Description
The Fixed Income Analyst - I ALM supports the Fixed Income Strategies team by collecting, organizing, and analyzing data to produce and develop Asset/Liability Management Analyses for fixed-income clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Assist senior team members in analyzing financial statements, interest rates, liquidity, and credit risk.
- Process monthly and quarterly analyses of clients' investment portfolio/balance sheets and various risk measurements using Excel-based and other complex financial models.
- Interact daily with senior team members and sales representatives.
- Interact with clients to obtain data necessary to prepare analyses.
- Manage special project demands of senior team members.
What We're Looking For
QUALIFICATIONS
- Solid math and analytical skills.
- Strong attention to detail.
- Strong organizational skills with the ability to manage multiple tasks, priorities, and deadlines.
- Strong computer skills.
- Excellent verbal and written communication skills
- Ability to quickly learn new software programs
- Strong work ethic.
- Must be able to understand and interpret financial data.
- Must also be able to communicate their findings to their clients clearly and concisely.
- Be able to think critically and make sound investment decisions.
Education & Experience
EDUCATION AND EXPERIENCE
- Minimum required: Bachelor's degree in Finance, Accounting, Economics or Business.
- Minimum required: 0-2 years related experience required.
Licenses & Credentials
LICENSES AND CREDENTIALS
- Minimum required: SIE, FINRA Series 7 and Series 63 or must be obtained within 6 months of employment.
Systems & Technology
SYSTEMS AND TECHNOLOGY
- Proficient in Microsoft Excel, Work, PowerPoint, Outlook.
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
We Value Diversity
Stifel is an equal opportunity employer dedicated to fostering, cultivating, and preserving a culture of diversity and inclusion by embracing and welcoming everyone. At Stifel, we believe a diverse team is a critical element of how we find success and strive to build on diversity, inclusion, respect, and engagement in all that we do, across the firm. Accordingly, we welcome applications for employment from all qualified candidates.
Apply on company website
Find Connections via Linkedin
