Hedge Funds and Liquid Alternatives Assistance Vice President

About the Role

The Hedge Funds and Liquid Alternatives Assistance Vice President (AVP) is responsible for sourcing, monitoring, and evaluating various hedge fund and liquid alternative investment products, including hedge funds, liquid alternative mutual funds, long-only limited partnerships, tax-deferral products, and other alternative investment products. This role involves producing detailed commentary, constructing proposals, and ensuring platform coverage in collaboration with the Manager of Hedge Funds and Liquid Alternative Investments.

The AVP will build ad hoc reports, update databases, and adapt to the department’s needs with versatility, presenting product, strategy, and market commentary professionally. The role includes interaction with Financial Advisors and their clients and supports a broad range of alternative investment and tax-aware solutions, such as private funds, exchange funds, opportunity zone funds, 721 exchange strategies, 1031 exchange-related solutions, tax-managed separately managed accounts (SMAs), and other tax-efficient investment products.

Responsibilities

• Perform initial underwriting of hedge funds, liquid alternatives, and tax strategies, culminating in the preparation and presentation of investment due diligence memoranda to Stifel’s Alternative Investment Working Group.
• Conduct ongoing due diligence of hedge funds and tax-aware investment solutions, including Exchange Funds, Opportunity Zone Funds, 721 Exchange strategies, Tax-Aware Long/Short SMAs, and other tax-efficient vehicles.
• Produce internal research reports and quantitative analysis to support and highlight research findings.
• Present in meetings and internal calls to financial advisors.
• Maintain and update proprietary databases.
• Produce strategy highlights on hedge fund and liquid alternative investment strategies.
• Engage with industry contacts on new fund launches and developments.
• Lead or assist in originating, structuring, and onboarding new products.
• Prepare, schedule, and participate in meetings with product management teams, reviewing materials and maintaining detailed notes.
• Maintain internal website pages for assigned products and assist with cross-departmental initiatives.

Requirements

• Expert knowledge of hedge fund investment concepts, strategies, and risks.
• Expert knowledge of private placement concepts and regulations.
• Advanced knowledge of global financial markets and the investment landscape.
• Advanced understanding of investment instruments and portfolio construction techniques.
• Ability to present professionally to large audiences of financial professionals.
• Ability to explain complex products and situations clearly, both verbally and in writing.
• Ability to operate independently with professional judgment and discretion.
• Willingness to travel and execute research initiatives with high attention to detail.

Qualifications

• Bachelor’s degree in Finance, Business, or a related field, or equivalent experience.
• Minimum of 3+ years of relevant work experience; hedge fund strategies and related concepts experience preferred.
• Series 7 license or ability to obtain within 12 months of hire date.
• Preferred certifications: CFA, CAIA, CFP.

Skills

• Proficient in Microsoft Office product suites.
• Familiarity with Morningstar Direct and Bloomberg preferred.
• Familiarity with PowerBI and computer programming languages or concepts preferred.

Benefits

• Comprehensive benefits package, including health, dental, and vision care.
• 401k retirement plan.
• Wellness initiatives.
• Life insurance.
• Paid time off.

About the Company

Stifel is a global wealth management and investment banking firm with over 130 years of history, operating with a start-up mindset. Built on the principle of safeguarding clients’ money as if it were our own, Stifel is committed to helping families, companies, and municipalities achieve success. Headquartered in St. Louis, Stifel has offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and over 400 other locations worldwide. The firm employs approximately 9,000 individuals in roles spanning financial advisors, research analysts, project managers, marketing specialists, developers, bankers, and operations associates.