Investment Trust Specialist

7 days ago


New York, New York, United States Stifel Full time
Job Summary

We are seeking a highly skilled and detail-oriented Investment Trust Specialist to join our team at Stifel. As a key member of our department, you will be responsible for providing marketing, sales support, and product information to our Financial Advisors.

Key Responsibilities
  • Develop and maintain educational and marketing materials for our Financial Advisors
  • Maintain the UIT Trading System and Rollover functions
  • Provide portfolio reviews for our Financial Advisors
  • Facilitate secondary trading with UIT sponsors and broker-dealer community
  • Contribute to the development of Firm product policies
  • Respond to compliance, legal, or regulatory inquiries related to products
  • Set up and maintain electronic filing systems for records, correspondence, and other material
Requirements
  • Strong analytical, quantitative, and communication skills
  • Working knowledge of the financial markets, industry, analysis, and reporting of financial data, and associated terminology
  • Minimum Required: Bachelor's degree in Finance, Economics, or related study
  • Minimum Required: 1-3 years of related experience
  • Series 7 & 63 (ability to obtain within first 12 months)
Benefits

We offer a comprehensive benefits package, including health, dental, and vision care, 401(k), wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.


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