Manager Research Sr. Analyst

Stifel•Saint Louis, MO

About The Position

As a member of Stifel’s CIO Office, the Manager Research Senior Analyst contributes to quantitative and fundamental manager research across mutual funds (MFs), separately managed accounts (SMAs), and exchange-traded funds (ETFs). Research informs product recommended lists and the CIO Office’s discretionary management of approximately $9 billion in client assets across fee-based advisory platforms and trust company programs. The role includes evaluating investment products, maintaining relationships with investment professionals, writing research reports, monitoring strategies, and using AI-powered tools to support research and improve workflow efficiency.

Requirements

Bachelor’s degree in Business or an investment-related concentration.
Obtain Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66, within six months of hire.
Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
High-performance mindset, attention to detail, and enthusiasm for investment research.

Nice To Haves

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

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 at due diligence meetings hosted by product providers at their home offices, as needed.
Partner with CIO Office Manager Research team members to determine which products to use in discretionary portfolios or promote 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 work with CIO Office team members to recommend changes to recommended status when appropriate.
Contribute to searches for high-conviction investment strategies to propose for addition to product recommended lists.
Use prompt-based AI tools to improve efficiency in day-to-day tasks and workflows.
Apply proprietary and third-party AI-powered research and analytics tools to product screening, synthesis of manager due diligence materials, summaries of portfolio manager meetings, research reports and recommendations, and strategy monitoring.
Provide feedback as a subject matter expert on AI results to improve defined, governed AI skills.