Description
Job Summary
The Offshore ETF Product Management Associate is responsible for assisting with daily platform management of UCITS Exchange Traded Products (ETPs), which includes initial evaluation and ongoing review of products for acceptability, viability, and risk as utilized by Stifel International Financial Advisors with their clients subject to review by senior members of the Product Management team. The position will also conduct product comparisons and monitor asset flow and industry trends. The Associate will continually develop an in-depth knowledge of offshore investment products. This position works closely with other key members of the firm.
Essential Duties and Responsibilities
• Performs initial onboarding and ongoing review of UCITS ETPs to determine eligibility for Stifel's International Financial Advisors and client use subject to review by senior Product Management team members.
• Review for eligibility, complexity, and potential adverse effects on clients and the firm.
• Documents process via onboarding due diligence reports.
• Updates internal models, portal page, and internal and external materials.
• Performs analysis on product platforms using internal and external tools, including Bloomberg, Morningstar Direct, and resources from product partners.
• Works with the Product Advice team to fulfill the Financial Advisor's requests related to offshore products.
• Provides educational tools and training materials for Financial Advisors on all aspects of UCITS ETPs.
• Develops and continually enhances knowledge of investment products and Stifel's various business areas.
• Special projects are assigned by the manager or senior Product Management team members to support department initiatives.
Qualifications
• Excellent time management and critical thinking skills.
• Strong written and oral communication skills.
• Spanish/Portuguese fluency with the ability to speak and read is preferred.
• Working knowledge of investment products focusing on ETFs.
• Strong organizational skills with the ability to handle volatile/fluctuating information.
Education and Experience
• Minimum Required: Bachelor's in Finance, Business Administration, Computer Science, Data/Statistics, or related field or equivalent combination of education and experience.
• Minimum Required: 0-2 years of experience in the financial industry.
Licenses and Credentials
• Minimum Required: FINRA Series 7 certification within six months of hire.
Systems and Technology
• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
• SQL and Python/Java Proficiency is preferred.
Disclaimer
NOTE: Job descriptions are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about jobs. Nothing in this job description restricts management right to assign or reassign duties and responsibilities to this job at any time.
About Stifel
Stifel is a 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.
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