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Investment Reporting Specialist
2 months ago
Position Overview
The Client Reporting Services Analyst plays a crucial role in supporting the reporting systems within Stifel's Investment Products and Services Division. This position involves assisting in the maintenance of these systems, offering primary support to advisors, and participating in system improvements. A solid understanding of Stifel's product offerings, compliance regulations, and technology integrations is essential for delivering effective support.
Core Responsibilities
- Oversee the reporting systems within the Investment Products and Services Division.
- Facilitate the onboarding and management of tailored reporting services for clients.
- Document procedures for system support and update specifications as needed.
- Create marketing materials for advisors and clients.
- Handle data related to reporting within Stifel's systems.
Required Qualifications
- Understanding of wealth management and investment solutions.
- Excellent communication abilities for both internal and external engagements.
- Strong analytical skills with a focus on problem-solving.
- Capability to recognize inefficiencies and propose enhancements.
Educational Background & Experience
- Bachelor's degree in business or a related field, or equivalent experience.
- A minimum of 1 year of experience in the financial services sector.
Technical Skills
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
About Stifel
Stifel is a prominent global wealth management and investment banking firm dedicated to fostering innovation. With a presence in various locations worldwide, Stifel provides diverse career opportunities along with a comprehensive benefits package. Join Stifel to embark on a career where success aligns with innovation.
