Portfolio Analyst

Why Stifel

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.

Let's talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

Under general supervision, the Portfolio Analyst supports the Investment Representative and team by managing client portfolios through trade execution, compliance oversight, and research-driven investment recommendations, while maintaining accurate documentation and assisting with financial planning updates.

What We're Looking For

• Facilitates the overall business development of clientele by developing customized Financial Plans / Asset Allocation proposals, performing ongoing analysis of the investment portfolios of current clients, and executing the investment strategy set forth in the team investment process and rules document.
• Together with the IR, establish effective and well-organized investment processes and rules.
• Makes asset allocation recommendations to the IR and develops the portfolio in conjunction with the IR.
• Critically examines current holdings to evaluate whether action is warranted.
• Develops customized asset allocation proposals, including leveraging the Firm's proprietary software tools.
• Research and analyze new and existing clientele and provide recommendations and / or updates to the IR about new opportunities, changes to product, or general matters of significance that may have an impact to the business.
• Manage risk and ensure adherence to both company and team policies and regulations in day-to-day business activity.
• Assist IR with the creation and review of financial plans.
• Act as secondary contact for clients in the absence of the IR.
• Act as resource for clients to speak to with questions or requests for analysis on various investment ideas.

What You'll Bring

Education & Experience

Licenses & Credentials

Systems & Technology

Compensation Range

Salary : USD $80,168.40 / Yr. - USD $84,000.00 / Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit https : / / www.stifel.com / careers / benefits. Applications are accepted until the position is filled.

About Stifel

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' 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.

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's talk about how you can find your place here at Stifel, where success meets success.

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.

Stifel is an Equal Opportunity Employer.