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CLIENT SERVICE ASSOCIATE - Non-registered

Stifel - Atlantic, IA

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

INVESTMENT BANKING ANALYST - Keefe, Bruyette & Woods (San Francisco, CA)

Stifel - San Francisco, CA

Company Description: Keefe, Bruyette & Woods, A Stifel Company is a full-service investment bank and broker dealer specializing in the financial services sector. Since being acquired by Stifel, KBW has thrived. It is a leading independent authority in the depositories, insurance companies, broker-dealers, mortgage banks, asset management companies, REITs, sec...

RESEARCH ASSOCIATE II -INTERNET

Stifel - New York, NY

POSITION SUMMARY Under general supervision, the Research Associate II is 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 II. At this level, assumes significantly more writing and modeling respo...

OPERATIONS SPECIALIST - ASSET MANAGEMENT

Stifel - St. Louis, MO

SUMMARY Under direct supervision, the Operations Specialist performs a variety of entry level duties from onboarding through termination of managed and model accounts in multiple trading and reporting systems used for Asset Management platforms including Vestmark, APL, Advent APX, Investor Tools Perform and Envesnet. The hours will be 9:00 to 5:...

INVESTMENT BANKING ASSOCIATE - DIVERSIFIED SERVICES (BALTIMORE, MD)

Stifel - Baltimore, MD

SUMMARY 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 financial 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 entrepreneurial pl...

RESEARCH ASSOCIATE I

Stifel - New York, NY

SUMMARY Under immediate supervision, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Should be adept at or able to quickly learn and apply the core research foundation skills including accounting, finance, valuation, modeling, and profic...

COMMERCIAL POST/CLOSE COORDINATOR I

Stifel - St. Louis, MO

SUMMARY At Stifel Bank, you will have the opportunity to create a lasting connection with others by providing outstanding, personalized service. In this role, the Post/Close Coordinator I will ensures loan files are complete and works with loan team members to create proper dialogue and accurate loan documentation. The ideal candidate will have a high attention to deta...

CLIENT SERVICE ASSOCIATE

Stifel - Wilkes Barre, PA

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

SUPERVISORY ANALYST

Stifel - United States of America

SUMMARY Provide a high quality and timely review of all equity research products across a global platform, ensuring that all research is compliant with FINRA, FCA and jurisdictional rules and regulations as well as, Stifel company policy. MAJOR DUTIES: Reviews all research intended for the public including but not limited to Firs...

SECONDARY MARKET COORDINATOR

Stifel - St. Louis, MO

SUMMARY The Secondary Market Coordinator supports the Secondary Market Manager to ensure proper booking of portfolio loans and provide critical decision and financial data to the bank leadership team while promoting service, quality, efficiency and compliance. ESSENTIAL DUTIES AND RESPONSIBILITIES Manage locked pipeline. ...

SBA LOAN SPECIALIST

Stifel - St. Louis, MO

ESSENTIAL DUTIES AND RESPONSIBILITIES Complete and file required documentation for 7(a) Loan Pool Assemblers and all other SBA Secondary Market Program Licensing. Verify, upload, and confirm daily SBA trade activities to ensure all trade information is complete and accurate. Process and coordinate settlements for 7(a) Loans, Pools, and...

OPERATIONS ASSOCIATE- CLIENT SERVICES HELP DESK

Stifel - St. Louis, MO

SUMMARY The Client Services Help Desk department is looking for an enthusiastic, service-oriented associate to join our unique and exciting team. The Client Services Help Desk Specialist provides support for Stifel associates and Stifel clients. This includes technology support, training on core applications, and working collaboratively with tea...

CLIENT SERVICE ASSOCIATE - Non-registered

Stifel - Stockton, CA

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

COMMERCIAL LOAN SPECIALIST III

Stifel - St. Louis, MO

SUMMARY The Commercial Loan Specialist II independently processes the funding, booking, and servicing of commercial and private banking loans. This position leads due diligence efforts and billing matters and serves as an escalation point and mentor for junior level team members. The ideal candidate will be organized and a detailed self- starter with a thorough underst...

PUBLIC FINANCE ANALYST

Stifel - Cleveland, OH

SUMMARY Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A s...