment banking, equity research, or a related field.
  </li>
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   Strong analytical and quantitative skills.
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   Understanding of financial markets, investment concepts, and portfolio analytics.
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   Advanced proficiency in Microsoft Excel and PowerPoint.
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   Experience working with financial databases and analytical tools is preferred.
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   Experience leveraging large language models (LLMs) and AI-based tools to enhance research, analytical, reporting, or operational workflows is a plus.
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   Exposure to Python, SQL, VBA, Power BI, or similar technologies is a plus.
  </li>
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   Progress toward CFA or CAIA designation is a plus.
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  </li>
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 <strong>
  Preferred Characteristics
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   Strong attention to detail and commitment to accuracy.
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   Excellent written and verbal communication skills.
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   Ability to manage multiple priorities in a fast-paced environment.
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   Intellectual curiosity and interest in hedge fund strategies and alternative investments.
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   Strong organizational skills and a proactive approach to problem solving.
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   Collaborative mindset and willingness to contribute wherever needed.
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 </ul>
 The base salary range for this position is $85,000 - $105,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit&rsquo;s incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.
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 <strong>
  About Bessemer Trust
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bessemer Trust is a family office, overseeing $250 billion in assets for over 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management &mdash; disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
  </li>
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   Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
  </li>
  <li>
   Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer&rsquo;s adherence to putting clients&rsquo; interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
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 <strong>
  Key Facts
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   For more than 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
  </li>
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   Headquartered in New York&rsquo;s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm&rsquo;s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
  </li>
  <li>
   To watch a video about Bessemer Trust&rsquo;s history, click here.
  </li>
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   To learn more about Bessemer Trust, click here.
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  </li>
 </ul>
 <strong>
  About Our Employee Rewards And Benefits
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   We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
  </li>
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   Competitive base salary plus discretionary annual bonus for select positions
  </li>
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   A 401(k) plan with a generous annual profit-sharing contribution
  </li>
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   Personalized development and career opportunities, including tuition reimbursement support
  </li>
  <li>
   Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
  </li>
  <li>
   Employee assistance (EAP) and wellness programs
  </li>
  <li>
   Hybrid work environment: 60% in office, 40% remote for most positions
  </li>
  <li>
   Paid time off and paid parental leave
  </li>
  <li>
   Employer-paid life insurance and short- and long-term disability coverage
  </li>
  <li>
   Legal services and financial wellness plans at no cost to employees
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  </li>
 </ul>
 <em>
  Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.
 </em>
</div>


Associate Hedge Fund Research Analyst

Rasmal Ventures

<p>Rasmal Ventures is a Qatar-based venture capital firm focused on investing in high-growth technology startups across the MENA region, particularly in sectors such as fintech, AI, climate tech, logistics, and B2B SaaS.</p><p>The <b>Experienced Investments Analyst</b> at Rasmal Ventures plays a critical role in sourcing, evaluating, and managing venture capital investments for the Rasmal Innovation Fund I in Doha, Qatar.</p><p><b>Job Description &amp; Core Responsibilities</b></p><p>Deal Sourcing: Identifying high-growth tech startups in Fintech, AI, Climate Tech, and B2B SaaS across Qatar and the broader MENA region.</p><p>Due Diligence: Evaluating startup business models, analyzing market sizes, assessing competitive landscapes, and interviewing founding teams.</p><p>Financial Modeling: Building detailed valuation models, projecting fund returns, tracking portfolio performance metrics, and managing cap tables.</p><p>Investment Memos: Drafting comprehensive investment committee memorandums and presentation decks to recommend equity financing.</p><p>Portfolio Support: Assisting existing portfolio companies with financial planning, strategic growth, and preparation for subsequent funding rounds.Candidate</p><p>RequirementsExperience:</p><p>3 to 7 years of professional experience in Venture Capital, Private Equity, Investment Banking, or Corporate Development.</p><p>Education: Bachelor&rsquo;s degree in Finance, Economics, Mathematics, or Engineering.Certifications: Progress toward a CFA charter or holding an MBA is highly preferred.</p><p>Hard Skills: Elite proficiency in advanced Excel (financial modeling) and PowerPoint (pitch decks).</p><p>Regulations: Familiarity with Qatar Financial Centre Regulatory Authority (QFCRA) fund structures is a major advantage.</p><p>الراتب المدفوع: QAR١٨٬٠٠٠٫٠٠&nbsp;لكل شهر</p><p>موقع العمل: بشكل شخصي</p>

