Investment Strategist

Stifel Financial Corp; New York (NY); On-site; USD 85,000 - 126,000; Full time

Job summary

Stifel Financial Corp is seeking an Investment Strategist to contribute to investment strategy development. This role involves research, analysis, and collaboration with financial advisors and clients, requiring strong analytical skills and investment knowledge. The position offers competitive compensation and a comprehensive benefits package.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401k

Paid Time Off

Qualifications

• 3-5+ years of related investment experience.
• Deep knowledge in equity security analysis and portfolio management.

Responsibilities

• Conducts in-depth fundamental research and equity analysis.
• Collaborates to develop capital market assumptions for asset allocation.

Skills

Communication

Interpersonal Skills

Analytical Skills

Education

Master's degree in Finance

Bachelor's degree in Finance with CFA

Tools

Bloomberg

Factset

S&P Cap IQ

Microsoft Excel

Job description

Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let's talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Investment Strategist is a contributor to the development and implementation of the Investment Strategy offering within Stifel's Investment Products & Services (IP&S). In this capacity, the Investment Strategist interacts with both Financial Advisors and their clients with a high level of accountability to multiple constituencies. The position requires meaningful knowledge of equity and multi-asset class investing, knowledge and experience with financial data and analytical tools, and strong communication and interpersonal skills.

What We're Looking For

• Under the general direction of the Chief Investment Officer and / or Director of Investment Management & Guidance, contributes to the day-to-day management and conducts in-depth fundamental research and equity analysis to support investment decisions for direct equity and multi-asset class portfolios.
• Conducts primary research on investment and macroeconomic themes, drawing upon numerous sources of related data and third party research.
• Contribute, write, and / or edit investment insights, market analysis, and investment thesis commentaries for both internal and external audiences.
• Collaborates with other members of the Investment Strategy to official develop capital market assumptions (CMAs) for the Firm's strategic asset allocation analysis and resulting Strategic Asset Allocation model portfolios.
• Collaborates with other members of the Investment Strategy and other Stifel market / investment experts to establish Investment Strategy themes.
• Presents these investment and macroeconomic themes in the group's written materials, multimedia presentations, and live / recorded calls for Financial Advisors.
• Works with the IP&S product groups to commercialize investment themes and portfolio positioning, including structured investments and alternative investments.
• Collaborates with other members of the Investment Strategy to execute key publications and presentations on a daily, weekly, monthly, annual, and ad hoc basis for Financial Advisors and clients.
• Periodically presents on the weekly IP&S call. Requires the ability to contribute to the development of the narrative and present it effectively and compellingly to the community of Product and Solutions professionals.
• Collaborates with the IP&S Portfolio Solutions team, providing Investment Strategy guidance as that team engages with advisors and clients in delivering customized investment solutions.
• Conducts financial advisor meetings, client meetings, and represents the Investment Strategy Group in client meetings and public forums, sometimes requiring travel by car and / or air to local, regional and / or national destinations.

What You'll Bring

• Meaningful experience and expertise in macro-economic analysis, including both primary research and curation / assessment of third party analysis.
• Deep knowledge and experience in equity security analysis and portfolio management across multiple styles (large cap / small cap, value / core / growth).
• Meaningful experience and expertise in both top-down and bottom-up investment analysis, including strategic / tactical asset allocation, multi-strategy investing, fixed income portfolio management, equity portfolio management, and equity security analysis.
• Meaningful knowledge of multi-asset class investing.
• Extensive experience and expertise working with financial data and related analytical tools.
• Detailed knowledge of securities including but not limited to stocks, bonds, mutual funds, ETFs, SMAs, structured products, alternative investments, and options strategies.
• Solid knowledge of investment advisory business including advisory program types.

Education & Experience

• Minimum Required : Master's degree in Finance or related field, or Bachelor's degree in Finance while holding the Chartered Financial Analyst designation, or is an active CFA candidate.
• Minimum Required : 3-5+ years' of related, substantive investment experience

Licenses & Credentials

• Minimum Required : Series 7 and 63

Systems & Technology

• Proficient in Microsoft Outlook, Microsoft Office Suite
• Extensive knowledge using financial data / analytical systems and tools, especially Bloomberg, Factset, S&P Cap IQ, Morningstar Direct, and Microsoft Excel macros (VB)

LI-JK1

Compensation Range

Salary : USD $85,000.00 / Yr. - USD $126,000.00 / Yr.

Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit https : / / www.stifel.com / careers / benefits. Applications are accepted until the position is filled.

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.

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