Stifel’s 250-member Municipal Securities Group is seeking a Municipal Underwriting Assistant to join our Municipal Capital Markets underwriting desks in San Francisco, CA and Denver, CO. The candidate will join the Municipal Underwriting team and work directly with the Head of Municipal Underwriting and Senior Underwriters across the country. The candidate will quickly gain a working knowledge of trading and underwriting systems, information dissemination tools and with increasingly responsibility will process transactions and coordinate internal and external communication. This role requires diligent oversight of the new issue process and trading platforms and with a demonstrated ability to multi-task,...
Stifel’s 250-member Municipal Securities Group is seeking a Municipal Underwriter to join our Municipal Syndicate Desk, preferred location in Denver, CO and San Francisco, CA. The candidate will join the Municipal Underwriting team and work directly with the Head of Municipal Underwriting and Senior Underwriters across the country. Stifel is the top national underwriter of negotiated municipal bond sales. Municipal Underwriters are responsible for coordinating all facets of the bond underwriting process, relying on knowledge and expertise of markets, concepts, and practices and procedures. The Underwriter works directly with municipal institutional sales professionals, municipal traders,...
Under general supervision, the Investment Banking Analyst is responsible for conducting industry research, building financial models to analyze company projections and or potential transactions, drafting offering memorandums for public or private financings, drafting client presentation materials and working with clients to execute financing or merger transactions.
Under general supervision, the Investment Banking Analyst is responsible for conducting industry research, building financial models to analyze company projections and or potential transactions, drafting offering memorandums for public or private financings, drafting client presentation materials and working with clients to execute financing or merger transactions.
The Operations Associate is responsible for aiding in driving departmental results for the Operations Security Transfer department. This position will require data entry, compiling simple data, performing routine math calculations and collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
The Cash Products and Banking Services Product Owner is responsible for Stifel's cash products, including Brokerage Cash Management Accounts, the Bank Sweeps Program, Stifel Bank Deposit Accounts, Credit Cards programs, and the firm's payments strategy. This role will require partnership with various internal teams and vendors to provide a seamless client experience.
As a Sr. Bank Treasury Product Owner, you will manage and oversee the development and implementation of treasury products and services offered. The Product Owner will work closely with cross-functional teams, including product managers, developers, and stakeholders, to define product requirements, prioritize features, and ensure successful product launches. Additionally, the Product Owner will monitor market trends, competitor offerings, and customer feedback to identify opportunities for product enhancements and drive continuous improvement. Strong analytical, communication, and project management skills are essential for success in this role.
Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
Stifel’s NY Bryant Park Intern will represent Stifel by participating in a wide variety of group discussions, training seminars and potentially assist with various projects in support of the underlying functional area. This position will have the opportunity to work with business teams in pursuit of first-hand experiences within the Financial Services industry.
The Operations Associate is responsible for aiding in driving departmental results for the Operations - Instiutional and Broker Cashiering department. This position requires the ability to gain a sound understanding of department subject matter. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
The Compliance Analyst – AML Technology is responsible for the implementation and maintenance of Stifel’s anti-money laundering (AML) technology. The Analyst serves as a subject matter expert (SME) with respect to the source data, features, and configuration of the firm’s core money laundering surveillance system (NICE Actimize) and works with internal and external stakeholders to implement solutions for implementation, improvement, and efficiency. The analyst also assists with other data-driven projects, including queries, analysis, and automations.
The Compliance Assistant Manager - AML - Client Intelligence Unit (CIU) will oversee Institutional and International client transaction monitoring, customer due diligence, and economic sanctions compliance across multiple business lines. In this role, the AML- CIU Assistant Manager will assist in daily activities to ensure the department's requirements are fulfilled, as required by Firm policies or regulatory rules. The Assistant Manager trains, leads, and mentors the department Associates and their work for the completion of assigned duties.
The Operations Associate is responsible for aiding in driving departmental results. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
Our leading practice is looking to add a Director to our Project Management team. This Director will participate in the execution/project management of current real asset mandates as well as in the sourcing of new prospective clients across real assets. The Director will have exposure to all aspects of the real asset alternative investment market as well as North American-focused and Global managers and investment strategies. The Project Management Director has the overall goal of managing the fundraise process and raising capital for our real asset clients.
Sales Liaison I performs the administrative and operational tasks necessary to facilitate the smooth and efficient operation of the Sales Representatives’ business. This includes monitoring, assisting, and recording transactions and ensuring that the office is properly equipped (supplies, technology, etc.) and functioning efficiently. This position partners with the Sales Representatives and Branch Office Coordinators.
The Fixed Income Analyst - ALM I supports the Fixed Income Strategies team by collecting, organizing, and analyzing data to produce and develop Asset/Liability Management Analyses for fixed-income clients.
Stifel’s NY Bryant Park Intern will represent Stifel by participating in a wide variety of group discussions, training seminars and potentially assist with various projects in support of the underlying functional area. This position will have the opportunity to work with business teams in pursuit of first-hand experiences within the Financial Services industry.
The Origination Marketing Associate supports senior members of the Firm in the pursuit of marketing, fundraising, and new business and relationship management endeavors. This position is responsible for managing all matters related to office coordination.
The Origination Marketing Associate supports senior members of the Firm in the pursuit of marketing, fundraising, and new business and relationship management endeavours. This position is responsible for managing all matters related to office coordination.
