Trust Investment Analyst

The Trust Investment Analyst is responsible for supporting Portfolio Managers in managing discretionary investment portfolios and overseeing a small book of business. The primary functions include day‑to‑day portfolio strategy implementation, rebalancing, monitoring across a range of multi‑asset, multi‑manager portfolios, and producing higher‑level analytical reports to aid the team in risk management.

• Invest portfolios in accordance with guidelines and target allocations.
• Liaise and coordinate with trading, operations, compliance, and client service areas.
• Monitor portfolio performance, asset allocation guidelines, prepare customized reports, and assist with quarterly client reviews.
• Ensure appropriate implementation of strategy across client portfolios.
• Work closely with research and investment due diligence teams to support the fiduciary channel.
• Conduct new account and annual Reg 9 reviews for trust company managed accounts.
• Perform investment research and stay informed of developments in the investment management industry.
• Assist in preparation of Investment Committee materials and record minutes; maintain department industry research and report information.
• Research client inquiries and document account activities and client interactions.
• Execute other duties and special projects as assigned by department management.

• Understand and comply with all regulations, including 12
  
  CFR9, Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
• Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality standards for services, and evaluating customer satisfaction.
• Ability to understand the implications of new information for current and future problem‑solving and decision‑making.
• Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

• Minimum
  
  Required:
  
  Associate's degree in business administration or equivalent work experience.
• Minimum
  
  Required:
  
  3+ years of related experience in financial services.

• Minimum
  
  Required:
  
  None.
• Desired: CIMA, CFP, CFA, AIF, or matriculations toward a designation.

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
• General experience with portfolio optimization and portfolio management software tools such as Morningstar, Bond Works, Bloomberg, Factset.

Stifel is an Equal Opportunity Employer. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information, or any other protected characteristic under applicable law.