Manager Research Sr. Analyst

Stifel•St. Louis, MO

About The Position

As a member of the Stifel CIO Office, the Manager Research Senior Analyst contributes to quantitative and fundamental research on mutual funds (MFs), separately managed accounts (SMAs), and exchange-traded funds (ETFs). The research is disseminated through product recommended lists and informs the CIO Office’s discretionary management of approximately $9 billion in client assets across fee-based advisory platforms and trust company programs. The role supports initial and ongoing product analysis, relationships with investment professionals and account relationship managers, due diligence meetings, investment product recommendations, research report writing, strategy monitoring, and searches for high-conviction investment strategies. It also uses prompt-based AI and proprietary and third-party AI-powered research and analytics tools to support manager evaluation and improve day-to-day workflows. The analyst provides feedback as a subject matter expert to improve governed AI skills.

Requirements

Bachelor’s degree in Business or an investment-related concentration.
Obtain Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66, within six months of hire.
Knowledge of mutual funds, ETFs, and fee-based advisory programs is preferred.
General knowledge of the brokerage industry.
High-performance mindset, attention to detail, and enthusiasm for investment research.
Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.

Nice To Haves

Five or more years of investment product research experience.
Knowledge and experience with Morningstar Direct.
Knowledge of mutual funds, ETFs, and fee-based advisory programs.

Responsibilities

Contribute to initial and ongoing qualitative and quantitative analysis of mutual fund, SMA, and ETF product universes.
Lead or support relationships with investment professionals, including chief strategists, chief investment officers, portfolio managers, and analysts, as well as key account relationship managers.
Contribute to portfolio manager due diligence meetings hosted at Stifel’s St. Louis headquarters.
Represent CIO Office Manager Research, as needed, at due diligence meetings hosted by product providers at their home offices.
Partner with CIO Office Manager Research team members to determine which products will be used in discretionary portfolios and/or promoted through product recommended lists.
Write product research reports for teammates, product and fee-based advisory program marketing personnel, and/or financial advisors.
Monitor covered investment strategies and partner with CIO Office team members to recommend changes to recommended status when appropriate.
Contribute to searches for high-conviction investment strategies to propose for inclusion on product recommended lists.
Use prompt-based AI tools to create efficiencies in daily tasks and workflows.
Apply proprietary and third-party AI-powered research and analytics tools in manager evaluation, including product screening, synthesizing due diligence materials, summarizing portfolio manager meetings, supporting research reports and recommendations, and monitoring recommended strategies.
Provide feedback on AI results as a subject matter expert to improve defined, governed AI skills.