Stifel Financial Corp. · 16 hours ago
Portfolio Analyst
Baltimore, MD, US
Full-time
Onsite
Mid Level
3+ years expStifel Financial Corp. is a financial services firm that provides investment management and financial planning services. The Portfolio Analyst will provide administrative, operational, and analytical support to Portfolio Managers and Client Advisors, ensuring high-touch client service and accurate reporting of client portfolios.
BankingFinanceFinancial Services
Responsibilities
Handle various portfolio administrative functions including but not limited to opening and terminating accounts; reviewing client billing; monitoring accounts by tracking cash, maturities and settlements to ensure that funds are available to clients; instructing custodians to wire funds or prepare checks; implementing the sale of mutual funds; determining instruments to sell to raise cash and documenting/memorializing client meetings and communications
Prepares customized client materials for periodic reporting and meetings. Coordinates delivery of presentation materials for client and prospective client meetings. May attend client meetings
Coordinates with third parties such as attorneys, accountants and auditors as requested by client
Reviews all reports, including performance, for accuracy and works with Operations to ensure accurate client reporting. Tests new applications, updates and system enhancements
Proactively reviews clients’ security holdings and daily transaction activity. Works closely with trading, operations and various custodians to ensure that positions and asset values are accurate. Should be familiar with and willing to learn the intricacies of Fixed Income securities and markets
Under supervision of Portfolio Manager or Investment Associate, work with clients to answer investment-related questions. Have knowledge of investment products, operations and the servicing requirements of their clients. Should have general understanding of Fixed Income portfolios and be able to discuss at a high level with clients and internally
Work on special projects as needed
Additional responsibilities as assigned or requested
Qualification
Required
Bachelor's degree in a related field or equivalent experience
3+ years relevant experience
Strong financial skills, including at least one year of analytical experience in the financial sector
Proven experience working in a high-touch client service environment
Knowledge of principles and processes for providing excellent interpersonal and communication services
Highly organized, efficient and attentive to detail
Self-motivated and able to multi-task in an independent and timely manner
Team player – goes above and beyond in anticipating the needs of portfolio management teams
Knowledge of economic and accounting principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology
Knowledge and experience using analytical skills
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problem solving
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Experience with Bloomberg
Preferred
3-5 years of financial analysis in investment industry experience in financial services, preferably in Private Wealth Management, Portfolio Administration, or college education and internships relating to Private Wealth Management
Benefits
Discretionary bonuses
Health / dental / vision / prescription insurance offerings
Stifel Total Health Connect
Flexible spending accounts
Tuition & certification assistance programs
Paid time off
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