Stifel seeks hedge fund and liquid alternatives gatekeeper

St Louis-based wealth management firm Stifel is seeking to bolster its alternatives research team with the appointment of a specialist gatekeeper for hedge funds and liquid alternatives, according to a report by CityWire. The firm recently posted a job opening confirming its intention to recruit an assistant vice president for these roles.

The chosen individual will be tasked with performing due diligence on hedge funds, liquid alternatives, and associated tax strategies. The position necessitates proficiency in various tax-efficient alternative investments, such as exchange-traded funds, opportunity zone funds, 721 exchange strategies, tax-aware long/short separately managed accounts, and tax-focused hedge funds.

The ideal candidate should have at least three years of relevant experience, hold a CFA designation, and may also possess CAIA and/or CFP credentials. The role will be based in Stifel's offices, and no salary range has been disclosed. The new hire will be joining Stifel's existing investment gatekeeping and research team, which includes chief investment officer Michael O'Keefe and research director Matt Kelley.