Grant Compliance Analyst Job Listing at Stifel in Saint Louis, MO (Job ID 8850)

Description

The Grant Compliance Analyst is a key member of the Trust team responsible for the daily operations of the Stifel Charitable gift fund programs. Working in partnership with the Donor Advised Program Manager, this position will ensure that the organizational and programmatic objectives of the organization are met.

• Perform daily compliance review, processing, and approval of donor-recommended gift fund grants.
• Manage and maintain relationships with vendors, clients, and Financial Advisors to ensure continued support and education of Donor Advised Funds.
• Communicate with grantee organizations to obtain and verify IRS compliance and mailing information.
• Maintain strategic partnerships within the Firm.
• Resolve donor requests and conflicts.
• Communicate effectively with Financial Advisors and their support staff regarding the Donor Advised Fund grant processing and compliance questions.
• Ongoing review of grant processing procedures to ensure regulatory compliance standards are met.

• Strong knowledge of the various grant-making industry regulations and the potential impact of changing regulations preferred.
• Effectively communicate (written and oral) with external and internal resources.
• Knowledge of charitable giving strategies, specifically the Donor Advised Fund market.

• Minimum Preferred: Bachelor's Degree in Business Administration or related field.
• Minimum Required: 3-5 years of related experience.

• Minimum Required: None.

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
• Proficient in sub-accounting and/or client account access systems.

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's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law.  If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.

Stifel is an Equal Opportunity Employer.