The Investment Strategist is a contributor to the development and implementation of the Investment Strategy offering within Stifel’s Investment Products & Services (IP&S). In this capacity, the Investment Strategist interacts with both Financial Advisors and their clients with a high level of accountability to multiple constituencies. The position requires meaningful knowledge of various asset classes, experience in equity security analysis, portfolio management is a plus.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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 to official develop capital market assumptions (CMAs) for the Firm’s strategic asset allocation analysis and resulting Strategic Asset Allocation model portfolios.
Collaborates with other members of the Investment Strategy and other Stifel market/investment experts to establish Investment Strategy themes.
Under the general direction of the Chief Investment Officer, contributes to the day to day management of multi-asset class and individual style model portfolios.
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, including TAA model portfolios.
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 execute key publications and presentations on a daily, weekly, monthly, annual, and ad hoc basis for Financial Advisors and clients.
Periodically presents on the weekly IP&S call. Requires the ability to contribute to the development of the narrative and present it effectively and compellingly to the community of Product and Solutions professionals.
Collaborates with the IP&S Portfolio Solutions team, providing Investment Strategy guidance as that team engages with advisors and clients in delivering customized investment solutions.
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.
Master’s degree in Finance or related field, or Bachelor’s degree in Finance while holding the Chartered Financial Analyst designation required.
Minimum Required: 3-5+ years’ of related, substantive investment experience required.
Series 7 and 63 required.
Meaningful experience and expertise in macro-economic analysis, including both primary research and curation/assessment of third party analysis.
Meaningful 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 working with financial data and related analytical tools.
Meaningful knowledge of multi-asset class investing.
Detailed knowledge of securities including but not limited to stocks, bonds, mutual funds, ETFs, SMAs, structured products, alternative investments, and options strategies.
Solid knowledge of investment advisory business including advisory program types.