Top 105 Portfolio analyst Jobs in Kansas City Mo

Equity Analyst
Commerce Bank —Kansas City, MO
- $137,000 - $187,500 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Digital Product Analyst
UMB Financial Corporation —Kansas City, MO
- $57,760 - $109,460 a year
- Email
- Mid-level
- Bachelor's degree
- US work authorization
- Paid holidays
- Health insurance
Sr. Logistics Analyst (Kansas City)
Abbott Laboratories —Kansas City, MO
- $78,000 - $156,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- ERP systems
- Health insurance
- Tuition reimbursement
Investment Analyst
NorthPoint Development LLC —Kansas City, MO
- Mid-level
- In-person
- Communication skills
- Health savings account
- Health insurance
Quick Apply
Investment Analyst
Copaken Brooks —Kansas City, MO
- Full-time
- Construction site
- Mid-level
- Office
- Health savings account
- AD&D insurance
Quick Apply
7d
Sr Financial Portfolio Analyst
AscendLearning, LLC —Leawood, KS
- Hybrid work
- 6 years
- Software troubleshooting
- Office
- Health insurance
- Dental insurance
Quick Apply
Business Intelligence Analyst
Academy Bank —Kansas City, MO
- $55,000 - $65,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Disability insurance
Consulting Analyst
Black & Veatch Family of Companies —Overland Park, KS
- $66,022 - $110,242 a year
- Full-time
- Background check
- Computer literacy
- Pass drug screening
- AD&D insurance
- 401(k)
Business System Analyst
Performance Contracting —Lenexa, KS
- $70,000 - $100,000 a year
- Background check
- Azure
- Mid-level
- AD&D insurance
- Paid holidays
Energy Analyst
CBRE —Kansas City, KS
- $70,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Basic math
- Health insurance
- Dental insurance
9d
Consultant, Research & Intelligence
Spotlight —Kansas City, MO
- 5 years
- Presentation skills
- US work authorization
Business Intelligence Analyst
Academy Bank, N.A. —Kansas City, MO
- $55,000 - $65,000 a year
- Mid-level
- Office
- Finance
- Paid holidays
- Disability insurance
Quick Apply
SAP Applications Development Analyst I
Kansas City National Security Campus —Kansas City, MO
- Hybrid work
- System design
- Java
- SQL
Budget Analyst
US Farm Production and Conservation (FPAC) Business Center —Kansas City, MO
- $76,463 - $118,204 a year
- Online Application
- Hybrid work
- Background check
- Customer service
- Writing skills
7d
Investor Reporting Analyst
KeyBank National Association —Overland Park, KS
- $63,000 - $96,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
Senior Commercial Loan Portfolio Analyst
First Federal Bank of Kansas City —Leawood, KS
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Office
Quick Apply
Associate Editors- Greetings & Gifts
Hallmark Marketing Company —Kansas City, MO
- Hybrid work
- Marketing
- Bachelor of Science
- Pass drug screening
- Profit sharing
- Health insurance
Project Manager
UMB Financial Corporation —Kansas City, MO
- $98,208 - $144,705 a year
- Email
- Office
- Bachelor's degree
- Quality control
- Paid holidays
- Health insurance
Senior Data Analyst
MMGY Global —Overland Park, KS
- Urgently hiring
- Hybrid work
- Marketing
- 5 years
- Office
- Paid time off
Packaging Editor
Hallmark Marketing Company —Kansas City, MO
- $48,000 - $70,000 a year
- Hybrid work
- Pass drug screening
- English
- Research
- Profit sharing
- Health insurance

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portfolio analyst jobs near kansas city mo

Equity Analyst

Commerce Bank -
Kansas City, MO

Apply Now

Job Details

Full-time
$137,000 - $187,500 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Microsoft Excel
Microsoft Outlook
Bachelor's degree
Company valuation
Equity research
Financial markets knowledge

Full Job Description

About Working at Commerce

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

Compensation Range

Annual Salary: $137,000.00 - $187,500.00 (Amount based on relevant experience, skills, and competencies.)

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

About This Job

The main purpose of this role is to conduct in-depth fundamental equity research on industries, companies and individual equities to make buy/sell recommendations; then clearly communicate research to investment team.

Essential Functions

Provide fundamental research on industries, companies, and their publicly traded securities
Provide valuation analysis leading to recommendation of investment actions
Present investment recommendations and associated research to the investment team in a clear concise manner
Monitor market, economic, policy, and company-specific developments and assess their impact on portfolio positioning and risk
Analyze portfolio holdings, attribution, and relative performance to identify trade opportunities, risks, and associated actions
Maintain relationships with sell-side analysts and industry contacts to strengthen research insight and idea generation
Prepare clear written communication and present complex investment theses to a wide variety of audiences
Perform other duties as assigned

Knowledge, Skills & Abilities Required

Deep knowledge of equity markets, portfolio construction, valuation methods, and fundamental equity research
Ability to explain complex investment ideas to both technical and non-technical audiences
Sound judgment, intellectual curiosity, and the ability to operate independently while collaborating effectively across investment teams
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Advanced level proficiency with Microsoft Word, Excel and Outlook

Education & Experience

Bachelor’s degree in finance, economics, accounting, or a related field required; MBA or other advanced study preferred
5+ years of experience in equity research, portfolio management, or investment analysis required
Chartered Financial Analyst (CFA) designation preferred

**Level of role is determined by knowledge, experience, skills, abilities, and education.

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Investment Analyst III & Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $137,000 to $187,500 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

#LI-DB1

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type:

Full time

Apply Now

Refine Your Search

portfolio analyst jobs in kansas city mo

Equity Analyst

Digital Product Analyst

Sr. Logistics Analyst (Kansas City)

Investment Analyst

Investment Analyst

Sr Financial Portfolio Analyst

Business Intelligence Analyst

Consulting Analyst

Business System Analyst

Energy Analyst

Consultant, Research & Intelligence

Business Intelligence Analyst

SAP Applications Development Analyst I

Budget Analyst

Investor Reporting Analyst

Senior Commercial Loan Portfolio Analyst

Associate Editors- Greetings & Gifts

Project Manager

Senior Data Analyst

Packaging Editor

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