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Research Marketing Associate

Stifel Financial Corp.

Stifel Financial Corp.

Research Marketing Associate

Boston, MA +1 location
Full Time
Paid
  • Responsibilities

    The Research Marketing Associate is responsible for effectively communicating between the Firm's Research Analysts and Financial Advisors. Will respond to Financial Advisors' questions on companies under coverage, general market activity and industries on the Research desk. Will promote and market Research materials to the Wealth Management Group.

    ESSENTIAL DUTIES AND RESPONSIBILITIES

    • Respond independently to the daily volume of widely varied and diverse inquiries on individual stocks and market sectors from any of the 2,500+ Financial Advisors (FAs).
    • Attend and listen to the daily early morning Research call and, if possible, the early afternoon Research call, and provide an accurate summary of the call details.
    • Publish the Select List and other Research marketing materials.
    • Post daily market comments, rating changes and information on the Stifel portal prior to the opening of the stock market.
    • Gather financial data from various resources to respond to FA requests to help them service their retail clients.
    • Respond to a few select international Institutional client requests.
    • Provide appropriate training in conjunction with other FA training classes.
    • Perform other related duties as assigned unsupervised with backup resources available.

    $71,300 to $80,100 base salary

    QUALITIFICATIONS

    • Exceptional communication skills, self-reliant and able to relay information proficiently in both written and verbal formats.
    • Manage priorities and tasks in order to meet deadlines and accomplish goals.
    • Ability to use logic and reasoning to identify complex problems, review related information, develop options and implement solutions.

    EDUCATION AND EXPERIENCE

    • Minimum required: B.A. in a related field.
    • Minimum required: 1 year of related experience.

    LICENSES AND CREDENTIALS

    • Minimum required: FINRA Securities Industry Essentials (SIE) and FINRA Series 7 or ability to get fully licensed within 6 months.

    SYSTEMS AND TECHNOLOGY

    • Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
    • Bloomberg and /or FactSet experience is a plus.
  • Industry
    Financial Services
  • Locations
    Boston, MA • New York, NY
  • About Us

    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 – and 26 years of continual growth – 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.