Jobs at Stifel Financial Corp.

The Salesforce Technical Analyst gathers and analyzes requirements, designs and implements scalable Salesforce solutions, manages data integrity, develops workflows and automation, and supports testing and deployment. The role creates user stories, acceptance criteria, and test plans; collaborates with architects, developers, and stakeholders; provides end-user training and support; and recommends process improvements. Responsibilities require knowledge of Salesforce architecture, data and security models, Apex, Visualforce, Aura, Lightning Web Components, SOQL, version control, and CI/CD.

Conduct industry research, build financial models, analyze company projections and transactions, draft offering memorandums and client presentations, and support clients through financings and mergers in Stifel’s Clean Energy & Power investment banking practice. The role requires strong finance and accounting knowledge, analytical ability, communication skills, attention to detail, and effective management of multiple deadlines.

Supports administration and oversight of the firm’s advisory compliance program. Leads and mentors analysts, conducts quality reviews, manages workflows, identifies process and control gaps, updates policies and procedures, supports regulatory change implementation, and coordinates cross-functional initiatives. The role requires strong knowledge of the Investment Advisers Act of 1940, SEC and FINRA requirements, compliance analysis, risk controls, and advisory industry practices.

Supports advisory-services compliance by analyzing regulatory issues, filings, policies, procedures, controls, and workflows. Performs regression testing, data validation, reconciliations, and quality control for compliance reports and system enhancements. Develops oversight procedures and standard operating procedures, identifies process improvements, coordinates issue remediation, and assists branch personnel with advisory-related policies and regulations. Collaborates with internal business and technology stakeholders to implement scalable compliance solutions.

Supports Stifel’s Investment Strategy offering through equity and macroeconomic research, multi-asset portfolio analysis, capital market assumptions, strategic asset allocation, investment publications, and presentations. Collaborates with product and portfolio solutions teams to commercialize investment themes and develop customized solutions. Engages financial advisors and clients through meetings, calls, written materials, and public forums, with occasional domestic travel.

Supports underwriting, monitoring, and resolution of heightened-risk commercial credit relationships. Prepares financial and credit analyses, credit memoranda, cash-flow and recovery models, risk-rating recommendations, portfolio reports, and restructuring materials. Reviews borrower reporting, covenants, collateral, and payment performance to identify risks and information gaps. Coordinates with borrowers and internal teams while supporting amendments, forbearances, settlements, and other workout activities under senior oversight.

Supports the AML/CIU team by reviewing and analyzing reports, evaluating information for potential financial crime risks, managing assignments, and exploring artificial intelligence applications to improve departmental productivity. The intern will shadow experienced team members, collaborate on hands-on assignments, and develop exposure to anti-money laundering compliance processes.

Supports the AML department by developing and analyzing reports, collaborating on departmental projects, and exploring artificial intelligence and technology improvements. The intern helps identify ways to increase productivity and efficiency while managing multiple assignments accurately. The role requires a currently enrolled bachelor’s student in Criminal Justice, Finance, or Criminology with Microsoft Office proficiency, strong attention to detail, and effective collaboration skills.

Treasury Management Interns support bank treasury functions, including system conversions, data migration, and implementation of a new treasury platform. They research legal and regulatory topics, prepare reports, attend professional development training, and contribute to business-supporting projects while developing banking and financial services knowledge.

Supports Stifel Trust and Charitable projects involving data analysis, document migration, record validation, reporting, process documentation, and operational workflows. The intern shadows charitable and trust professionals, assists with reports and presentations, reviews records for accuracy, collaborates with team members, and participates in training and informational sessions while gaining exposure to donor-advised funds, charitable planning, grant compliance, accounting, investments, and client support.

Supports Platform Strategy projects for Stifel’s investment products and services platform. Responsibilities include project documentation, scheduling, status reporting, business process analysis, requirements gathering, design reviews, marketing and training materials, launch support, and test-script development. The intern collaborates with senior team members while gaining experience in project management, business analysis, investment products, operational processes, compliance, and technology infrastructure.

Rotates across Employee Activities, Branch Activities, and Surveillance compliance teams. Responsibilities include analyzing reports, supporting branch examinations, gathering CRD data, assisting with testing, drafting memos, maintaining records, migrating files to SharePoint, and contributing to risk-management and compliance projects.

Supports software development across design, implementation, integration, revision control, release, testing, and maintenance of multiple products and systems. Completes short-cycle development tasks, documents code, troubleshoots issues, and learns development practices from experienced team members. Collaborates with developers while building skills in coding standards, unit testing, continuous integration, and product maintenance.

Supports the Anti-Money Laundering Financial Intelligence Unit through exposure to transaction monitoring, related systems, and financial crime risk identification. Collaborates with team members to evaluate artificial intelligence platforms and explore ways to improve departmental processes. Contributes to team projects while handling sensitive information confidentially and applying academic knowledge.

Supports Stifel’s Compliance Training team through training development and administration, monitoring team inbox requests, assisting with reports and internal system audits, and performing administrative duties. The intern attends professional development meetings, contributes to compliance-related projects, and collaborates with associates and clients while building workplace and training competencies under immediate supervision.

Supports data-driven projects through SQL-based data extraction, reporting, ad-hoc analysis, data-quality checks, documentation, and process improvement. Collaborates with business users, product managers, and development teams to refine requirements and implement data solutions. Requires current enrollment in a relevant degree program with at least one year of college completed. Excel, Word, and SQL proficiency are required; Python and AWS familiarity are preferred.

Supports layout, resizing, personalization, and customization of marketing materials and templates. Assists with logo ideation, applies corporate branding guidelines, and collaborates with senior designers on corporate design projects. The intern will develop graphic design skills in a financial services environment while managing multiple requests, participating in team meetings, and using Adobe Creative Cloud and Microsoft Office tools.

Supports the AML and Fraud team by learning how financial institutions identify suspicious activity, financial crime, fraud risks, and high-risk transactions. The intern shadows experienced team members, handles sensitive information confidentially, contributes to team projects, and gains exposure to AML and broader Compliance functions while applying academic knowledge and analytical reasoning.

Supports information systems and development teams by gathering business requirements, researching solutions, documenting processes, assisting with software design and implementation, performing quality checks, and learning company applications, data models, development technologies, and financial business practices.

Supports Compliance Technology Solutions by assisting with computer systems, SQL and relational databases, BI reporting, data analysis, and technology applications. The intern will gain practical experience with Copilot, ChatGPT, and other compliance-related technology tools while collaborating with team members.