What You'll Be Doing
As a member of the Stifel CIO Office, the Manager Research Senior Analyst contributes to the quantitative and fundamental manager research activities related to three product universes - Mutual Funds (MFs), Separately Managed Accounts (SMAs), and Exchange-Traded Funds (ETFs). This manager research is disseminated through the publication of MF, SMA and ETF product recommended lists and is also a key input in the Stifel CIO Office's discretionary management of approximately $9 billion of client assets invested across various fee-based advisory platforms and trust company programs.
*This role has the option to be based in New York City.
What We're Looking For
• Contribute to initial and ongoing qualitative and quantitative analysis on MF, SMA, and ETF product universes.
• Lead or support relationships with MF, SMA, and ETF investment professionals (including chief strategists, chief investment officers, portfolio managers, and analysts) and key account relationship managers.
• Contributor in the portfolio manager due diligence meetings hosted in Stifel's St. Louis headquarters.
• May represent CIO Office Manager Research at due diligence meetings hosted by MF, SMA, and ETF product providers at their home office locations.
• May partner with CIO Office Manager Research team members to determine which products will be utilized in discretionary portfolios and/or promoted through product recommended lists.
• Write product research reports that will be made available to teammates, product and fee-based advisory program marketing personnel, and/or financial advisors.
• Monitor covered investment strategies on an ongoing basis and partner with CIO Office team members to recommend changes in recommended status when deemed appropriate.
• Contribute to searches to uncover high conviction investment strategies which will be proposed for addition to the product recommended lists.
• Use prompt-based AI tools to create efficiencies in day-to-day tasks and workflows.
• Apply proprietary and third-party AI-powered research and analytics tools in our manager evaluation process - including product screening, synthesizing investment manager due diligence materials, summarizing portfolio manager meetings, supporting the creation of research reports and recommendations, and monitoring recommended strategies.
• Serve as a "subject matter expert" by providing feedback on AI results to improve our defined, governed AI skills.
What You'll Bring
• Knowledge of MFs, ETFs and fee-based advisory programs preferred
• General knowledge of brokerage industry
• High performance mindset, with a detail-oriented approach and enthusiasm for investment research
Education & Experience
• Minimum Required: Bachelor's degree in Business or investment-related concentration
• Preferred: 5+ years investment product research experience
Licenses & Credentials
• Minimum Required: Series 7 & 66 (or 63 & 65 in lieu of 66) obtained within six months of hire
Systems & Technology
• Proficient in Microsoft Outlook, Word, Excel, and PowerPoint
• Knowledge and experience in Morningstar Direct preferred
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