Stifel Financial Corp. · 2 days ago
Portfolio Analyst
San Francisco, CA
Full-time
Onsite
Entry Level
$70K/yr - $97K/yr
1+ years expStifel Financial Corp. is a leading investment management and financial planning service provider. The Portfolio Analyst will provide administrative, operational, and analytical support to portfolio managers and client advisors, ensuring high-touch client service and compliance with firm policies.
BankingFinanceFinancial Services
Responsibilities
Create, maintain, and distribute performance, billing, and operational reports to support internal teams and client service efforts
Track key economic data and update the office’s client-facing economic outlook presentation slides on an ongoing basis, ensuring timely and accurate reflection of market conditions
Conduct annual mutual fund share class reviews to ensure clients are invested in the lowest-cost options available
Collaborate with the Finance department to manage quarterly billing cycle for the San Francisco office, ensuring accurate account setup, secure and timely invoice delivery
Generate quarterly reports for affiliated accountants, ensuring accuracy and timely delivery
Review trade reports for billing implications and model strategy changes
Conduct cross-platform updates to ensure consistency in model strategies, benchmarks, and account naming conventions
Research investment programs for clients ensuring that client objectives and client restrictions are considered and adhered to. Keeps investment teams on track with asset allocation and client reviews
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
Run special projects with an investment focus which could include forecasting and analyzing information for current clients and prospects
Use judgment and analysis tools to prepare specialized reports for clients and prospects, subject to Portfolio Manager review
Work on special projects as needed
Attend client meetings and client events. Attend relevant conferences to keep informed of changes and developments to the Firm and the industry
Support advisors with administrative work such as preparing expense reports and running and preparing client and prospect presentation materials
Lead or assist in special projects such as optimizing internal reporting templates and enhancing system usage across teams
Act as liaison with marketing and compliance teams to facilitate client communications, including weekly Market Insights and quarterly market outlooks
Provide cross-functional operational support, including coverage for colleagues on leave, backup Notary services, and assistance with compliance-related and ad hoc operational tasks
Coordinate logistics and execution of client engagement programs (e.g., holiday gifts, birthday outreach), with a focus on maintaining accurate records and timely delivery
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
Additional responsibilities as assigned or requested
Qualification
Required
Proven experience working in a high-touch client service environment
Knowledge of principles and processes for providing excellent interpersonal and communication services. This includes client needs assessment, meeting quality standards for services, and evaluation of client satisfaction
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
Minimum Required: Bachelor's degree in a related field or equivalent experience
Minimum Required: 1+ years relevant experience
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Experience with Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce
Preferred
Preferred: 1-3 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
Much, much more
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