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Portfolio Analyst
Stifel - Indianapolis, IN
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. What We're Looking For Facilitates the overall business development of cliente...
AML Compliance Analyst-CDD-CIP
Stifel - Saint Louis, MO
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...
Market Data Procurement Associate
Stifel - Memphis, TN
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 exchan...
Associate, Venture Lending & Banking
Stifel - New York, NY
The Associate Venture Lending & Banking will be an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Credit Analyst will have the unique opportunity to help shape their own experience through outbound networking and sourcing, and internal projects to further streamline the gr...
Deposit Operations Specialist II
Stifel - Saint Louis, MO
The Bank Specialist II interacts with customers to provide a variety of general information in response to inquiries about products and services. What We're Looking For Process the daily balancing of exception items which includes both paid and returned NSF items, unposted items and check adjustments. Responsible for daily processing of requests f...
SPA Post Close Associate
Stifel - Saint Louis, MO
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. What We're Looking For Books SPA loans within the loan system. Tracks the receipt of original loan documents. Images...
Client Service Associate - Non-Registered
Stifel - Salem, OR
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, p...
Compliance Analyst III-AML CIU International
Stifel - Miami, FL
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/derogato...
Branch Intern
Stifel - Montgomery, AL
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. What We're Looking For Administrative duties as needed such as answering phones, filing, scanning, travel and expense repor...
Client Service Associate - Non-Registered
Stifel - Glenwood Springs, CO
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, p...
Non - Registered Client Service Associate
Stifel - York, PA
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, p...
Compensation Analyst
Stifel - Saint Louis, MO
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 actin...
Operations Associate-Salesforce
Stifel - Saint Louis, MO
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 o...
Equity Research Associate II
Stifel - Denver, CO
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...
HR Business Partner Sr
Stifel - New York, NY
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...
