Manager Research Analyst

Manager Research Senior Analyst

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.

About Stifel

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.