About this role
Portfolio Analyst at Stifel. Location: Zionsville, Indiana, United States. Role: developing proposals, analyzing portfolios, executing marketing Requirements: Bachelor's degree, 4+ years financial services experience, FINRA Series 7 & 63 required, proficiency with Microsoft Outlook and Office, experience developing financial plans/asset allocation and portfolio analysis. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Outlook, Microsoft Office Suite Certifications: series 7, series 63 Commitment: Full Time Workplace: Onsite Languages: English