Advisory Trading Analyst

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


• Ac...

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