Advisory Trading Analyst: Rebalancing & Model Maintenance

Stifel, Incorporated; St. Louis (MO); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) plan

Wellness initiatives

Paid time off

Job summary

Stifel, Incorporated is seeking an Advisory Trading Analyst to trade discretionary accounts within internal advisory programs and to maintain model portfolios. The role requires daily analysis of cash and positions, collaboration across departments, and ensuring accurate, compliant trading activity.

The candidate will support internal and external stakeholders, perform regulatory reporting, and assist in training managers on the Vestmark trading tool, while optimizing trading efficiency.

Qualifications

• Bachelor's degree or equivalent experience.
• 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 Stifel's internal advisory programs.
• Analyze and review cash and positions daily to determine trades for model allocations.
• Provide platform support to ensure accurate instructions for internal/external stakeholders.
• Collaborate with team to complete daily Advisory Trading duties.
• Complete regulatory and maintenance reports to adhere to Compliance rules.
• Provide initial training and ongoing trade support to managers using Vestmark.
• Enhance user experience by partnering with FAs to meet trading goals.

Skills

Analytical skills

Communication skills

Organization & time management

Interpersonal skills

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel, Incorporated is seeking an Advisory Trading Analyst to trade discretionary accounts within internal advisory programs and to maintain model portfolios. The role requires daily analysis of cash and positions, collaboration across departments, and ensuring accurate, compliant trading activity.

The candidate will support internal and external stakeholders, perform regulatory reporting, and assist in training managers on the Vestmark trading tool, while optimizing trading efficiency.