Data Analyst

Posted 9 Days Ago
Memphis, TN, USA
In-Office
Junior
Fintech
The Role
The Data Analyst fulfills ad hoc data extraction and reporting requests, translates business requirements into SQL queries, validates data quality, and analyzes complex datasets. The role partners with business users, product managers, and development teams; maintains data documentation; serves as a subject matter expert for assigned datasets; reviews peer work; and supports data-driven initiatives and process improvements within a wealth management environment.
Summary Generated by Built In
Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.


Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Data Analyst will work as a member of Stifel's Analyst team within the Digital Solutions group. The Data Analyst is responsible for servicing ad-hoc data extraction and reporting requests originating from various areas of the business as well as support discovery or solutions for firm data driven initiatives and developments. This position is expected to work with business users as well as product management and development teams to further define requirements, analyze pertinent underlying data to ensure proper use and then translate those requirements into queries that will provide the objective data sets. The Data Analyst will also act as a subject matter expert for assigned raw data sets as well as maintain documentation surrounding them.

What We're Looking For
  • Develop an understanding of the Stifel business & data models, and use that knowledge to optimize the relationship between the company and the customer.
  • Field inbound requests from business users and product management and refine requirements until a full understanding is reached on the data being requested.
  • Build and leverage T-SQL queries to fulfill ad-hoc data requests or support data analysis needs related to firm initiatives and developments.
  • Perform due diligence on data produced to ensure quality and accuracy.
  • Provide peer review of ad-hoc data requests fulfilled by associate members of the Data Analysts team and provide assistance to fellow members as needed in larger project efforts.
  • Proactively identify and recommend process and practice improvement within the team.
  • Maintain strong communication with stakeholders, following up as needed to ensure all requests are being actively addressed and/or status is being communicated.
  • Triage requests to focus first on more time-sensitive items while maintaining awareness of overall team bandwidth and workload.
  • Gain and utilize a strong understanding of company applications and business practices in the context of how they affect the firm's data.
  • