Key Takeaways
- • Stifel, the St Louis-based wealth management firm, is recruiting an assistant vice president to serve as a gatekeeper for hedge funds and liquid alternative strategies, according to a CityWire report citing a job posting.
- • The role covers due diligence on hedge funds, liquid alternatives and related tax strategies, including exchange funds, opportunity zone funds, 721 exchange strategies, tax-aware long/short separately managed accounts and tax-focused hedge funds.
- • Candidates require at least three years of relevant experience and a CFA charter, with CAIA and/or CFP credentials preferred; no salary range was disclosed.
- • The hire would join Stifel's existing investment gatekeeping and research team, led by chief investment officer Michael O'Keefe and research director Matt Kelley.
Summary
Stifel is looking to strengthen its alternatives research capabilities with the appointment of a gatekeeper focused on hedge funds and liquid alternative strategies, according to a report by CityWire, which was cited by Hedgeweek. The St Louis-based wealth manager's recruitment is evidenced by a recent job posting for an assistant vice president for hedge funds and liquid alternatives.
The successful candidate will be responsible for conducting due diligence on hedge funds, liquid alternatives and related tax strategies. The role also calls for expertise across a range of tax-efficient alternative investments, including exchange funds, opportunity zone funds, 721 exchange strategies, tax-aware long/short separately managed accounts and tax-focused hedge funds. The emphasis on tax-aware structures suggests the firm's alternatives research is oriented toward wealth clients seeking after-tax outcomes.
Candidates are expected to have at least three years of relevant experience and hold a CFA qualification, while CAIA and/or CFP credentials are also preferred. The position is office-based, and no salary range was disclosed.
The new hire would join Stifel's existing investment gatekeeping and research operation, which includes chief investment officer Michael O'Keefe and research director Matt Kelley.
The successful candidate will be responsible for conducting due diligence on hedge funds, liquid alternatives and related tax strategies. The role also calls for expertise across a range of tax-efficient alternative investments, including exchange funds, opportunity zone funds, 721 exchange strategies, tax-aware long/short separately managed accounts and tax-focused hedge funds. The emphasis on tax-aware structures suggests the firm's alternatives research is oriented toward wealth clients seeking after-tax outcomes.
Candidates are expected to have at least three years of relevant experience and hold a CFA qualification, while CAIA and/or CFP credentials are also preferred. The position is office-based, and no salary range was disclosed.
The new hire would join Stifel's existing investment gatekeeping and research operation, which includes chief investment officer Michael O'Keefe and research director Matt Kelley.
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