The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.
Eaton’s PCA platform is a leading advisor to private market investors seeking to raise capital through secondary transactions (GP-led and LP-led), direct equity and co-investment opportunities and GP-stakes. The team advises on a wide range of transaction structures including continuation vehicles, strip-sales, tender offers, annex funds and others. PCA partners and collaborates with both the Eaton primary fundraising professionals as well as the Stifel industry and financial sponsors’ coverage teams to provide superior outcomes to our clients.
Associates are primarily responsible for acting as the keystone of all transaction teams, serving as a project manager taking guidance from senior bankers while managing and mentoring...
The Sr Data Engineer is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Sr Data Engineer works with large volumes of data, ensuring its quality, reliability, speed, and accessibility. Tasks may include data ingestion, transformation, storage, data sharing and consumption, and implementing data security and privacy measures. This role is crucial in enabling efficient and effective data-driven decision-making.
The Sr Data Engineer is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Sr Data Engineer works with large volumes of data, ensuring its quality, reliability, speed, and accessibility. Tasks may include data ingestion, transformation, storage, data sharing and consumption, and implementing data security and privacy measures. This role is crucial in enabling efficient and effective data-driven decision-making.
Under general supervision by the Branch Manager, the Venture Services Associate is responsible for performing a wide range of assignments related to the stock distribution and trading for the venture capital community including managing stock distributions for General and Limited Partners. As a member of the Venture Services Team, the Venture Services Operations Associate performs all trade and operational functions related to venture distributions and transactions, as well as supporting general operational responsibilities for the branch office complex.
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).
The 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). Fully licensed candidates preferred.
The Operations Associate II - Dividends is responsible for aiding in driving departmental results as well as additional tasks which could require more experience and expertise to perform. This position requires a sound understanding of the processes while serving as a liaison to internal and external stakeholders. This position will require strong collaboration among team members and direct supervision.
The Personal Trust Administration Officer II administers simple to complex trust accounts in accordance with the terms of the trust document and all applicable laws.
The Personal Trust Administration Officer administers simple trust accounts in accordance with the terms of the trust document and all applicable laws.
The 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 Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.
The New Accounts Manager is responsible for providing leadership within the department by administrating department objectives and measures, day-to-day management of workloads, and associate development and performance management. This position requires experience in handling challenging subject matter and ensuring department completion of all necessary work on time and with the highest quality. This position is required to learn and understand the high-level aspects of all the department functions to appropriately provide leadership and guidance to associates while monitoring workloads and providing insight into staffing needs.
The Platform Strategy Specialist participates in successful business requirements definition, project management, and implementation of projects critical to the strategic development of the Firm and Stifel’s Investment Products and Services platform. The Specialist facilitates prioritizing and overseeing the management of multiple projects and building a good understanding of Stifel’s investment products and services, operational processes, compliance policies, and technology infrastructure. The Specialist will be expected to understand the inputs and goals for each project and use this knowledge to facilitate project implementation and effective communication with key stakeholders throughout the firm.
The Market Data Services Specialist processes incoming invoices for vendor services, generates allocations for submission to accounting, monitors expected invoicing for any missing/delayed items, generates reports on an ad-hoc as well as scheduled reporting basis to critical business unit heads for service determinations, generates reporting for MISU credit program to the 3 applicable exchanges and monitors invoicing for proper credits due, monitor, track and update pricing/structural changes from vendors that change invoice reconciliation and allocation calculations.
The AML Customer Due Diligence (CDD)/Customer Identification Program Analyst is responsible for a holistic review of high-risk clients from a risk-based approach. The Analyst conducts surveillance reviews to identify potential high-risk transactional activity, PEPs reviews, sanctioned individual Negative News/ Derogatory information reviews, potential OFAC match reviews, beneficial ownership reviews, MRB reviews, and new foreign account reviews. The AML-CIU CDD Analyst is also responsible for working with the Customer Identification Program (CIP) process to ensure the client's identity adequately satisfies CIP requirements.