Experienced Investments Analyst

Stifel

<div>Why Stifel:
<div>
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.</div><div></div><div><br>
Let&rsquo;s talk about how you can find your place here at Stifel, <b>where success meets success</b>.</div>
What You'll Be Doing:
<div>
The Trust Investment Analyst is to support the Portfolio Managers in managing discretionary investment portfolios while also being responsible for managing a small book of business. The primary function of this role is day-to-day portfolio strategy implementation, rebalancing, and monitoring across a board range of multi-asset class, multi-manager portfolios. The Trust Investment Analyst is part of the portfolio management team and works closely with Financial Advisors and manager selection and research teams to implement fiduciary appropriate investment ideas. The Trust Investment Analyst will also be responsible for higher level analytical reports to assist the overall team in risk management.</div>
What We're Looking For:
<ul><li>Invest portfolios in accordance with guidelines and target allocations</li><li>
Liaise and coordinate with trading, operations, compliance, and client service areas</li><li>
Monitor portfolio performance, asset allocation guidelines, prepares customized reports and assists with quarterly client reviews.</li><li>
Ensure appropriate implementation of strategy across client portfolios.</li><li>
Works closely with research and investment due diligence teams, to support the fiduciary channel.</li><li>
Responsible for conducting new account and annual Reg 9 reviews for trust company managed accounts.</li><li>
Performs investment research, keeps informed of developments in investment management industry.</li><li>
Assist in preparation of Investment Committee materials and responsible for recording minutes. Maintain department industry research and report information.</li><li>
Research client inquiries, document account activities and client interactions</li><li>
Other duties and special projects as assigned by department management.</li></ul>
What You'll Bring:
<ul><li>Understand and comply with all regulations, including 12CFR9, Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.</li><li>
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.</li><li>
Ability to understand the implications of new information for both current and future problem-solving and decision-making.</li><li>
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.</li></ul>
Education &amp; Experience:
<ul><li>Minimum Required: Associate's degree in business administration or equivalent work experience</li><li>
Minimum Required: 3+ years related experience in financial services</li></ul>
Licenses &amp; Credentials:
<ul><li>Minimum Required: None</li><li>
Desired: CIMA, CFP, CFA, AIF or matriculations towards designation</li></ul>
Systems &amp; Technology:
<ul><li>Proficient in Microsoft Excel, Word, PowerPoint, Outlook</li><li>
General experience with portfolio optimization and understanding of portfolio management software tools. (Morningstar, BondWorks, Bloomberg, Factset).</li></ul>
About Stifel:
<div>
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients&rsquo; money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.</div><div></div><div><br>
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let&rsquo;s talk about how you can find your place here at Stifel, where success meets success.</div><div></div><div><br>
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.</div><div></div><div><br>
Stifel&rsquo;s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.</div><div></div><div><br>
Stifel is an Equal Opportunity Employer.</div></div><div></div>

