Portfolio Solutions Sr Specialist

What You'll Be Doing

The Senior Portfolio Solutions Specialist provides customized portfolio analyses, asset allocation, and other recommendations to Financial Advisors serving high net worth and institutional clients. The Senior Portfolio Specialist handles complex client situations with strong presentation and communication skills and is well versed in the fundamentals of portfolio construction and wealth management applied through a deep knowledge of Stifel's Investment Products & Services platform.

What We're Looking For

• Responsible for the creation of customized client portfolios for high net worth and institutional clients integrating thought leadership from Stifel's Investment Strategy, Product Research, and Investment Product platforms.• Addresses highly complex client scenarios involving multiple entities, concentrated stock positions, and other issues.• Partners with Investment Products & Services teams in providing a seamless experience for high net worth and institutional clients.• Manages the framework for customizing client solutions based on client behavioral characteristics and preferences.• Conducts portfolio analyses and provides recommendations on complex client situations.• Develop asset allocation recommendations for high net worth and institutional clients.• Reviews and evaluates client portfolio performance.• Responsible for the preparation of client presentations illustrating results of customized portfolio analyses.• Produces quantitative manager performance analytics in conjunction with portfolio recommendations.• Trains Financial Advisors, branch support, and advisor service teams on how to use Portfolio Solutions tool sets.• Conduct investigative research projects regarding developments in financial markets.• Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 50%.

 

What You'll Bring

• Advanced knowledge of securities including but not limited to stocks, bonds, mutual funds, ETFs, SMAs, structured products, alternative investments, and options strategies.• Advanced understanding of the fundamentals of portfolio construction, including asset allocation, modern portfolio theory, and investment management principles.• Knowledge of investment advisory business including advisory program types.• Analytical Skills - 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.

Education & Experience

• Minimum Required: B.A. or B.S. in Finance, Economics, or related field• Minimum Required: 5+ years related experience with previous portfolio construction experience in a wealth management organization

Licenses & Credentials

• Minimum Required: Series 7, 63, 65 (or 66 in lieu of 63 and 65) or attained within 12 months of hire

Systems & Technology

• Proficient in Microsoft Outlook and Microsoft Office Suite: Word, Excel, PowerPoint• Experience with investment product research software such as Morningstar Direct, Bloomberg, FactSet, Stifel AdvisorGuide (PrimaGuide), Zephyr StyleAdvisor, and similar

 

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.