Investment Research Manager - MFs, SMAs & ETFs

Stifel, Incorporated; St. Louis (MO); On-site; USD 110,000 - 160,000; Full time

Job summary

Stifel, Incorporated seeks a Manager Research Senior Analyst to advance quantitative and fundamental research on mutual funds, SMAs, and ETFs. You will publish research lists and support discretionary management of client assets. The role engages with investment professionals and conducts due diligence in St.

Louis. Candidates should have strong investment product research experience, familiarity with MF/ETF products, and be proficient with Morningstar Direct and MS Office.

Qualifications

• Bachelor's degree in business or investment field.
• 5+ years investment product research experience preferred.
• Series 7 & 66 (or 63 & 65) within six months of hire.
• Knowledge of MF, ETF products and fee-based advisory programs.

Responsibilities

• Contribute to qualitative/quantitative analysis on MF, SMA, ETF universes.
• Lead or support relationships with investment professionals and KAMs.
• Participate in portfolio manager due diligence meetings in St. Louis.
• Represent CIO Office Manager Research at external due diligence meetings.
• Help determine products for discretionary portfolios and lists.
• Write product research reports for teammates and advisors.
• Monitor investment strategies and adjust recommendations as needed.
• Use AI tools to improve efficiency in research workflows.
• Provide SME feedback to improve AI-driven results.

Skills

Mutual funds

ETFs

Fee-based advisory programs

Investment research mindset

Education

Bachelor's degree in Business or investment-related concentration

Tools

Morningstar Direct

Microsoft Office (Outlook/Word/Excel/PowerPoint)

Job description

Stifel, Incorporated seeks a Manager Research Senior Analyst to advance quantitative and fundamental research on mutual funds, SMAs, and ETFs. You will publish research lists and support discretionary management of client assets. The role engages with investment professionals and conducts due diligence in St.

Louis. Candidates should have strong investment product research experience, familiarity with MF/ETF products, and be proficient with Morningstar Direct and MS Office.