Investment Strategist

Stifel•New York, NY

About The Position

The Investment Strategist contributes to the development and implementation of the Investment Strategy offering within Stifel’s 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 contributes to day-to-day investment management and conducts fundamental research and equity analysis supporting direct equity and multi-asset class portfolio decisions. The role researches investment and macroeconomic themes, develops and communicates investment insights and analysis, supports capital market assumptions and strategic asset allocation model portfolios, and collaborates with IP&S teams to commercialize investment themes and provide customized investment solutions. The strategist also presents to advisors, clients, colleagues, and public audiences, with some travel to local, regional, or national destinations.

Requirements

Master’s degree in Finance or a related field; alternatively, a Bachelor’s degree in Finance while holding the Chartered Financial Analyst designation, or active CFA candidacy.
3–5+ years of related, substantive investment experience.
Series 7 and Series 63 licenses.
Meaningful experience and expertise in macroeconomic analysis, including primary research and 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.
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.
Knowledge of multi-asset class investing.
Extensive experience 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.
Knowledge of the investment advisory business, including advisory program types.
Proficiency in Microsoft Outlook and Microsoft Office Suite.
Extensive knowledge of financial data and analytical systems, especially Bloomberg, FactSet, S&P Capital IQ, Morningstar Direct, and Microsoft Excel macros (VB).
Strong communication and interpersonal skills.

Responsibilities

Contribute to day-to-day management and conduct fundamental research and equity analysis supporting investment decisions for direct equity and multi-asset class portfolios.
Conduct primary research on investment and macroeconomic themes using related data and third-party research.
Contribute to, write, and edit investment insights, market analysis, and investment thesis commentaries for internal and external audiences.
Collaborate on developing capital market assumptions for the Firm’s strategic asset allocation analysis and Strategic Asset Allocation model portfolios.
Collaborate with Investment Strategy colleagues and other Stifel market and investment experts to establish Investment Strategy themes.
Present investment and macroeconomic themes in 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, contributing to the narrative and presenting it effectively to 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 or air may be required.