Portfolio Analyst

Stifel•Zionsville, IN

4d•Onsite

About The Position

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.

Requirements

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.
Bachelor's degree or equivalent combination of education and experience.
4+ years financial services experience.
FINRA Series 7 & 63.
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.

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.