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Company: Stifel
Location: Bowling Green
Posted on: June 3, 2021

Job Description:


The Alternative Investments Due Diligence Associate is responsible for evaluating and monitoring managers and funds for Stifel's Alternative Investments platform. This role is required to analyze products as potential additions to the product platform and help educate Financial Advisors about Alternative Investments and the platform. The Associate will focus on hedge funds, long-only limited partnerships, securitized 1031 exchanges, exchange funds, liquid alternatives, and other alternative investments.


Assist colleagues in all aspects of the investment due diligence process, including the ongoing monitoring of platform alternative investment offerings.

Contact external Alternative Investment product providers ("funds") to enhance relationships and prepare information for due diligence files.

Manage existing due diligence files and reporting to ensure documentation is complete and consistent with department and firm policies.

Assist in the assessment of new investment opportunities by establishing industry contacts, meeting prospective funds, attending relevant industry events, performing qualitative, quantitative and peer analyses.

Assist with writing due diligence cases for new investment opportunities, ultimately for presentation to investment committee and key stakeholders.

Work with Financial Advisors and Stifel clients as a product-level specialist to facilitate informational requests.

Provide analytical support to senior investment professionals for reporting, presentations and research-based projects.


Knowledge of general investment principles and characteristics across asset classes with strong finance and economic competencies with knowledge or experience in global financial markets. Prior experience with alternative investments is a plus.

Minimum Required: B.S. or B.A. in Economics, Finance or related field

Minimum Required: 0-1 years' experience in Financial Services

Minimum Required: Series 7, 63, 65 or 66 within 12 months of hire

Proficient in Microsoft Excel, Word, PowerPoint, Outlook


Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.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 EmployerThe health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to "virtually" meeting you.

Keywords: Stifel, Bowling Green , ALTERNATIVE INVESTMENT DUE DILIGENCE ASSOCIATE, Other , Bowling Green, Kentucky

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