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Investment Banking Jobs

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CLIENT COVERAGE ANALYST

Stifel - Philadelphia, PA

SUMMARY Stifel's Client Coverage Group leads the Firm's cross-organizational strategy associated with how clients are serviced across all Stifel businesses. The Client Coverage Analyst will have a unique opportunity to receive exposure to a full service platform, a diverse group of client-facing professionals and a variety of senior leaders thro...

FIXED INCOME ANALYST

Stifel - New York, NY

SUMMARY Under limited supervision, conduct quantitative analysis of information affecting litigation related investments including assisting with litigation analysis, assessing and pricing litigation risk, and evaluating litigation budgets. Assist in analyzing and closing a wide variety of transactions, including loans to law firms, loans related to specific cas...

FUND BANKING ANALYST

Stifel - Durham, NC

SUMMARY Stifel Bank is looking for a top caliber Analyst to join its Fund Banking team. The Fund Banking group provides commercial banking services to private investment funds directly. This includes funds investing across all alternative asset classes including private equity, venture capital, private credit, real estate, etc. Services include ...

OPERATIONS ASSOCIATE-ADVISORY BILLING

Stifel - St. Louis, MO

SUMMARY The Operations Associate in Advisory Billing is responsible for processing the fees associated with all fee based accounts. The Operations Associate interacts with branch personnel, third party managers, and Corporate Accounting regarding advisory fees as they relate to the billing process. ESSENTIAL DUTIES AND RESPONSIBILI...

MORTGAGE OPERATIONS COORDINATOR- TEMPORARY

Stifel - St. Louis, MO

SUMMARY The Mortgage Operations Coordinator supports the Mortgage Department to assist in the processing and delivery of loans while promoting service, quality, efficiency and compliance. This is a temporary position located in our Creve Coeur office. ESSENTIAL DUTIES AND RESPONSIBILITIES Assists in curing mortgage loan suspense issues...

OPERATIONS ASSOCIATE - STOCK RECORDS

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.

VENTURE BANKING SENIOR RELATIONSHIP MANAGER- VICE PRESIDENT

Stifel - Boston, MA

Stifel Bank is looking for a top caliber VP to join its venture banking team. The SVP will be an integral part of origination, underwriting and portfolio management. Further, the VP will have the opportunity to build on Stifel's brand through becoming an active participant in the venture ecosystem. The position is within the firm's Venture Lending and Banking group, focusing on V...

IT ASSET MANAGEMENT ANALYST

Stifel - St. Louis, MO

ESSENTIAL DUTIES AND RESPONSIBILITIES Formulate processes and procedures for tracking and analyzing technical and financial data of company software, hardware and equipment from requisition through retirement. Preform inventories and usage monitoring of all IT assets. Communicate asset management strategies to team members and stakeholders...

OPERATIONS ASSOCIATE - DIVIDENDS

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.

IRA SPECIALIST

Stifel - St. Louis, MO

SUMMARY The IRA Specialist serves as a resource to Financial Advisors (FAs) and their clients regarding overall IRA, SEP, and SIMPLE retirement account issues. This may include plan type and design, and regulatory updates in an effort to increase IRA sales. The Specialist position requires extensive contact with internal and some external stakeh...

COMPLIANCE ASSOCIATE II-INSTITUTIONAL EQUITY CONTROL ROOM

Stifel - Baltimore, MD

SUMMARY The Compliance Associate II in accordance with regulatory requirements and under the direction of management assists in the day to day department activities, resolves more complex issues, and assists with confidential projects. ESSENTIAL DUTIES AND RESPONSIBILITIES Liaises with outside firms to set-up client account data feed/f...

CLIENT RELATIONSHIP MANAGER

Stifel - New York, NY

Under general supervision The Client Relationship Manager acts as a key liaison between Stifel clients and their Financial Advisor, ensuring that such clients are able to avail themselves of the full range of investment solutions available to them through Stifel. ESSENTIAL DUTIES AND RESPONSIBILITIES Develops in-depth knowledge ...

PORTFOLIO ANALYST

Stifel - Indianapolis, IN

Under general supervision 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. ESSENTIAL DUTIES AND RESPONSIBILITIES

CENTRAL SUPERVISION ANALYST

Stifel - St. Louis, MO

SUMMARY The Central Supervision Analyst assists the Central Supervision Manager/Supervisor in their supervisory review function for assigned Branch Managers and Financial Advisors of the Central Supervision Department. The Analyst assists the Supervisors in all aspects of their job with the intent upon passing required licenses to progress to the next level.

OPERATIONS SUPPORT ANALYST II

Stifel - St. Louis, MO

SUMMARY The Operations Support Analyst II is responsible for oversight of internal and external client data. Collaborates with team to troubleshoot, analyze, test, and provide input to Sr. department management. Works independently following department policies and procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES &...