Advisory Trading Analyst

Stifel•Saint Louis, MO

20h

About The Position

The Advisory Trading Analyst supports Financial Advisors and their advisory businesses by assisting with advisory trading activities, researching and resolving trade-related questions, and ensuring requests are processed accurately and efficiently. The role provides hands-on experience with advisory trading systems and workflows, while developing knowledge of trading processes, investment products, account restrictions, and issue resolution. The analyst works with experienced team members and other areas of the firm to resolve issues and provide timely support to Financial Advisors and branch associates. Success in the position requires attention to detail, analytical and problem-solving skills, strong service orientation, and the ability to manage competing priorities in a fast-paced trading environment. Stifel is a global wealth management and investment banking firm with more than 130 years of history and approximately 9,000 employees. It describes its culture as client- and associate-focused, entrepreneurial, and committed to innovation. The company offers a comprehensive benefits package.

Requirements

Bachelor's degree or equivalent experience.
Zero to two years of Operations, Trading, or related experience.
Series 7 license, or ability to obtain it within 12 months of hire.
Ability to develop a sound understanding of the trading platforms used by Stifel.
Ability to discern the intent of branch offices and external stakeholders and provide accurate instructions.
Ability to adapt to changes in functionality, technology, or regulatory policies.
Ability to develop in-depth knowledge and understanding of advisory products and services.
Strong analytical skills and attention to detail to minimize risk to the firm.
Strong organizational, time-management, and prioritization skills to manage multiple demands and meet deadlines.
Excellent verbal, written, and interpersonal communication skills.
Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.

Responsibilities

Trade new accounts based on model portfolios, ensuring trades are executed, average priced, and uploaded to the system.
Analyze and review cash and positions daily under immediate direction to determine whether accounts need to be traded to maintain model portfolio percentage allocations in accordance with department guidelines.
Provide platform support and service, giving internal and external stakeholders accurate instructions to minimize potential risk.
Collaborate with team members and management to complete the Advisory Trading team's daily responsibilities accurately and efficiently.
Complete regulatory and maintenance reports to comply with applicable rules and regulations.
Provide initial training and ongoing trade support to managers and Financial Advisors using the Vestmark trading tool.
Partner with Financial Advisors to understand trading goals and improve the user experience through appropriate, efficient solutions.