Manager Research Sr. Analyst

Why Stifel

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

As a member of the Stifel CIO Office, the Manager Research Senior Analyst contributes to the quantitative and fundamental manager research activities related to three product universes - Mutual Funds (MFs), Separately Managed Accounts (SMAs), and Exchange-Traded Funds (ETFs). This manager research is disseminated through the publication of MF, SMA and ETF product recommended lists and is also a key input in the Stifel CIO Office’s discretionary management of approximately $9 billion of client assets invested across various fee-based advisory platforms and trust company programs.

What We're Looking For

• Contribute to initial and ongoing qualitative and quantitative analysis on MF, SMA, and ETF product universes.
• Use prompt-based AI tools to create efficiencies in day-to-day tasks and workflows.

What You'll Bring

• Knowledge of MFs, ETFs and fee-based advisory programs preferrred

Education & Experience

• Minimum Required: Bachelor's degree in Business or investment-related concentration

Licenses & Credentials

• Minimum Required: Series 7 & 66 (or 63 & 65 in lieu of 66) obtained within six months of hire

Systems & Technology

• Proficient in Microsoft Outlook, Word, Excel, and PowerPoint

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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.