What You'll Bring
General knowledge and understanding of the wealth management business, including as it relates to investment products (securities, stocks, bonds, funds, separately managed accounts, options, annuities, etc.), strategies (active v. passive), account types (advisory v. brokerage), and the general regulatory environment.• General knowledge of investment performance reporting and measurement including various methodologies, calculations, and related statistics.• Excellent verbal and written communication skills with an ability to discuss industry knowledge effectively during inter-departmental and external interactions. • Effective organizational skills with strong attention to detail and an ability to manage time effectively to meet tight deadlines while managing a high volume of requests. • An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges.• Ability to perform daily tasks that are routine and/or repetitive including data entry, data aggregation, calculation validation, and report generation.• Initiative and self-direction when performing tasks with an ability to identify inefficiencies and recommend solutions.
Education & Experience
Minimum Required: Bachelor's degree in Business or related field• Minimum Required: 1-3 years related investment services industry experience
Systems & Technology
Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
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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.
