Portfolio Analyst: Elevate Client Wealth & Strategy

Stifel Financial Corp.; Northern (KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Stifel Financial Corp. seeks a Portfolio Analyst to support business development for clientele by building customized Financial Plans and Asset Allocation proposals, and by creating tailored reporting for new and existing clients.

The role includes evaluating portfolios, screening prospects for suitability, and making allocation recommendations in coordination with the Investment Representative, while developing marketing strategies to attract clients and manage risk daily.

Qualifications

• Minimum Bachelor’s degree or equivalent combination of education and experience.
• Minimum 4+ years financial services experience.

Responsibilities

• Facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, performing ongoing analysis of client portfolios, and executing marketing strategies to attract new clients.
• Screens new client prospects to determine suitability for addition to the group.
• Makes asset allocation recommendations to the IR and develops the portfolio with the IR.
• Critically examines current holdings to evaluate whether action is warranted.
• Develops customized financial plan/asset allocation proposals using firm tools.
• Researches and analyzes new and existing clientele and provides recommendations to the IR about opportunities or changes.
• Manages risk and ensures adherence to company policies and regulations in day-to-day activities.

Skills

Customer service

Time management

Oral & written communication

Education

Bachelor's degree

Tools

MS Outlook

Microsoft Office

Job description

Stifel Financial Corp. seeks a Portfolio Analyst to support business development for clientele by building customized Financial Plans and Asset Allocation proposals, and by creating tailored reporting for new and existing clients.

The role includes evaluating portfolios, screening prospects for suitability, and making allocation recommendations in coordination with the Investment Representative, while developing marketing strategies to attract clients and manage risk daily.