About this role
Portfolio Analyst at Stifel. Location: Zionsville, Indiana, United States. Role: developing proposals, analyzing portfolios, managing risk Requirements: Bachelor's degree, 4+ years financial services experience, FINRA Series 7 & 63, proficiency in Microsoft Outlook/Office, customer service, time management, and strong communication skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Outlook, Microsoft Office Certifications: series 7, series 63 Commitment: Full Time Workplace: Onsite Languages: English