Investment Strategist

Stifel•New York, NY

10d•$88,000 - $131,000

About The Position

The Investment Strategist contributes to the development and implementation of Stifel’s Investment Strategy offering within Investment Products & Services (IP&S). The role interacts with Financial Advisors and their clients and requires knowledge of equity and multi-asset-class investing, financial data and analytical tools, and strong communication and interpersonal skills. Under the general direction of the Chief Investment Officer and/or Director of Investment Management & Guidance, the strategist supports investment decisions for direct equity and multi-asset-class portfolios through fundamental research and equity analysis. The position also develops and communicates investment and macroeconomic themes, supports strategic asset allocation work, and collaborates with IP&S teams to deliver investment guidance and customized solutions. It includes meetings and presentations for advisors, clients, and public audiences, with travel by car and/or air sometimes required.

Requirements

Meaningful experience and expertise in macroeconomic analysis, including primary research and curation or assessment of third-party analysis.
Deep knowledge and experience in equity security analysis and portfolio management across large-cap and small-cap, value, core, and growth styles.
Meaningful experience and expertise in top-down and bottom-up investment analysis, including strategic and 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 stocks, bonds, mutual funds, ETFs, SMAs, structured products, alternative investments, and options strategies.
Solid knowledge of the investment advisory business, including advisory program types.
Master’s degree in Finance or a related field; or a bachelor’s degree in Finance and the Chartered Financial Analyst designation; or active CFA candidacy.
3–5+ years of related, substantive investment experience.
Series 7 and Series 63 licenses.
Proficiency in Microsoft Outlook and Microsoft Office Suite.
Extensive knowledge of financial data and analytical systems and tools, especially Bloomberg, FactSet, S&P Capital IQ, Morningstar Direct, and Microsoft Excel macros (VB).

Responsibilities

Contribute to day-to-day management and conduct in-depth fundamental research and equity analysis to support investment decisions for direct equity and multi-asset-class portfolios.
Conduct primary research on investment and macroeconomic themes using related data sources and third-party research.
Contribute to, write, and/or edit investment insights, market analysis, and investment thesis commentaries for internal and external audiences.
Collaborate with the Investment Strategy team to develop capital market assumptions for strategic asset allocation analysis and Strategic Asset Allocation model portfolios.
Collaborate with the Investment Strategy team and Stifel market and investment experts to establish Investment Strategy themes.
Present investment and macroeconomic themes through written materials, multimedia presentations, and live or recorded calls for Financial Advisors.
Work with IP&S product groups to commercialize investment themes and portfolio positioning, including structured and alternative investments.
Collaborate on daily, weekly, monthly, annual, and ad hoc publications and presentations for Financial Advisors and clients.
Periodically present on the weekly IP&S call and contribute to the narrative for Product and Solutions professionals.
Provide Investment Strategy guidance to the IP&S Portfolio Solutions team as it delivers customized investment solutions to advisors and clients.
Conduct Financial Advisor and client meetings and represent the Investment Strategy Group in client meetings and public forums; travel by car and/or air may be required.