Advisory Trading Analyst - Model Portfolios & Trades

Stifel Financial Corp.; St. Louis (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

Stifel Financial Corp. is seeking an Advisory Trading Analyst to trade discretionary advisory accounts, execute portfolio changes, and maintain model portfolios within Stifel's internal programs.

The Analyst will collaborate across departments to complete daily tasks, provide training on the Vestmark trading tool, and help ensure compliance while maximizing efficiency and minimizing risk for internal and external stakeholders.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 0-2 years’ Operations, Trading or related experience.
• Series 7 license or ability to obtain within 12 months of hire.
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

Responsibilities

• Trade discretionary accounts within internal advisory programs.
• Execute trades based on model portfolios and maintenance.
• Monitor accounts to maintain model portfolio allocations.
• Collaborate with other departments to complete daily work.
• Complete regulatory and maintenance reports per Compliance rules.

Skills

Analytical skills

Attention to detail

Organizational skills

Time management

Communication skills

Education

Bachelor's Degree or equivalent experience

Tools

Vestmark trading tool

Job description

Stifel Financial Corp. is seeking an Advisory Trading Analyst to trade discretionary advisory accounts, execute portfolio changes, and maintain model portfolios within Stifel's internal programs.

The Analyst will collaborate across departments to complete daily tasks, provide training on the Vestmark trading tool, and help ensure compliance while maximizing efficiency and minimizing risk for internal and external stakeholders.