Portfolio Analyst

3 weeks ago

San Francisco, United States Stifel Full time

**Summary**

In 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 & 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**
- Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Time Management - Managing one’s own time and priorities to ensure the meeting of deadlines.
- Oral and Written Expression - The ability to communicate information and ideas in spoken or written form so that others will understand.

**Education & Experience**
- High School Diploma or equivalent experience preferred.
- 4+ years' financial services experience.

**Licenses & Certifications**
- Series 7 & 63 required.

**Systems & Technology**
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook

**Salary**: $75,000-$90,000

**About Stifel**

Stifel is a 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.

**Licenses & Certifications**: Preferred
- Series 63
- Series 7

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