Jobs at Stephens

Supports the Compliance Officer by reviewing trading activity, auditing employee system access, maintaining confidential watch lists, preparing 10b18 spreadsheets, responding to regulatory inquiries, and administering the My Compliance Office system. The role also represents Compliance to internal personnel and external regulators, requiring strong analytical, organizational, communication, confidentiality, and process-management skills.

Prepares and reviews GAAP financial statements, consolidations, valuations, debt covenant calculations, distribution waterfalls, and management reports for multiple corporate entities. Coordinates audits, researches accounting and tax issues, improves accounting processes, supports special projects, and communicates financial matters to management, shareholders, auditors, and accounting staff. The role also documents procedures, trains staff as needed, and ensures accurate, timely reporting.

Supports employee benefits account teams by responding to client requests, processing policy and billing information, maintaining agency records, preparing communications and reports, and assisting with RFPs, carrier data collection, quote comparisons, and health plan analysis. Requires strong organization, communication, analytical, multitasking, confidentiality, and Microsoft Office skills, plus a Life and Health insurance license.

Oversee mid- and large-group employer benefits accounts, including plan performance analysis, regulatory compliance, renewals, implementations, client communications, vendor coordination, and service delivery. Maintain benefits data and documentation, support employee education, identify benefit solutions, coordinate wellness programs, and develop stewardship reporting. Build strong client relationships while collaborating with clinical, analytics, underwriting, actuarial, carrier, and administrator teams.

Ten-week rotational insurance internship providing exposure to claims, risk management consulting, loss control, insurance program design, placement strategy, InsurTech, finance, and accounting. Interns will review policies, analyze risk, participate in client interactions and strategic planning, develop communication skills, and complete a capstone presentation.

Administers investment portfolios by setting up accounts and securities, reconciling cash and positions, maintaining tax lots and cost basis, analyzing performance and benchmarks, processing corporate actions, supporting GIPS reporting, and resolving account discrepancies. Prepares reports and spreadsheets, reviews performance materials, handles wash-sale and cost-basis adjustments, and maintains confidential records. Requires accurate data entry, accounting knowledge, regulatory interpretation, and proficiency with Excel and Word.

Leads enterprise network architecture, operations, lifecycle management, security, and continuous improvement across data centers, corporate offices, and remote locations. Designs scalable routing, switching, data center, WAN, and SD-WAN solutions; oversees incident escalation, monitoring, upgrades, governance, documentation, and infrastructure planning. Provides technical and personnel leadership for a network team of three direct reports, partners with business and technology stakeholders, and supports critical infrastructure initiatives.

Provides customer service to existing and prospective commercial insurance clients by phone and in person. Processes endorsements, certificates, auto ID cards, audits, reports, policy booklets, renewal summaries, loss runs, and premium summaries. Coordinates with insurance underwriters to gather and exchange information, supports account managers, and completes administrative tasks. Requires insurance licensing in applicable states and proficiency with Microsoft Office, typing, and alphanumeric data entry.

Manages carrier relationships, negotiates and compares insurance contracts, identifies coverage gaps, recommends risk solutions, and supports client proposal development. Monitors insurance market trends, underwriting appetites, and product changes while contributing to market updates. Oversees marketing strategy and guides department relationship-building efforts with insurance carrier partners. Requires analytical, problem-solving, communication, and computer application skills, along with a property and casualty insurance license.

Conduct fundamental equity research to support investment and portfolio decisions. Build financial models, evaluate public companies and market conditions, communicate with sell-side analysts and company management, assist portfolio managers, monitor economic data, and help communicate portfolio performance and positioning to clients and consultants.

Leads M&A transaction execution for specialty finance clients from preparation through closing. Supports senior bankers with client coverage, business development, market analysis, targeting, and marketing materials. Reviews Associates’ and Analysts’ work, manages complex workstreams, and mentors junior team members. Requires strong M&A advisory experience, financial modeling, valuation, communication, prioritization, and leadership skills, along with expertise advising banks or non-bank lenders.

Provides administrative and operational support to research analysts, associates, and the equity trading desk. Responsibilities include managing calendars, calls, correspondence, expenses, travel, presentations, lunches, and confidential files; monitoring stock-related publications; assisting with computer issues; supporting trading allocations, inventory reconciliation, P&L reporting, and marketing materials.

Supports brokerage operations by establishing and maintaining customer accounts, correcting account information, resolving discrepancies, assisting with trade reconciliation, responding to sales inquiries, and maintaining reports and regulatory records. The role requires strong organization, attention to detail, analytical problem-solving, confidentiality, data-entry accuracy, and the ability to manage multiple priorities under time constraints.

Executes M&A transactions in the specialty finance sector, including financial modeling, valuation, pricing, due diligence, industry research, comparable company analysis, and preparation of transaction materials. Builds client relationships, supports live engagements, mentors analysts, and ensures high-quality work while meeting regulatory, confidentiality, and deadline requirements.

Oversee mid- and large-group employee benefits accounts, including plan performance, renewals, compliance reporting, documentation, communications, vendor coordination, and client service. Collaborate with clinical, analytics, underwriting, actuarial, carrier, and administrator teams to mitigate risk and resolve service issues. Maintain benefits data and documents, source point solutions, support wellness programs, attend enrollment events, and ensure regulatory and operational requirements are met.

Support the Frankfurt investment banking team with M&A transaction execution and business development. Responsibilities include preparing transaction and pitch materials, assisting with financial models and company valuations, and conducting market and company research. The role requires strong academic performance, prior practical experience in investment banking, transaction services, or private equity, knowledge of accounting and valuation, fluency in German and English, strong communication skills, motivation, confidentiality, and the ability to work under pressure.