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We are seeking a Senior Associate / Junior Vice President to join our Investment Banking team in New York with a focus on the Clean Energy & Power sector. This role sits at the keystone of the deal team – serving as project manager on live transactions while taking on increasing execution and client-facing responsibility, and managing and mentoring Analysts. The role is ideal for a strategic thinker with a strong background in complex financial transactions who is keen to work hard in a fast-paced environment across multiple projects at one time. Experience running sell-side M&A transactions is a must, as is direct transaction experience in the Clean Energy & Power sector....
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The Loan Operations Specialist is responsible for supporting key operational functions within the loan department, with a focus on documenting Stifel Pledged Asset (SPA) loans and assisting with SBA-related processes. This role also contributes to daily balancing, audit support, and special projects as needed.
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The AI-Application Security Architect is responsible for defining, governing, and advancing the enterprise AI / application security architecture across the organization. This role provides strategic and technical leadership to ensure applications are designed and built securely at scale, aligned with business objectives, regulatory requirements, and evolving threat landscapes. Acting as a trusted advisor to engineering leadership, this role balances risk reduction with development velocity and innovation.
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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.
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The Hedge Funds and Liquid Alternatives Assistance Vice President (AVP) is responsible for sourcing, monitoring and evaluating various hedge fund and liquid alternative investment products, which includes hedge funds, liquid alternative mutual funds, long-only limited partnerships, tax-deferral products, and other alternative investment products. The AVP is also responsible for producing detailed commentary, constructing proposals and ensuring platform coverage in concert with the Manager, Hedge Funds and Liquid Alternative Investments. The position entails building ad hoc reports, updating databases and adapting to the various needs of the department with a high degree of versatility – presenting product, strategy and market commentary with a high degree of...
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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.
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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.
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The M&A Investment Banking Associate for the KBW Investment Banking Financial Services Group develops financial models and related valuation analysis for both public and private offerings.
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We are seeking a dynamic and experienced Vice President to join our Investment Banking team in New York with a focus on the Diversified Industrials & Services sector. This role is ideal for a strategic thinker with a strong background in complex financial transactions. The successful candidate will be a self-starter who is keen to work hard in a fast-paced environment, managing multiple projects at one time. Experience running sell-side M&A transactions is a must.
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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.
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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).
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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).
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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...
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The Cloud Security Engineer is responsible for designing, implementing, and maintaining security measures within cloud computing environments. They ensure the confidentiality, integrity, and availability of cloud-based systems and data by conducting risk assessments, developing security policies and procedures, implementing security controls, monitoring security incidents, and responding to and mitigating security breaches. The Cloud Security Engineer collaborates with cross-functional teams to identify and address potential security vulnerabilities and continuously improves the security posture of cloud-based infrastructure and applications.
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The Cloud Engineer is responsible for designing, implementing, and maintaining cloud infrastructure and services. They collaborate with cross-functional teams to ensure cloud-based applications and systems' availability, scalability, and security. This role involves troubleshooting and optimizing cloud environments while staying updated on emerging technologies and best practices in cloud computing.
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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.
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The Product Owner (PO) is a member of an Agile Development Team who speaks for the client/end user. The Product Owner is responsible for guiding the team to create and deliver software applications that meet client, business, and firm goals by breaking down and defining small workable tasks (user stories) and prioritizing the team backlog to streamline the execution of priorities. The PO creates and maintains stories, and prioritizes work for new or revised features or enhancements. The PO has a significant role in quality control and is the team member empowered to accept stories as done. The Product Owner position has significant relationships and responsibilities outside of the agile team, including working closely with Product Management, customers, business...
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Senior Analysts / Junior Associates will contribute meaningfully to active engagements and internal initiatives.
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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.
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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. This role is based in New York and supports Stifel’s Clean Energy & Power investment banking practice.
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The Stifel Support Associate II is responsible for aiding in driving departmental results for the ongoing support of Stifel's branch offices as well as additional tasks which could require more experience and expertise to perform. This position requires a sound understanding of department subject matter including application support and training, as well as knowledge on general operational and industry questions. This position will require collaboration among team members, branch office personnel and Stifel clients to provide a high level of customer service under direct supervision while following established procedures. While not required, this position offers the opportunity to travel within the United States to assist with onboarding and training new Financial...
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The 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).
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Associates will participate in the CY'27 Training Program in August for three weeks in NYC. An Associate’s specific responsibilities may include conducting industry research, building financial models to analyze company projections or potential transactions, drafting client presentation materials, and participating in client calls or meetings.
Associate candidates should possess outstanding academic records and have demonstrated strong leadership ability through involvement in extracurricular endeavors such as student government, athletics, and cultural and entrepreneurial activities.
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The Venture Banking Credit Risk Officer is responsible for the overall application and effectiveness of the Bank's credit policy and procedures. This position will work directly with senior management and the lending departments to facilitate the underwriting and origination of new loans, adjudication of credit requests, monitoring of the Bank's loan portfolio credit quality, and the supervising and training of the Bank's credit analysts.
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The Venture Banking Credit Risk Officer is responsible for the overall application and effectiveness of the Bank's credit policy and procedures. This position will work directly with senior management and the lending departments to facilitate the underwriting and origination of new loans, adjudication of credit requests, monitoring of the Bank's loan portfolio credit quality, and the supervising and training of the Bank's credit analysts.
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Under general supervision, the Research Associate III is primarily responsible for evaluating biotechnology therapeutic pipelines and competitive landscapes by analyzing data presentations and scientific literature, performing financial modeling, and providing organizational support to the senior level Research Analyst. The ideal candidate possesses high-level knowledge of oncology and/or immunology concepts. At this level, the associate should demonstrate proficiency in data analysis, competitive landscape diligence, and the basics of financial modeling. The role requires the ability to communicate complex scientific concepts in a clear and concise manner both orally and in writing.
