Job Details
Description
The Investment Strategy Analyst is a contributor to the development and implementation of the Stifel CIO Office offering within Stifel's Investment Products & Services (IP&S). In this capacity, the Investment Strategy Analyst may work at the direction of other members of the CIO Office, and may interact with both Financial Advisors and their clients. The position requires strong analytical, communication, and interpersonal skills.
Summary
*This role has the ability to be based out of Stifels NY Office
Primary research on investment and macroeconomic themes, drawing upon numerous sources of related data and third party research.
Essential Duties and Responsibilities
Strong qualitative and quantitative skills
Qualifications
Minimum Required Bachelor's degree in Finance or related field or equivalent experience
Education and Experience
Minimum Required Series 7 and 63, or the ability to obtain within 12 months from date of hire
Licenses and Credentials
Proficient in Microsoft Word, Excel, PowerPoint, Outlook
Systems and Technology
Disclaimer
About Stifel
Stifel is a 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.
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