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CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - Savannah, GA

POSITION SUMMARY 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, obtain...

TRUST COMPLIANCE ANALYST

Stifel - St. Louis, MO

ESSENTIAL DUTIES AND RESPONSIBILITIES Assists with administering the trust's Compliance Program. Ensures the Bank's adherence, monitoring and implementation of all BSA regulations. Remains current on changes in regulatory issues and communicates related impacts. Maintains and executes compliance testing reports, recommendations...

INVESTMENT BANKING ASSOCIATE - TECHNOLOGY (NEW YORK, NY)

Stifel - New York, NY

SUMMARY 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 Associates a unique environment which combines a highly en...

INVESTMENT BANKING ASSOCIATE - TECHNOLOGY (Silicon Valley, CA)

Stifel - Foster City, CA

SUMMARY 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 Associates a unique environment which combines a highly en...

PUBLIC FINANCE ANALYST - SCHOOL GROUP or GENERAL GOVERNMENT GROUP

Stifel - Los Angeles, CA

SUMMARY Stifel's Public Finance Department is the investment banking department within the firm's Municipal Securities Group. The Municipal Securities Group encompasses investment banking, sales, trading and underwriting. Public Finance Analysts interact with colleagues throughout Stifel's municipal securities platform, who together play a role in helping public sector...

Institutional Equity Research Analyst, Technology - Toronto

Stifel - Toronto, ON, Canada

Summary Reporting to the Head of Research, the individual will be expected to select, analyze and project long-term values of stocks under coverage, make buy and sell recommendations, develop and maintain financial models and publish research reports. Stifel GMP has a strong position in the Canadian market, has an international reach and is continuing to grow by adding t...

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - Greenwood Village, CO

POSITION SUMMARY 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, obtain...

RETIREMENT PLANS SPECIALIST I

Stifel - St. Louis, MO

SUMMARY The Retirement Plans Specialist serves as a resource to Financial Advisors (FAs) and their clients regarding overall business retirement plan issues. This may include plan type and design reviews, product analysis, vendor selection, proposal generation and presentation, and regulatory updates in an effort to increase plan sales. The Specialist position requires...

OPERATIONS COORDINATOR - NON REGISTERED

Stifel - Tallahassee, FL

SUMMARY Under general supervision, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel. ESSENTIAL DUTIES AND RESPONSIBILITIES Acts as liaison between branch/satellite and home office personnel...

ENTERPRISE RISK MANAGMENT SENIOR ANALYST

Stifel - St. Louis, MO

SUMMARY The Enterprise Risk Management Analyst Sr will be responsible for assessing and monitoring complex risks, conducting due diligence reviews, and preparing reports for the Enterprise Risk Management (ERM) leadership. This market and counterparty risk position will identify, measure, analyze, and aggregate on key metrics. The ERM Analyst Sr will provide oversight ...

HRIS BUSINESS ANALYST

Stifel - St. Louis, MO

JOB SUMMARY The Business Analyst will develop and drive efficiencies and processes that align with the long-term strategic goals of the Firm. This position will engage with business leaders to analyze, evaluate, recommend and implement changes to the Human Resources Information Systems that are technologically feasible and financially and functionally reasonable.

RETIREMENT PLANS SENIOR SPECIALIST

Stifel - St. Louis, MO

SUMMARY The Senior Retirement Plan Specialist serves as a resource to Financial Advisors (FAs) and their clients regarding overall business retirement plan issues. This may include plan type and design reviews, product analysis, vendor selection, proposal generation and presentation, and regulatory updates, in an effort to increase plan sales. The Senior Specialist pos...

INVESTMENT BANKING ANALYST - CONSUMER (NEW YORK, NY)

Stifel - New York, NY

SUMMARY 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 transacti...

INVESTMENT BANKING ASSOCIATE - TRANSPORTATION AND LOGISTICS (BALTIMORE, MD)

Stifel - Baltimore, MD

SUMMARY 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 associates a unique environment which combines a highly en...

OPERATIONS ASSOCIATE - TAX LOT ACCOUNTING

Stifel - St. Louis, MO

SUMMARY The Operations Associate performs general clerical operations tasks that are routine and/or repetitive in nature; data entry, compiling simple data, and performing routine math calculations. Verifies and communicates discrepancies in the workflow as they work under direct supervision following established procedures.