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 SPA Post Close Associate ensures loan files are complete and works with loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building.
The Bank Specialist II interacts with customers to provide a variety of general information in response to inquiries about products and services.
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 Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients.
The Technology Product Development Tools Administrator will manage, configure, and optimize the development tools used by our Technology Product Software Development teams. This individual will play a key role in ensuring the smooth operation of tools like Jira, Azure DevOps, etc. setting up workflows and managing permissions, and ensuring tools are aligned with our Software Development Life Cycle (SDLC). This position will also be instrumental in working through audit requests, generating management reports, and maintaining consistency across the tools used by teams. The Tools Administrator will have a strong understanding of software development practices, hands-on experience with development tools, and the ability to drive tool effectiveness across multiple...
The Third-Party Cyber Risk Analyst performs comprehensive third-party risk assessments, focusing on data security, regulatory compliance and emerging AI use risks. This includes reviewing DDQs, SOC reports, AI governance disclosures, vendor security reports, and supporting documentation from vendors and service providers. The Third-Party Cyber Risk Analyst plays a critical role in safeguarding the organization data by ensuring third-party partners have implemented sufficient data protection safeguards. Ideal candidate thinks strategically and is intellectually curious. The Third-Party Cyber Risk Analyst will be expected to help refine the risk program.
The Senior HR Business Partner provides consultative human resources support to business units within the Institutional group including Investment Banking. The Senior HR Business Partner is the designated expert on the interpretation of HR programs, policies, and procedures to ensure alignment with business objectives and work cultures in achieving business goals while minimizing risk to the Firm.
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 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 Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.
The Operations Associate is responsible for aiding in driving departmental results for the Salesforce Department. This position requires the ability to gain a sound understanding of department subject matter including Salesforce application support, assisting with relevant training materials and level 1 troubleshooting. This position will require collaboration among team members and branch office personnel to provide a high level of customer service under direct supervision while following established procedures.
The Compensation Analyst is responsible for administering company compensation programs, and maintaining compensation systems, procedures, and controls consistent with the Firm's policies and practices. Analyzes market data and slots jobs within the grade structure. This position works with the Compensation Manager and HR Business Partners to provide analysis of compensation data while acting as a subject matter expert and point of contact for compensation solutions.
The Compliance Analyst III-Anti-Money Laundering (AML) Client Intelligence Unit (CIU) International systematically reviews high-risk clients from a risk-based approach. The AML CIU Analyst conducts surveillance reviews to identify potential suspicious transactional activity. This includes onboarding reviews, Politically Exposed Persons (PEPs) reviews, sanction reviews, negative news/derogatory information reviews, potential Office of Foreign Asset Control (OFAC) match reviews, beneficial ownership reviews, and new foreign account reviews.
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 Network Engineer II role is responsible for installing, troubleshooting, and maintaining Stifel data and application networks. This is achieved through the completion of various projects and tasks which require continuous and successful collaboration with the Network Engineering team, their IT associates, and other business stakeholders.
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 Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.
The Order Room Operations Associate is responsible for aiding in driving departmental results for the ongoing support for various Trading Desks, Stifel Branch Offices and outside money managers. This position requires the ability to gain a sound understanding of order entry for executing stocks and options with an emphasis on accuracy and speed to ensure timely market executions. Manual billing of trades is also imperative such as alternative investments, step outs and allocations of block orders. With proper training, the associate must be able to navigate in the firm's back office system (Beta) along with other order management systems (OMSs) and ancillary systems such as DTCC. This position will require collaboration among team members, branch office personnel...
