Stifel Financial Corp. · 14 hours ago
Portfolio Analyst
Spokane, WA
Full-time
Onsite
Mid Level
$80K/yr - $88K/yr
4+ years expStifel Financial Corp. is a global wealth management and investment banking firm committed to innovation and client success. The Portfolio Analyst will support the Investment Representative by managing client portfolios, executing trades, ensuring compliance, and providing research-driven investment recommendations.
BankingFinanceFinancial Services
Responsibilities
Facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, performing ongoing analysis of the investment portfolios of current clients, and executing the investment strategy set forth in the team investment process and rules document
Together with the IR, establish effective and well-organized investment processes and rules
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 asset allocation proposals, including leveraging the Firm's proprietary software tools
Research and analyze new and existing clientele and provide recommendations and or/updates to the IR about new opportunities, changes to product, or general matters of significance that may have an impact to the business
Manage risk and ensure adherence to both company and team policies and regulations in day-to-day business activity
Assist IR with the creation and review of financial plans
Act as secondary contact for clients in the absence of the IR
Act as resource for clients to speak to with questions or requests for analysis on various investment ideas
Qualification
Required
Bachelor's degree or equivalent combination of education and experience
4+ years financial services experience
SIE, FINRA Series 7 & 63 or obtain within 6 months from start date
Knowledge of principles and processes for providing customer service. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
Managing one's own time and priorities to ensure the meeting of deadlines
The ability to communicate information and ideas in spoken or written form so that others will understand
Ability to synthesize multiple data inputs, structure information logically, and develop clear, actionable recommendations
Tackles challenges with a proactive, solution-oriented mindset, aiming to deliver outcomes that serve both client needs and team objectives
Adept in Microsoft Outlook and Microsoft Office Suite including the ability to enter, edit and report data in software/database and the ability to create and maintain simple spreadsheets
Benefits
Discretionary bonuses
Health / dental / vision / prescription insurance offerings
Stifel Total Health Connect
Flexible spending accounts
Tuition & certification assistance programs
Paid time off
Entrepreneurial environment
Comprehensive benefits package
401k
Wellness initiatives
Life insurance
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
5001-10000 employees
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase