Hedge Fund Liquid Alternative Spclst II

Other Jobs To Apply

About the position

The Specialist II will work directly with the SIC Manager on all aspects of the institutional consulting relationship from reviewing Requests for Proposal (RFPs) to determine if they are a good fit for the firm, completing these appropriate RFPs, reviewing and revising investment policy statements (IPS), developing relationships with FAs, performing asset allocation studies, working with our investment manager due diligence team to determine the most appropriate managers for a client portfolio, assisting in monitoring managers once held in client portfolios, and building performance reports and attending client meetings (virtually and in-person). In addition, the Specialist will assist in management of Stifel's Summit Program, which is an advisory program that allows Financial Advisors (FAs) to consult on client assets held away from Stifel. The Specialist II will collaborate with subject matter experts (SMEs) and teams throughout the organization to ensure the breadth and depth of the firm's experts and resources are brought to our institutional clientele when needed.

Responsibilities

  • Serve as a point person for SIIC by supporting the SIIC team efforts to achieve our mission of providing high quality investment consulting services to Stifel FAs and their institutional clients.
  • Management of Requests for Proposal (RFPs).
  • Assist with review and revision of Investment Policy Statements (IPS).
  • Partner with Portfolio Solutions and/or investment due diligence for determination of suitable investment managers for client portfolios.
  • Creation and revision of performance reports using Addepar system.
  • Creation of investment proposals using Jacobi and Morningstar Direct systems.
  • Build and maintain SIIC page(s) on Stifel Portal.
  • Build relationships with FAs by attending and leading client meetings, both virtually and in-person
  • Oversee clients portfolios between \$5,000,000 - \$50,000,000

Requirements

  • Experience in the financial services, institutional investment consulting, or brokerage industries.
  • Team player with a positive attitude that is willing to do the work required to build out a new team and develop a successful line of business for Stifel.
  • Detailed knowledge and understanding of the institutional investment consulting industry and process.
  • Strong communication and interpersonal skills and the ability to build and maintain relationships
  • Strong ability to effectively communicate with different audiences from leadership, internal and external stakeholders, and program participants in large groups as well as one-on-one interactions.
  • Strong verbal and written communication skills with an ability to communicate effectively during inter-departmental and external interactions.
  • Gain understanding of the Stifel organization, our advisory programs and fee schedules that will be utilized by our institutional clientele.
  • Bachelor's degree in business or related field
  • 3-5 years' investment industry experience.
  • Series 7, 63 and 65 or Series 66 in lieu of 63 and 65 or may obtain within 12 months of hire
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Nice-to-haves

  • Knowledge of Morningstar Direct, Thomson/BETA and Vestmark, Addepar a plus

Benefits

  • health / dental / vision / prescription insurance offerings
  • Stifel Total Health Connect
  • flexible spending accounts
  • tuition & certification assistance programs
  • paid time off
  • 401k
  • wellness initiatives
  • life insurance
Back to blog

Other Jobs To Apply

Global Artist Accounting Analyst - Ceremony Of Roses

Book Formatter

Curriculum Specialist - K-12 ELA and Math

MDM Analyst

Work in Sports! Remote Baseball Operator

MotorClothes/Merchandise Associate

Crank Line

Senior Manager, Uvance Wayfinders Marketing (Americas),

CAD Implementer (REMOTE-US)

Senior/Lead Software Engineer

Sr. Program Manager (Healthcare)

Scientific Account Manager - Stem Cell Solutions- REMOTE

Architect

AWS Sales & Growth Executive, Automotive

Mgr Material Avail T&S Supply Ops

Maryland Remote Licensed Therapist, 1099 Contractor

Upto $200K/Year | Inpatient 7-On/7-Off | Dual-Certified PMHNP/FNP | Remote

Regional Safety Leader - Remote Power & Energy

Lead M&A Delivery

NetSuite ARM Implementation Consultant - Senior Associate

Remote Senior Client Manager - Cash Management & Banking

Business Process Analyst at General Dynamics: 100% Remote (LA)

Solution Architect – Agentic AI

Remote Visual Design Fellow: AI & Brand Storytelling

Remote Presentation Designer Storytelling & Visuals

Revenue Cycle Specialist - Remote

Product Manager IV, Laboratory (Remote)

Sr. Quality Assurance Specialist

Remote Senior Bioinformatics Manager, Genomics & Clinical

[Remote] Advanced Cyber Security Architect/Engineer

Electrical or Mechanical Commissioning Agent (Travel Required/Remote)

Hubspot Marketing Consultant (Remote)- CONTRACT

Remote Sales Administrative Assistant

Content Designer, Customer Point of Sale

Director, Enterprise Sales Engineering - US Central

Coca-Cola Data Entry Clerk (Remote)

Senior Big Data Engineer: Snowflake + dbt (Remote)

Remote eBay Expert

Account Manager - High Speed Interconnect Data Center

Pipeline CSM, Immunology - Remote

Remote Ghostwriter (Home Based) (Blogging)

Senior Creative, Social

Entry-Level Auto Technician: Hands-On Tire & Maintenance

Market Used Vehicle Director

PMT Engineer - Analytics and Automation

Laboratory Safety Specialist

Remote Relationship Manager, Retirement Plans (West)

Financial Consultant I - Principal Connection

Underwriting Consultant – Private/Non-Profit

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...