Investment Strategist

About the role

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.

Responsibilities

• 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 officially 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.

Requirements

• 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.

Qualifications

• 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.
• 3–5+ years of related, substantive investment experience.
• Series 7 and 63 licenses required.

Skills

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

Pay

Salary: USD $88,000.00/Yr. – USD $131,000.00/Yr. Actual salaries may vary based on qualifications, skills, and overall competencies. The base salary is one component of Stifel's overall compensation package; other offerings include discretionary bonuses.

Benefits

• Health, dental, vision, and prescription insurance offerings
• Stifel Total Health Connect
• Flexible spending accounts
• Tuition and certification assistance programs
• Paid time off
• 401(k) plan
• Wellness initiatives
• Life insurance
• Discretionary bonuses