The Mutual Funds Trade Support Operations Associate is responsible for for a variety of the department's administrative functions while having gained a solid understanding of the firm's mutual fund offerings, the systems used to trade them and how they relate to the overall Mutual Funds Trade Support team responsibilities. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
The IB Associate will work within a team of technical and financial professionals and will be an integral part of deal teams, serving as a project manager, taking guidance from senior bankers, and managing and mentoring analysts.Stifel Investment Banking provides strategic advisory services to clients that include initiating, structuring, and negotiating mergers, acquisitions, and divestitures as well as providing fairness opinions, valuation, and restructuring services. The firm has been growing rapidly and is continuously expanding its service lines while maintaining its focus on the middle market.
The Senior Developer will participate in all phases of the development process including complex design, integration and maintenance while observing proper behaviors, patterns, and standards. The Senior Developer will demonstrate leadership in mentoring and assisting all on the team, and will actively participate in all disciplines required in a full-stack environment. The Senior Developer will participate in defining Stifel's best practices and ensure they are used in all development projects and procedures.
The Operations Support Analyst I requires a clear understanding of the department functions and procedures and communicates with personnel to initiate instructions submitted by bank clients. The Operations Support Analyst I is expected to have a working knowledge of all departmentsystems that relate to the account processing group's responsibilities.
The Bank New Accounts Specialist will provide exceptional client service and deliver on our mission to “execute with excellence”. This role focuses on administrative and operational tasks to facilitate the opening of new bank accounts. The specialist is responsible for reviewing new account applications, opening new accounts, preparing and processing paperwork, ensuring accuracy and maintaining compliance with banking regulations.
Stifel’s 9-week Summer Analyst Program provides students with a hands-on introduction to the role of an Analyst. You will work alongside our banking professionals, from Analyst to Managing Director level, and will gain exposure to a variety of public finance transactions and sector types. Interns are expected to work on multiple projects simultaneously, with primary responsibilities in the research and analysis related to transaction generation and execution.
Stifel’s 9-week Summer Analyst Program provides students with a hands-on introduction to the role of an Analyst. You will work alongside our banking professionals, from Analyst to Managing Director level, and will gain exposure to a variety of public finance transactions and sector types. Interns are expected to work on multiple projects simultaneously, with primary responsibilities in the research and analysis related to transaction generation and execution.
The Treasury Management Training Specialist is responsible for the development of training curriculum and content related to and delivery of Treasury Management training programs for both internal and external stakeholders. The Training Specialist will work closely with cross-functional teams to ensure that all training materials and documents are up-to-date, comprehensive, and effectively communicated.
The Venture Credit Analyst plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. This role intertwines an understanding of accounting and financial principals with a Credit Analyst’s desire to learn about sector and economic trends impacting the technology companies we work alongside. In joining our San Francisco team, the Credit Analyst’s role will focus heavily on understanding and contributing within active debt processes – structuring, underwriting, and presenting to our credit team. Over time the Credit Analyst will have the opportunity to lead relationship management with portfolio companies and on new deal...
The Sr Payroll Technician plays a crucial role in ensuring employees are paid accurately and on time. This position is responsible for managing all payroll functions, from calculating employee paychecks and withholding taxes to maintaining accurate payroll records. As a mentor to the Payroll Technician, the Sr Payroll Technician also conducts research on variances and complex payroll issues, and completes necessary reporting.
The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and consultation to Stifel advisors as they navigate the offering. The Specialist will also assist in the design and implementation of enhancements to the reporting systems and suite of services made available through the IP&S Platform. The Specialist will be expected to maintain a working understanding of Stifel's IP&S offering, the operational processes, compliance policies, and all related technology integrations...
The 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). Fully licensed candidates preferred.
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 Commercial Portfolio Manager- Broadly Syndicated Lending (BSL) is responsible for the management and support of an existing corporate borrower portfolio. This position will include some origination underwriting activity on both existing and new borrowers. The Portfolio Manager is responsible for ensuring that all lending decisions, actions, and recommendations are based on an accurate and thorough understanding of each borrower's financial needs and conditions and comply with all laws, regulations, and Stifel Bank policy.
