Trust Investment Associate

About the role

Stifel strives for a culture that puts its clients and associates first, fostering a sense of belonging and contribution to the firm's success.

Responsibilities

• Provides administrative and analytical support to portfolio managers, including completing required paperwork, updating databases, maintaining records, conducting limited research projects, and providing administrative coordination with trading, operations, and client service areas.
• Assists portfolio managers by reviewing investment portfolios for asset allocation and product guidelines, trading, rebalancing, raising cash, and producing performance reports.
• Coordinates and responds to corporate action and reorg election requests, assisting in the implementation of investment solutions when appropriate.
• Responsible for conducting new account and annual Reg 9 reviews for trust company managed accounts.
• Performs investment research, stays informed of developments in the investment management industry.
• Prepares client investment letters, presentations, and assists in preparing Investment Committee materials, recording minutes.
• Maintains department industry research and report information.
• Researches client inquiries, documents account activities, and interacts with clients.
• Performs various office-related tasks, such as answering department phone lines, distributing reports, photocopying materials, mailing correspondence, filing, and imaging.

Qualifications

• High School Diploma or equivalent work experience.
• 1-3 years' Financial Services industry experience.
• None required licenses or credentials.
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

Benefits

At Stifel, employees benefit from an entrepreneurial environment, comprehensive benefits package, including health, dental, and vision care, 401(k), wellness initiatives, life insurance, and paid time off. Stifel is also committed to equal opportunity employment and offers a variety of career opportunities across different roles within the firm.