Advisory Trading Analyst
CurrentResponsibilities•The Advisory Trading Analyst is responsible for trading discretionary accounts within Stifel’s internal advisory programs•The Analyst is responsible for transactions associated with portfolio changes, model maintenance, periodic rebalancing, and monitoring accounts to ensure that model portfolios are being maintained•The Analyst will collaborate with other Stifel departments to ensure completion of daily work•Accurately trades new accounts based on model portfolios, while ensuring that trades are executed, average priced, and uploaded to the system•Under immediate direction analyze and review cash and positions daily to determine if accounts need to be traded to maintain model portfolio percentage allocations based on department guidelines•Provide platform support and service to ensure both internal and external stakeholders are given accurate instructions to minimize potential risk•Actively collaborate with other team members and management to ensure accurate and efficient completion of the daily responsibilities of the Advisory Trading team•Completes regulatory and maintenance reports in order to adhere to various Compliance Rules and regulations•Provide initial training and ongoing trade support to managers and FAs using the Vestmark trading tool•Enhance user experience by partnering with FAs to understand trading goals and maximizing efficiency with appropriate solutions
