Portfolio Analyst

Stifel-posted 3 months ago
Full-time • Mid Level
Grand Rapids, MI
5,001-10,000 employees
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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.

  • 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 on the business.
  • Manages risk and ensures adherence to company policies and regulations in day-to-day business activity.
  • Minimum Required: Bachelor's degree or equivalent combination of education and experience.
  • Minimum Required: 4+ years financial services experience.
  • Minimum Required: FINRA Series 7 & 63.
  • Knowledge of principles and processes for providing customer and personal services.
  • Managing 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.
  • Health, dental and vision care
  • 401k
  • Wellness initiatives
  • Life insurance
  • Paid time off
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