Portfolio Analyst

Stifel•Ft. Pierce, FL

1d•Onsite

About The Position

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. This role involves screening new client prospects, making asset allocation recommendations, critically examining current holdings, and managing risk while ensuring adherence to company policies and regulations.

Requirements

Bachelor's degree or equivalent combination of education and experience.
4+ years financial services experience.
FINRA Series 7 & 63 licenses.
Adept in Microsoft Outlook and Microsoft Office Suite including the ability to enter, edit and report data in personnel software/database and the ability to create and maintain simple spreadsheets.
Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Ability to manage one's own time and priorities to ensure the meeting of deadlines.
Ability to communicate information and ideas in spoken or written form so that others will understand.

Responsibilities

Facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals.
Performs ongoing analysis of the investment portfolios of current clients.
Executes 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.
Researches and analyzes new and existing clientele and provides 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.
Manages risk and ensures adherence to company policies and regulations in day-to-day business activity.