Investment Strategist Senior Job Listing at Stifel in New York, NY (Job ID 7051)

Description

The Investment Strategist Sr. is a primary contributor to the development and implementation of the Investment Strategy offering within Stifel's Investment Products & Services (IP&S). In this capacity, the Senior Investment Strategist interacts with both Financial Advisors and their clients with a high level of accountability to multiple constituencies. The position requires a deep knowledge of equity and multi-asset class investing, extensive knowledge and experience with 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, contributes to the day to day management of multi-asset class and individual style model portfolios.
• Conducts in-depth fundamental research and equity analysis to support investment decisions and contribute to management of the Firm's discretionary portfolios.
• Present equity research and analysis to team as well as Financial Advisors and clients.
• Conducts primary research on investment and macroeconomic themes, drawing upon numerous sources of related data and third party research.
• Collaborates with other members of the Investment Strategy and other Stifel market/investment experts to establish Investment Strategy themes.
• Presents these investment and macroeconomic themes in the group's written materials, multimedia presentations, and live/recorded calls for Financial Advisors.
• Collaborates with other members of Investment Strategy to manage multi-asset class models/portfolios reflective of the developed investment and macroeconomic themes.
• Works with the IP&S product groups to commercialize investment themes and portfolio positioning, including structured investments and alternative investments.
• Collaborates with other members of the Investment Strategy to write and developkey publications and presentations on a daily, weekly, monthly, annual, and ad hoc basis for Financial Advisors and clients.
• Conducts financial advisor meetings, client meetings, and represents the Investment Strategy Group in client meetings and public forums, sometimes requiring travel by car and/or air to local, regional and/or national destinations.

• Deep knowledge and experience in equity security analysis and portfolio management across multiple styles (e.g. large cap/small cap, value/core/growth).
• Extensive experience and expertise working with financial data and related analytical tools.
• Extensive experience and expertise in both top-down and bottom-up investment analysis, including strategic/tactical asset allocation, multi-strategy investing, fixed income portfolio management, equity portfolio management, and security analysis.
• Extensive experience and expertise in macro-economic analysis, including both primary research and curation/assessment of third party analysis.
• Deep knowledge of multi-asset class investing.
• Strong interpersonal and communication skills with investment professional colleagues, Financial Advisors, clients, and key stakeholders throughout the organization.
• Strong project management skills with knowledge of the IP&S offering, with a particular focus on Investment Strategy.
• Detailed knowledge of securities including but not limited to stocks, bonds, mutual funds, ETFs, SMAs, structured products, alternative investments, and options strategies.
• Knowledge of investment advisory business including advisory program types.

• Minimum Required: Master's degree in Finance or related field, or Bachelor's degree in Finance while holding the Chartered Financial Analyst (CFA) designation, or is an active CFA candidate
• Minimum Required: 7+ years' of related, substantive investment experience

• Minimum Required: Series 7 and 63

• Proficient in Microsoft Outlook, Microsoft Office Suite
• Extensive knowledge using financial data/analytical systems and tools, especially Bloomberg, Factset, S&P Cap IQ, Morningstar Direct, and Microsoft Excel macros (VB).

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.