Portfolio Analyst
St Louis, Missouri, United States, 63105
Experience: Experienced Professional (Non-Manager)
Education: Bachelor's Degree
Category: Accounting / Finance / Insurance
Industry: Financial / Financial Services
Company: Westport One
Reference ID: wCH8rO
Date Posted: 05/01/2026
Shortcut: http://jobs.mrinetwork.com/e5Uefb
Portfolio Analyst
Our client, one of the world’s leading investment advisory firms, provides sophisticated investment expertise to a select group of institutional investors and HNW/UHNW families. They are seeking a Portfolio Analyst to support client-facing consultants by helping develop investment strategies, perform asset allocation analysis, conduct investment manager research, and analyze portfolio performance.
This role is ideal for someone who enjoys solving complex investment problems and collaborating with consultants, custodians, and investment managers to deliver thoughtful solutions for clients.
Qualified candidates will have 3+ years of investment analysis experience, a Bachelor’s degree, and ideally be pursuing or holding the CFA designation. Experience working with investment policy statements, portfolio analytics, and client interaction is highly valued.
This is a salary + bonus opportunity with excellent benefits, exposure to sophisticated portfolios, and occasional reimbursed travel. If you enjoy solving complex investment puzzles, collaborating with smart people, and working with clients who expect thoughtful, high-level advice, this could be a great next step in your career.
To learn more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one of the following:
- ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)
- Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/portfolioanalystSTL in the subject line.
- NO CALLS PLEASE
-
SVP Senior Trust Officer
Little Rock, Arkansas, United States, 72223
Westport OneSVP Senior Trust Officer Our client is seeking an experienced Senior Vice President, Trust Officer to lead the administration of sophisticated fiduciary relationships while serving as a trusted advisor to high-net-worth individuals and multi-generation...
Date Posted: 05/18/2026 Recommended
-
Senior Healthcare Architect / Interior Designer - Kansas City, MO
Kansas City, Indiana, United States
Management Recruiters of Zionsville (Indianapolis)Senior Healthcare Architect / Interior Designer Kansas City, MO A growing, design-focused architecture and interiors practice is seeking a Senior Healthcare Architect / Interior Designer to join its healthcare team in the Kansas City area. This opportu...
Date Posted: 06/01/2026 Recommended
-
Natural Channel Manager
Bergen County, NJ
The Dunwoody GroupNatural Channel Manager A Global Beverage Manufacturer based in Bergen County, NJ is seeking a results-driven Natural Channel Manager to lead growth across key retail partners including Whole Foods, Sprouts, UNFI, and KEHE. This role is central to acce...
Date Posted: 04/07/2026 Recommended
-
Natural Channel Manager
Bergen County, NJ
The Dunwoody GroupNatural Channel Manager A Global Beverage Manufacturer based in Bergen County, NJ is seeking a results-driven Natural Channel Manager to lead growth across key retail partners including Whole Foods, Sprouts, UNFI, and KEHE. This role is central to acce...
Date Posted: 04/07/2026 Recommended
-
Senior Architect
Dallas, Texas, United States
Siter-Neubauer & AssociatesSenior Architect Dallas, TX We are looking for a talented Senior Architect to join one of the most dynamic and rapidly growing Architectural & Engineering firms that powers Dallas! 🏙️Here’s the deal: This Dallas-based firm has been a local leader for ...
Date Posted: 01/19/2026 Recommended
-
Structural Design Engineer
Cincinnati, Ohio, United States
Management Recruiters of Zionsville (Indianapolis)Structural Design Engineer – Cincinnati, OH Our client, a national construction products manufacturer, is seeking a Structural Design Engineer. As a crucial member of the organization, you will specialize in structural engineering design, offering vita...
Date Posted: 06/02/2026 Recommended
-
USA Sales Manager, Full-Time – Remote – West Coast
Los Angeles, California, United States
Management Recruiters of LowcountryMR Lowcountry, LLC. Nebo, NC 28761 Telephone: 843-628-5021 tom@mrlowcountry.com USA Sales Manager, Full-Time – Remote – West Coast We are currently searching for a Sales Manager for our client. This is a next-generation industrial biotechnology company...
Date Posted: 05/21/2026 Recommended
-
Structural Engineer
Dallas, Texas, United States
Siter-Neubauer & AssociatesStructural Engineer Dallas, TX Calling all Structural Engineers! About the Company Join a highly respected, multidisciplinary engineering and design firm headquartered in Dallas with decades of experience shaping communities across Texas and beyond. Th...
Date Posted: 05/06/2026 Recommended
-
Branch Manager
Shelbyville, Illinois, United States
Highland Consulting Group, Inc.Branch Manager We have an outstanding branch management opportunity in Shelbyville, IL with a bank that is experiencing steady growth. Our client is looking to add a branch manager to oversee one of their key branches in Shelby County. The position is ...
Date Posted: 05/28/2026 Recommended
-
Deposit Sales Relationship Manager
Los Angeles, CA
Sales Consultants of SacramentoImmediate opening for Deposit Sales/Relationship Manager in Greater Los Angeles with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. Ability to determine your own care...
Date Posted: 04/08/2026 Recommended
-
Sales Manager - LATAM Remote, Full-Time (MUST LIVE IN MEXICO)
Mexico City, Mexico
Management Recruiters of LowcountryMR Lowcountry, LLC. Nebo, NC 28761 Telephone: 843-628-5021 tom@mrlowcountry.com Title: Sales Manager - LATAM Remote, Full-Time (MUST LIVE IN MEXICO) Position Summary The primary accountability of this position is to profitably grow sales by providing u...
