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INVESTMENT BANKING ANALYST - ENERGY (HOUSTON, TX)

Stifel - Houston, TX

SUMMARY Under general supervision, the Investment Banking Analyst is responsible for conducting industry research, building financial models to analyze company projections and or potential transactions, drafting offering memorandums for public or private financings, drafting client presentation materials and working with clients to execute financing or merger transacti...

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - San Francisco, CA

POSITION SUMMARY Under immediate supervision, Client Services Associate (Registered) 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, obtain...

CHIEF COMPLIANCE OFFICER

Stifel - Baltimore, MD

ESSENTIAL DUTIES AND RESPONSIBILITIES Manage and administer all policies and procedures associated with the Firm's regulatory compliance program. Develop, implement, operate and be responsible for the Firm's compliance program that is designed to meet regulatory, corporate and 1919ic requirements. Supervise the Compliance Department in...

IT INVENTORY COORDINATOR

Stifel - St. Louis, MO

ESSENTIAL DUTIES AND RESPONSIBILITIES Replenishes inventory and fills hardware requests. Conducts weekly audit of inventory. Compiles and maintains records of the quantity, type, and value of the supplies. Investigates and completes reconciliation of inventory and reports. Forecasts and estimates t...

CLIENT SERVICE ASSOCIATE - NON-REGISTERED

Stifel - Frontenac, MO

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;...

OPERATIONS ASSOCIATE- SECURITY TRANSFER

Stifel - St. Louis, MO

SUMMARY The Operations Security Transfer Associate is responsible for processing security transfers and providing operational support to branch management and staff. ESSENTIAL DUTIES AND RESPONSIBILITIES Inputs receipt of securities and negotiable paperwork information into the client acco...

PUBLIC FINANCE ANALYST

Stifel - Denver, CO

POSITION SUMMARY Supporting our Denver and Salt Lake City offices, this Analysts will 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 will be expected to work outside normal business. A stron...

IT DATABASE ADMINISTRATOR - SQL SERVER

Stifel - St. Louis, MO

DUTIES & RESPONSIBILITIES Assists the Development team in various phases of development, including design, implementation, integration, revision control, release and the maintenance of multiple products and systems. Follows Stifel's coding and development standards (Microsoft base). Facilitate in the growth of other developers through code re...

PUBLIC FINANCE PROGRAM ANALYST

Stifel - Denver, CO

SUMMARY Public Finance Program Analyst assists registered associates in data entry, document administration and other administrative tasks as well as limited quantitative tasks. The role supports registered associates in administering programs including housing finance agency mortgage programs and/or tender option bond programs. The role supports registered personnel in client facing r...

MARKETING ASSOCIATE - Houston, TX

Stifel - Houston, TX

SUMMARY The Marketing Associate supports senior members of the Firm in the pursuit of marketing, fundraising, and new business and relationship management endeavours. This position is responsible for managing all matters related to office coordination. ESSENTIAL DUTIES & RESPONSIBILITIES Manage & schedule complex calendar requests, inc...

MARKETING ASSOCIATE - Rowayton, CT

Stifel - Norwalk, CT

SUMMARY The Marketing Associate supports senior members of the Firm in the pursuit of marketing, fundraising, and new business and relationship management endeavours. This position is responsible for managing all matters related to office coordination. ESSENTIAL DUTIES & RESPONSIBILITIES Manage & schedule complex calendar requests, inc...

OPERATIONS ASSOCIATE- MUTUAL FUNDS 529 PLAN AND DIRECT BUSINESS

Stifel - St. Louis, MO

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. Will monitor internal account opening system and documents received t...

CLIENT SERVICE ASSOCIATE - NON-REGISTERED

Stifel - Phoenix, AZ

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;...

CLIENT SERVICE ASSOCIATE

Stifel - Pensacola, FL

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;...

CLIENT DIRECTED PROGRAMS ASSOCIATE

Stifel - St. Louis, MO

SUMMARY The Client Directed Advisory Programs Associate works with the Program Management team on all aspects of their respective advisory programs. The Associate collaborates with all members of Program Management, Financial Advisors (FAs), Advisory Operations, Compliance, Traditional Products Research Group, investment managers and other groups both inside and ...