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
The Operations Associate is responsible for aiding in driving departmental results for the Operations-Money Funds department. This position requires the ability to gain a sound understanding of department subject matter including bookeeping, check ordering, and debit card servicing. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures..
The Sr Administrative Assistant performs a higher level of support on a variety of administrative functions. Supports the senior level leadership and department within Public Finance. Serves as backup to peers and works to facilitate the smooth operation of day-to-day department activities.
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
The Document Control Specialist will assist the New Accounts and Document Control Manager with creating, modifying, storing, organizing, and maintaining client-facing documents as well as assist department leaders in developing and documenting internal procedures.
The Salesforce Business Analyst will engage with business units, salesforce development, and other peers to analyze, document, and understand business processes and procedures. The analyst will also support discovery or solution design for Salesforce initiatives and development.
The Operations Associate is responsible for aiding in driving departmental results for the Operations IRA & Qualified Plans department. This position requires the ability to gain a sound understanding of department subject matter including assisting in performing a variety of entries, done manually or by way of Stifel’s eQuest system. Quality control is done through multiple queries, documentation review, and following strict IRS rules and regulations. The Associate begins learning the basics of the IRA department’s functions and terminology. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
The Operational Risk Manager supports the Enterprise Risk Management (ERM) Managing Director in the day to day management of Operational Risk and the development of sound operational risk management practices. Their duties include key risk management activities such as: Operational Risk Event reporting and error resolution, Risk and Control Assessments, Business/project risk assessments, Key Risk Indicator collection and reporting and providing training to first line risk owners.
The Client Services Associate-International Registered assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
The administrative assistant performs a variety of administrative functions in support of the Department. Serves as back-up to peers and works to facilitate the smooth operation of day-to-day department activities.
The Trust Client Support Specialist provides assistance to Stifel Charitable clients regarding online account access, new account documentation, and general client support.
Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to learn technical and business development skills is important, as is a willingness to work outside normal business hours. Analysts participate in junior banker training with colleagues from offices located throughout the nation. Some travel expected.
The Assistant Risk Trader works closely with the Risk Trader and Head Trader by supporting and
promoting trading services.
The Senior Quantitative Analyst works closely with the Head of Electronic Trading Product team in the initiation and development of equity trading algorithms, transaction cost models, and order routing strategies. This position manages the quant research idea generation process and initiates research into trading signals and model factors. The Senior Quantitative Analyst will then work closely with the head of product to determine which research and results are suitable for further analysis or deployment into Stifel trading algorithms. Finally, the Senior Quantitative Analyst will manage other quantitative analysts in their participation in projects and the writing of research white papers.
Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector and can clearly state and defend the investment thesis for all stocks in the assigned sector. Must be able to handle basic question from Sales and Clients and is beginning to represent the associates in internal research presentations.
The Investment Systems & Operations Analyst brings experience and good judgment to their work and is responsible for the daily support and maintenance of variety of investment operations duties, including, but not limited to, trade support, reconciliation, corporate actions processing, security master set up and maintenance, account set up and maintenance, fee billing, performance calculations, and investment systems support and configuration. The Investment Systems & Operations Analyst is able to independently handle daily tasks and projects and comply with Firm policies and procedures.
The Compliance Analyst I is responsible for testing policies and procedures for multiple broker-dealer affiliates focusing on (FINRA rule 3120) Supervisory Control Testing. The Compliance Analyst I will enforce the system of supervisory control policies and procedures, test and verify compliance with securities laws and regulation, and create additional or amend supervisory procedures when identified by testing.
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
The Operations Capital Markets Specialist III ensures correct trade processing for all large Institutional clients. This position will research and resolve incoming inquiries from Institutional clients, Capital Market Traders, and Sales associates. They will also work on system upgrades and testing for the Capital Markets department.
At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor.
The Field Development Associate will provide administrative and logistical support to the Field Development team, assisting in the coordination and tracking of training programs for new Financial Advisor Trainees. This role will be responsible for maintaining program records, scheduling training sessions, and supporting the development of training materials. The associate will interact with Financial Advisor Trainees, Branch Managers, and internal stakeholders to facilitate smooth program operations. This position is an excellent opportunity for someone looking to gain experience in financial services training and development.
The Executive Administrative Assistant provides administrative support to a Regional Director. The Executive Administrative Assistant is responsible for the day to day business of the office and is expected to carry out multiple administrative duties and provides exemplary communication between the executive office, management and their clients.
Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to learn technical and business development skills is important, as is a willingness to work outside normal business hours. Analysts participate in junior banker training with colleagues from offices located throughout the nation. Some travel expected.
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
The Advisory Trading Analyst is responsible for trading discretionary accounts within Stifel's internal advisory programs. The Analyst is responsible for transactions associated with portfolio changes, model maintenance, periodic rebalancing, and monitoring accounts to ensure that model portfolios are being maintained. The Analyst will collaborate with other Stifel departments to ensure completion of daily work.
At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor.
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
At Stifel, under general supervision, the Investment Banking Analyst is responsible for conducting industry research, building financial models to analyze company projections and or potential transactions, drafting offering memorandums for public or private financings, drafting client presentation materials and working with clients to execute financing or merger transactions.
