Trust Investment Analyst

About the role

Stifel strives for a culture that prioritizes its clients and associates, fostering one where everyone feels valued, welcomed, and empowered to contribute to the firm's success.

Responsibilities

• Support Portfolio Managers in managing discretionary investment portfolios
• Implement day-to-day portfolio strategy implementation, rebalancing, and monitoring across multi-asset class, multi-manager portfolios
• Work closely with Financial Advisors and manager selection and research teams to implement fiduciary appropriate investment ideas
• Prepare higher-level analytical reports to assist the team in risk management
• Conduct new account and annual Reg 9 reviews for trust company managed accounts
• Perform investment research, stay updated on industry developments
• Assist in preparing Investment Committee materials and recording minutes
• Maintain department industry research and report information
• Research client inquiries, document account activities, and interact with clients
• Perform other duties and special projects as assigned by department management

Requirements

Understand and comply with all regulations, including 12CFR9, Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.

Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality standards for services, and evaluating customer satisfaction.

Ability to understand the implications of new information for both current and future problem-solving and decision-making.

Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Qualifications

• Minimum Required: Associate's degree in business administration or equivalent work experience
• Minimum Required: 3+ years related experience in financial services
• Desired: CIMA, CFP, CFA, AIF or matriculations towards designation
• Systems & Technology: Proficient in Microsoft Excel, Word, PowerPoint, Outlook
• General experience with portfolio optimization and understanding of portfolio management software tools (Morningstar, BondWorks, Bloomberg, Factset)

Skills

Compliance with regulatory requirements

Customer service and personal service skills

Logical reasoning and problem-solving abilities

Benefits

Comprehensive benefits package including health, dental, and vision care, 401(k), wellness initiatives, life insurance, and paid time off

Pay

N/A

Schedule

N/A