Lead Research Analyst - Funds, SMAs & ETFs

Stifel Financial Corp.; St. Louis (MO); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k) plan

Wellness programs

Life Insurance

Paid time off

Job summary

Stifel Financial Corp. is seeking a Manager Research Sr. Analyst to drive quantitative and fundamental research across mutual funds, SMAs, and ETFs. The role supports a large, client-driven platform and engages senior investment professionals.

You will guide junior staff, oversee crucial due-diligence meetings, and contribute to comprehensive research reports used by financial advisors and marketing teams.

Qualifications

• Bachelor’s degree in business or investment-related field.
• Minimum 5+ years investment product research experience.
• Series 7 & 66 licenses to be obtained within six months of hire.
• Proficiency with Morningstar Direct and MS Office suite.

Responsibilities

• Conduct initial and ongoing quantitative analysis on MF, SMA, and ETF universes.
• Provide guidance and leadership to junior team members regarding investment products and research processes.
• Lead or support relationships with MF, SMA, and ETF investment professionals and key relationship managers.
• Participate in portfolio manager due diligence meetings at Stifel's St. Louis HQ.
• Represent TPRG at due diligence meetings with product providers at their home offices.
• Collaborate with TPRG to decide which products to purchase or promote.
• Write product research reports for internal and advisor use.
• Provide individualized product research assistance to Stifel Financial Advisors.
• Leverage prompt-based AI tools to improve day-to-day workflows.
• Apply AI-powered research tools in manager evaluations and reporting.
• Serve as a subject matter expert, providing feedback to improve AI outputs.

Skills

Investment product research

Leadership & mentorship

Stakeholder engagement

Education

Bachelor's degree in business or investment-related field

Series 7 & 66 licenses within six months

Tools

Morningstar Direct

Microsoft Office Suite

Job description

Stifel Financial Corp. is seeking a Manager Research Sr. Analyst to drive quantitative and fundamental research across mutual funds, SMAs, and ETFs. The role supports a large, client-driven platform and engages senior investment professionals.

You will guide junior staff, oversee crucial due-diligence meetings, and contribute to comprehensive research reports used by financial advisors and marketing teams.