Portfolio Analyst

Description

Under general supervision the Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • 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 marketing strategies to attract new clients.
  • Screens new client prospects, developed through leads and referrals, to determine suitability for addition to group.
  • 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 financial plan/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 company policies and regulations in day-to-day business activity.

QUALIFICATIONS

  • High School diploma or equivalent required
  • College degree preferred
  • 4 years financial industry experience required
  • Client-facing experience preferred
  • Series 7 & 63 required
  • Series 65 (66) or Series 3 may be required depending on the business coverage
  • Proficient in Microsoft Outlook and Microsoft Office Suite

ABOUT STIFEL

Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.

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.






Category

Financial and Investment Analysts


Education

High School or Equivalent


Experience

4 to 20+ years


Job type

Full time

Company
Stifel
Posted
10/02/2021
Salary Range
$73,000.00 - 154,000.00
per Year
Salary range estimated by
Location
New York, NY 10001, US
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