Portfolio Solutions Sr Specialist

Stifel • Saint Louis, MO

2d

About The Position

The Senior Portfolio Solutions Specialist provides customized portfolio analysis, asset allocation, and other recommendations to Financial Advisors serving high-net-worth and institutional clients. The role handles complex client situations and requires strong presentation and communication skills, a solid understanding of portfolio construction and wealth management, and deep knowledge of Stifel’s Investment Products & Services platform.

The specialist creates customized client portfolios by integrating insights from Stifel’s Investment Strategy, Product Research, and Investment Product platforms. The role also evaluates portfolio performance, produces quantitative manager performance analytics, prepares client presentations, trains Financial Advisors and support teams on Portfolio Solutions tools, and conducts research on financial market developments. Some travel by car and/or air for local, regional, and/or national purposes may be required, up to 50%.

Requirements

• B.A. or B.S. in Finance, Economics, or a related field.
• At least 5 years of related experience, including previous portfolio construction experience in a wealth management organization.
• Series 7, 63, and 65 licenses, or Series 66 in lieu of Series 63 and 65; licenses may be attained within 12 months of hire.
• Advanced knowledge of securities, including stocks, bonds, mutual funds, ETFs, SMAs, structured products, alternative investments, and options strategies.
• Advanced understanding of portfolio construction fundamentals, including asset allocation, modern portfolio theory, and investment management principles.
• Knowledge of the investment advisory business, including advisory program types.
• Knowledge of investment performance measurement methodologies, calculations, and related statistics.
• Working knowledge of portfolio accounting, investment performance measurement, trading methodologies, and associated systems within Stifel.
• Proficiency in Microsoft Outlook and Microsoft Office Suite, including Word, Excel, and PowerPoint.
• Some travel by car and/or air for local, regional, and/or national travel, up to 50%.

Nice To Haves

• Experience with investment product research software such as Morningstar Direct, Bloomberg, FactSet, Stifel AdvisorGuide (PrimaGuide), Zephyr StyleAdvisor, or similar.

Responsibilities

• Create customized portfolios for high-net-worth and institutional clients, integrating insights from Stifel’s Investment Strategy, Product Research, and Investment Product platforms.
• Address complex client scenarios involving multiple entities, concentrated stock positions, and other issues.
• Partner with Investment Products & Services teams to provide a seamless experience for high-net-worth and institutional clients.
• Customize client solutions based on clients’ behavioral characteristics and preferences.
• Conduct portfolio analyses and provide recommendations for complex client situations.
• Develop asset allocation recommendations for high-net-worth and institutional clients.
• Review and evaluate client portfolio performance.
• Prepare client presentations illustrating the results of customized portfolio analyses.
• Produce quantitative manager performance analytics in conjunction with portfolio recommendations.
• Train Financial Advisors, branch support, and advisor service teams on Portfolio Solutions tool sets.
• Conduct investigative research projects regarding developments in financial markets.

Benefits

• Health care
• Dental care
• Vision care
• 401(k)
• Wellness initiatives
• Life insurance
• Paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Senior