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The Deputy General Counsel will advise and support Stifel’s growing banks and trust companies as part of an established team of legal colleagues, in cooperation with compliance and other professionals. Experience in supporting regulated banks and their lending activities is required. Successful lawyers at Stifel combine action at the speed of business with the accuracy, knowledge and sophistication that protects our clients’ and the firm’s interests.
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The Deputy General Counsel will advise and support Stifel’s growing banks and trust companies as part of an established team of legal colleagues, in cooperation with compliance and other professionals. Experience in supporting regulated banks and their lending activities is required. Successful lawyers at Stifel combine action at the speed of business with the accuracy, knowledge and sophistication that protects our clients’ and the firm’s interests.
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The Deputy General Counsel will advise and support Stifel’s growing banks and trust companies as part of an established team of legal colleagues, in cooperation with compliance and other professionals. Experience in supporting regulated banks and their lending activities is required. Successful lawyers at Stifel combine action at the speed of business with the accuracy, knowledge and sophistication that protects our clients’ and the firm’s interests.
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The Deputy General Counsel will advise and support Stifel’s growing banks and trust companies as part of an established team of legal colleagues, in cooperation with compliance and other professionals. Experience in supporting regulated banks and their lending activities is required. Successful lawyers at Stifel combine action at the speed of business with the accuracy, knowledge and sophistication that protects our clients’ and the firm’s interests.
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The Deputy General Counsel will advise and support Stifel’s growing banks and trust companies as part of an established team of legal colleagues, in cooperation with compliance and other professionals. Experience in supporting regulated banks and their lending activities is required. Successful lawyers at Stifel combine action at the speed of business with the accuracy, knowledge and sophistication that protects our clients’ and the firm’s interests.
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The Deputy General Counsel will advise and support Stifel’s growing banks and trust companies as part of an established team of legal colleagues, in cooperation with compliance and other professionals. Experience in supporting regulated banks and their lending activities is required. Successful lawyers at Stifel combine action at the speed of business with the accuracy, knowledge and sophistication that protects our clients’ and the firm’s interests.
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The Operations Coordinator performs the daily cashiering and operational functions for the branch office. The Coordinator is also responsible for liaising between the branch and home office on operational matters as well as providing overflow support to other branch associates.
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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).
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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.
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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).
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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).
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The Venture Banking Credit Analyst will be an integral part of origination, underwriting, and portfolio management. This position will be responsible for banking and lending directly to private investment funds across several asset classes. The Credit Analyst will have exposure to many different business units while creating a differentiated market strategy.
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Under general supervision, the Debt Capital Markets Analyst is responsible for supporting deal teams on debt capital markets transaction origination and execution for financial institution clients. This role will require the analyst to focus on origination, pricing, structuring, modeling, valuation and execution of a full suite of fixed income and preferred products, including senior debt, subordinated debt, and preferred securities.
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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).
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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).
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The FinOps Specialist supports cloud financial management and cost optimization activities across the enterprise’s multi-cloud and SaaS environments. Working under the guidance of senior FinOps team members, this role partners with technology, finance, and business stakeholders to help operationalize FinOps practices that drive accountability, transparency, and efficient use of cloud resources. The FinOps Specialist assists in maintaining cost governance frameworks, building forecasting and showback reports, identifying optimization opportunities, and supporting data-driven decision-making to maximize the business value of cloud investments while aligning with regulatory and compliance requirements.
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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).
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The Advisor Marketing Manager leads a team of Marketing Associates and Marketing Specialists who support Financial Advisors, branches, and home office associates with their marketing needs. This role is responsible for developing and coaching a team of advisor-facing marketing professionals who serve as strategic partners to their assigned regions, ensuring a high level of service, strong advisor relationships, and effective execution of marketing initiatives. The Manager also identifies common advisor marketing needs and develops scalable, pre-approved marketing campaigns and resources that support advisor growth while improving efficiency across the department.
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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.
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The Operations Advisory Support Associate is responsible for aiding in driving departmental results for high quality support to financial advisors and branch staff. This position requires the ability to gain a sound understanding of department subject matter including high level aspects of the establishment of advisory accounts and account maintenance. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
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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. This is a f ull time Monday-Friday position.
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The Facilities Space Planner at a financial investment firm is critical in optimizing office space utilization and ensuring that the physical layout aligns with the company's operational needs. This role will analyze space requirements, assess current space utilization, and develop plans to maximize efficiency and functionality. This role will include creating floor plans, coordinating office relocations, and collaborating with stakeholders to ensure space allocation meets organizational needs.
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The Operations Associate-Digital Support-Bilingual is responsible for aiding in driving departmental results for the ongoing support of Stifel’s Client Facing Platforms, including Digital Client Applications and Digital Banking products. This role requires the ability to develop a strong understanding of digital support functions, including troubleshooting in both Spanish and English, training support, and collaboration with cross-functional teams. The position partners with IT Product Support, Stifel Bank associates, and branch office personnel to deliver a high level of client service while adhering to established procedures.
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The Operations Associate-Digital Support is responsible for aiding in driving departmental results for the ongoing support of Stifel’s Client Facing Platforms, including Digital Client Applications and Digital Banking products. This role requires the ability to develop a strong understanding of digital support functions, including troubleshooting, training support, and collaboration with cross-functional teams. The position partners with IT Product Support, Stifel Bank associates, and branch office personnel to deliver a high level of client service while adhering to established procedures.
This is a compressed schedule...