Senior Fund & ETF Research Manager

Stifel Financial Corp.; Missouri; Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Stifel Financial Corp. seeks an experienced Manager Research Senior Analyst to advance quantitative and fundamental research on mutual funds, SMAs, and ETFs. You will publish research lists and inform discretionary management across client assets. Proactive collaboration with investment professionals is essential.

You’ll contribute to due diligence, report writing, and monitoring of strategies, leveraging AI tools to improve day-to-day analysis and governance within the CIO Office.

Qualifications

• Minimum required: Bachelor's degree in Business or investment-related concentration.
• 5+ years investment product research experience preferred.
• Knowledge of MFs, ETFs and fee-based advisory programs is advantageous.

Responsabilités

• Contribute to qualitative and quantitative analysis on MF, SMA, and ETF product universes.
• Lead or support relationships with investment professionals and key account managers.
• Write product research reports for teammates and advisors.
• Monitor investment strategies and update dispositions in product lists.

Connaissances

Investment research

MFs knowledge

ETFs knowledge

Relationship management

Analytical mindset

Formation

Bachelor's degree in Business or investment-related concentration

Outils

Morningstar Direct

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Description du poste

Stifel Financial Corp. seeks an experienced Manager Research Senior Analyst to advance quantitative and fundamental research on mutual funds, SMAs, and ETFs. You will publish research lists and inform discretionary management across client assets. Proactive collaboration with investment professionals is essential.

You’ll contribute to due diligence, report writing, and monitoring of strategies, leveraging AI tools to improve day-to-day analysis and governance within the CIO Office.