Date Posted: 05/21/2026 Recommended
-
Senior Accountant
Lafayette, Indiana, United States
Management Recruiters of Zionsville (Indianapolis)Senior Accountant – Lafayette, IN Our growing, private equity-backed, niche market manufacturing client, headquartered in Lafayette, IN is actively searching for a Senior Accountant. The Senior Accountant is responsible for assisting the Chief Financia...
Date Posted: 05/08/2026 Recommended
-
Sr. Network Engineer - Modern Networks (CCNP or CCIE)
New Jersey, United States
new york, New York, United States
The Trevi GroupSr. Network Engineer - Modern Networks (CCNP or CCIE) * Remote role - based in the Northern NJ / NYC metro area * Full-time Perm role | working on Fortune 500 projects | High-impact role If you’re the type of engineer who loves solving big network chal...
Date Posted: 05/21/2026 Recommended
-
Branch Manager
South Chicago, Illinois, United States
Highland Consulting Group, Inc.We are recruiting a Branch Manager for a regional bank that has been experiencing steady growth in the Chicago market. Our client is looking to add a branch manager to oversee one of their key branches in South Chicago. The Position: The Branch Manager...
Date Posted: 05/19/2026 Recommended
-
Deposit Sales Relationship Manager
Oakland, CA
Sales Consultants of SacramentoImmediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. Very competitive comp plan that is aggressively tailored ...
Date Posted: 05/13/2026 Recommended
-
Deposit Sales Relationship Manager
Salinas, CA
Sales Consultants of SacramentoImmediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. Very competitive comp plan that is aggressively tailored ...
Date Posted: 04/29/2026 Recommended
-
Deposit Sales Relationship Manager
Irvine, California, United States, 92614
Sales Consultants of SacramentoImmediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. Very competitive comp plan that is aggressively tailored ...
Date Posted: 04/30/2026 Recommended
-
Deposit Sales Relationship Manager
Monterey, CA
Sales Consultants of SacramentoImmediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. Very competitive comp plan that is aggressively tailored ...
Date Posted: 04/08/2026 Recommended
-
Deposit Sales Relationship Manager
Portland, OR
Sales Consultants of SacramentoImmediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. Very competitive comp plan that is aggressively tailored ...
Date Posted: 05/13/2026 Recommended
-
Deposit Sales Relationship Manager
San Jose, CA
Sales Consultants of SacramentoImmediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. Very competitive comp plan that is aggressively tailored ...
Date Posted: 04/08/2026 Recommended
-
Deposit Sales Relationship Manager
New York, NY
Sales Consultants of SacramentoImmediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. Very competitive comp plan that is aggressively tailored ...
Date Posted: 04/08/2026 Recommended
-
Agricultural / Commercial Loan Officer
Modesto, CA
Sales Consultants of SacramentoResponsible for developing new business and client relationships, producing a variety of agricultural loans as well as generating and managing a portfolio of business and corresponding relationships. This position will have responsibility for underwrit...
Date Posted: 04/15/2026 Recommended
-
Agricultural / Commercial Loan Officer
Davis, CA
Sales Consultants of SacramentoResponsible for developing new business and client relationships, producing a variety of agricultural loans as well as generating and managing a portfolio of business and corresponding relationships. This position will have responsibility for underwrit...
Date Posted: 05/06/2026 Recommended
-
Agricultural / Commercial Loan Officer
Sacramento, CA
Sales Consultants of SacramentoResponsible for developing new business and client relationships, producing a variety of agricultural loans as well as generating and managing a portfolio of business and corresponding relationships. This position will have responsibility for underwrit...
Date Posted: 04/30/2026 Recommended
-
Clinical Pharmacy Specialist
Michigan, United States
Siter-Neubauer & AssociatesClinical Pharmacy Specialist 📍 Michigan Deliver Safe, High-Quality Medication Therapy in a Clinical Setting A respected healthcare organization is seeking a knowledgeable and detail-oriented Clinical Pharmacist to provide exceptional pharmaceutical ca...
Date Posted: 01/19/2026 Recommended
-
Certified Prosthetist / Certified Prosthetist-Orthotist (CP/CPO) – Dallas, TX
Dallas, United States
The Newell GroupAre you a dedicated CP or CPO looking to grow your career in a dynamic, patient‑focused environment? Our client, a well‑established orthotics and prosthetics practice in the Dallas, TX market, is seeking an experienced Certified Prosthetist / Certified...
Date Posted: 03/03/2026 Recommended
-
Business Development Manager
Albany, New York, United States
Connecticut, United States
New Jersey, United States
Philadelphia, Pennsylvania, United States
Management Recruiters of Zionsville (Indianapolis)Business Development Manager Our client is a leading manufacturer of advanced underground water storage and treatment solutions, known for delivering innovative, engineered systems to civil, environmental, and municipal markets. With a long-standing re...
Date Posted: 05/11/2026 Recommended
-
Chief Construction Estimator
Miami, Florida, United States
The Neeljym Search GroupTired of playing it safe? Or maybe you’re ready to stop just "running numbers" and start steering the ship of a $100M+ portfolio. It’s time to move beyond the calculator—and finally own the strategy that wins the work. This is your opportunity to serve...
Date Posted: 02/06/2026 Recommended
-
Project Manager - Mechanical - Richmond
Richmond, VA
Highland Consulting Group, Inc.Mechanical Project Manager - Data Center About Us: Highland Consulting Group is a national executive search firm specializing in recruiting top-tier construction talent. With over 75 years of industry experience, we pride ourselves on placing the right...
Date Posted: 05/01/2026 Recommended
-
Superintendent - General Construction
Weirton, WV
Highland Consulting Group, Inc.Superintendent - General Contractor Highland Consulting Group is a leading nationwide recruiting firm specializing in placing exceptional construction professionals within commercial, institutional, and industrial sectors. We're collaborating with a pr...
Date Posted: 05/01/2026 Recommended