The Specialist II, Hedge Funds and Liquid Alternative Investments leads the ongoing due diligence and assists the initial due diligence of liquid alternative investment products, which includes hedge funds, liquid alternative mutual funds, long-only limited partnerships, tax-deferral products, and other alternative investment products.
• Leads the ongoing due diligence of assigned products, including scheduling and leading quarterly review meetings with product management teams, reviewing product materials to develop follow-up questions and requests for information, and maintaining detailed notes and files.• Assists with producing periodic internal research reports for assigned products using materials provided by product management teams, internal notes, industry research reports, and data from various third-party service providers.• Assists with the initial due diligence of assigned products, including preparing investment committee memoranda, scheduling and participating in meetings with product management teams, reviewing product materials, and maintaining detailed notes and files.• Maintains Stifel website pages for assigned products, including keeping offering materials and performance files up to date.• Coordinates cross-departmentally within Stifel to develop and advance product initiatives.
• Expert knowledge of hedge fund investment concepts, strategies, and risks.• Expert knowledge of private placement concepts and regulations. • Intermediate knowledge of global financial markets and the global investment landscape.• Ability to present in a professional context and to large audiences of financial professionals.• Ability to cogently explain complex products and situations, both verbally and in writing.• Ability to operate independently with professional judgment and discretion.• High attention to detail.
• Minimum Required: Bachelor's degree in Finance, Business, or a related field• Minimum Required: 3+ years' investment industry experience.
• Minimum Required: Series 7
• Proficient in Microsoft Word, Excel, PowerPoint, Outlook• Familiarity with Morningstar Direct• Familiarity with Bloomberg
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.
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Stifel is the largest subsidiary of Stifel Financial Corp. and is listed on the New York Stock Exchange (NYSE: SF). Stifel Financial Corp offers securities-related financial services in the United States and Europe through its wholly owned operating subsidiaries, Stifel Financial (Stifel Nicolaus), Century Securities Associates, Inc. (CSA), Stifel Nicolaus Limited (SN Ltd), and Stifel Bank and Trust. These subsidiaries provide brokerage, trading, investment banking, investment advisory, and related financial services. The company’s customers include individuals, corporations, municipalities, and institutions. Stifel has been a pillar of strength serving its customers for over 125 years. We are a full service regional New York Stock Exchange member firm with Corporate Headquarters located in St. Louis and more than 300 offices in 38 states.