Trust Investment Analyst

Principal Financial Group

<div>What You'll Do:
<div>
The Senior Portfolio Analyst role within Principal Asset Allocation&rsquo;s (PAA) Portfolio Management team ($250 billion in assets) is responsible for the day-to-day research and implementation of open-architecture, multi-manager equity strategies. This role supports core-satellite strategies in portfolio construction and management decisions across six active equity strategies through quantitative research and analysis of approximately $20 billion in AUM.</div><p></p><p><b><br>
What </b><b>You&rsquo;ll</b><b> Do</b></p><ul><li>
Lead research efforts focused on developing, enhancing, and maintaining systematic indicators to inform portfolio management decisions, including active-passive allocations, manager allocations, and portfolio construction across core-satellite portfolios</li><li>
Enhance active-passive implementation frameworks to determine the optimal use of active managers, passive exposures, and blended structures based on market conditions, macro trends, and asset class dynamics</li><li>
Design and maintain systematic risk mitigation signals, including mean reversion and stop-loss frameworks, to guide tactical positioning</li><li>
Build, maintain, and enhance quantitative models and analytical frameworks used for portfolio optimization, signal generation, scenario analysis, and performance attribution</li><li>
Monitor portfolio risk exposures, including sector, regional, factor, style, and macroeconomic risks, ensuring alignment with investment objectives and risk tolerances</li><li>
Conduct research on market structure, behavioral finance, factor dynamics, and systematic investment strategies to support portfolio outcomes</li><li>
Support portfolio management decision-making through analysis that informs portfolio allocation recommendations</li></ul>
Who You Are:
<ul><li>Bachelor's degree with an emphasis in finance, economics, accounting, or another technical field</li><li>
8+ years related experience that includes quantitative research, risk management, risk analysis</li><li>
Experience working with equities or equity portfolios, including exposure to portfolio construction, manager selection, or equity market analysis</li><li>
Strong understanding of portfolio construction, asset allocation, manager selection and risk management</li><li>
Programming experience (Python, R, C++, SQL)</li><li>
Experience with performance or risk-based platforms such as Factset, Barra, Bloomberg, Morningstar</li></ul><div><b><br>
Skills </b><b>That Will Help You Stand Out</b></div><ul><li>
Advanced training in mathematics, statistics, computer science, or another highly quantitative field</li><li>
Demonstrates strong analytical and problem-solving skills with the ability to synthesize large datasets into actionable insights and recommendations</li><li>
Experience applying artificial intelligence or machine learning techniques to portfolio construction, investment research, or signal development</li><li>
Excellent ability to communicate advanced concepts in a concise and logical manner</li><li>
Strong attention to detail, organizational skills, and the ability to manage multiple tasks and requests from various stakeholders in a timely and efficient manner</li></ul>
Salary Range Information: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range: $157000 - $213000 / year Salary Details:
<div>
The base salary range for this role is <b>$157,000 - $213,000 </b>as indicated above. Final compensation will be determined based on skills, experience, and alignment with the role&rsquo;s responsibilities.</div><div></div><div><br>
In addition to base pay, this role participates in an <b>annual profit share bonus plan</b>.</div>
Time Off Program: Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don&rsquo;t accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible: No Additional Information:
<h2 class="jobSectionHeader"><b>Location(s)</b></h2><div>
We&rsquo;re open to considering remote and hybrid talent. Locations for hybrid talent include New York City, Raleigh, Des Moines or Seattle.</div><h2 class="jobSectionHeader"><b>
Work Authorization/Sponsorship
</b></h2><div>At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.</div><h2 class="jobSectionHeader"><b>
Nonimmigrant Workers</b><b> and </b><b>Green Card for Employment-Based Immigrants</b></h2><h2 class="jobSectionHeader"><b>
Investment Code of Ethics
</b></h2><div>For Principal Asset Management positions, you&rsquo;ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.</div><h2 class="jobSectionHeader"><b>
Experience Principal
</b></h2><div>At Principal, we value connecting on both a personal and professional level. Together, we&rsquo;re imagining a more purpose-led future for financial services &ndash; and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.</div><h2 class="jobSectionHeader"><b>
Principal is an Equal Opportunity Employer
</b></h2><div>All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.</div>
 Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 6/3/2026 Latest Post Date: Careers - US: 6/3/2026</div>

Senior Portfolio Analyst, Asset Allocation

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