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INTL FCStone Inc.

Investment Analyst

INTL FCStone Inc. - Birmingham, AL

Location:Birmingham, ALJob Code:HCR#1402# of Openings:1Position Purpose:  Serves as administrator and primary contact for wealth management platform (Envestnet).   Maintains system and provides training, troubleshooting and customer service to financial advisors who use the platform.  May also provide analysis and reporting as needed to management and financial advisors. Primary Accountabilities/Responsibilities:  Train advisors on how to navigate and use the Envestnet platformHelps advisors maximize client portfolios through effective use of the wealth management platformDevelop customized reports on market trends, portfolio proposals, and inquired fundsDevelop a keen knowledge of products, services, and technology availableAdditional projects as needed to support financial advisors and their businessAdditional projects as needed to support fellow SA Stone team membersMaintains prompt and regular attendance.This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.Job Requirements:Bachelor’s degree in Finance, Investments, Economics, Accounting, or related fields preferredMinimum of 2 years in financial services industryKnowledge of Envestnet or similar platform is strongly preferredStrong written and verbal communication skillsAbility to foster strong relationships with financial advisors and their teamsCapacity to work with demanding clients and diverse groups of peoplesExcellent consultative skillsSkilled at analyzing and solving problemsEnthusiastic, positive energyPhysical requirements/Working conditions:Climate controlled office environmentMinimal physical requirements other than occasional light lifting of boxed materialsDynamic, time-sensitive environmentWe encourage applicants of all ages and experience, as we do not discriminate on the basis of the applicant's age.

8 days 14 hours ago

INTL FCStone Inc.


Investment Analyst INTL FCStone Inc. - Birmingham, AL, United States


Location: Birmingham, AL

Company Profile:
INTL FCStone Inc. (Ticker symbol: INTL) is a Fortune 500 company, providing customers across the globe with execution, clearing and advisory services in commodities, capital markets, currencies, asset management and more. INTL FCStone's customers include the producers, processors and end users of virtually every major traded commodity; commercial counter-parties; governmental, non-governmental and charitable organizations; institutional investors; brokers; professional traders; commercial banks; and major investment banks.