Equity Product Management Liaison

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

 

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Equity Product Management Associate is responsible for assisting the Head of Equity Product Management to leverage the commercial nature of Stifel's equity research and maximize its impact among equity sales and trading. The primary goal is to amplify the ideas of our research team and ensure the sales and trading division are kept updated and informed.

What We're Looking For

• Coordinate logistics for the Morning and Afternoon Research Calls and Analyst Conference calls; responsible for develping and running the Afternoon Call daily; may serve as the primary back up for the Morning call. 
• Aid in preparation of daily Trader Notes product, through reading and summarizing key messages from analyst notes comprising the Morning Call lineup.
• Prepare intraday Market Summaries highlighting performers, market data, top headlines and pertinent economic data.
• Assist in production of the monthly Stifel Select List.
• Produce weekly earnings calendar, periodically highlighing significant earnings previews in a timely fashion.
• Gather feedback from sales teams to identify focus calls by Sales and identify action needed on problematic calls.
• Work with Research to better understand their respective verticals and specific stock calls and work to facilitate flow of time sensitive information between Research and Sales & Trading.
• Work with Head of Equity Product management to coordinate the efforts of analysts across different verticals when recognizing themes with cross-sector implications.
• Produce quantitative Bloomburg/Excel Screens to highlight stocks with technical and/or fundamental attributes that may fortify our research message or fit within the context of a broader theme. 

What You'll Bring

• Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meteting quality standards for services, and evaluation of customer satisfaction. 
• Ability to give full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate and not interrupting at inappropriate times.
• Understand the implications of new information for both current and future problem-solving and decision-making.
• Ability to manage one's own time and priorities to ensure the meeting of deadlines. Must have an acute sense of timeliness. 
• Ability to communicate information and ideas in spoken or written form so that others will understand.
• Strong ability to act on reliable and logical sound judgement.
• Strong attention to detail. 

Education & Experience

• Minimum Required: Bachelor's Degree in Business or Finance
• Minimum Required: At least 1 year of Financial experience on a trading floor

Licenses & Credentials

• Minimum Required: FINRA Series 7 & 63 (within 3 months of employment)

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Compensation Range

Salary: - 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 Stifel

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.