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.
What We're Looking For• 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.
What You'll Bring• 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.
Education & Experience• Minimum Required: Bachelor's degree in Finance, Business, or a related field• Minimum Required: 3+ years' investment industry experience.
Licenses & Credentials
• Minimum Required: Series 7
Systems & Technology• Proficient in Microsoft Word, Excel, PowerPoint, Outlook• Familiarity with Morningstar Direct• Familiarity with Bloomberg
Compensation RangeSalary: USD $85,000.00/Yr. - USD $126,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About StifelStifel 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.
Skills Required
- Bachelor's degree in Finance, Business, or a related field
- At least 3 years of investment industry experience
- Series 7 license
- 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 professionally to large audiences of financial professionals
- Ability to explain complex products and situations verbally and in writing
- Ability to operate independently using professional judgment and discretion
- High attention to detail
- Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook
- Familiarity with Morningstar Direct
- Familiarity with Bloomberg
Stifel Financial Corp. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Stifel Financial Corp. and has not been reviewed or approved by Stifel Financial Corp..
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Strong & Reliable Incentives — Compensation is positioned as highly attractive for financial advisors, with emphasis on meaningful earning upside tied to production. Recognition for advisor satisfaction indicates that incentive mechanics can be a differentiator in producer roles.
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Flexible Benefits — The benefits program is broad and multi-option, spanning multiple health plan choices, FSAs/HSAs, and a wide set of voluntary insurance add-ons. This menu-style design supports tailoring coverage to different life stages and needs.
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Parental & Family Support — Family-oriented benefits are extensive, including parental leave, adoption assistance, fertility and family-building support, and back-up childcare and elder care. These offerings signal a comparatively strong support system for caregiving and family planning.
Stifel Financial Corp. Insights
What We Do
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023 and 2024, Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies. *Stifel received the highest score among employee advisors in the J.D. Power 2023-2024 U.S. Financial Advisor Satisfaction Studies, which measures employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more details.
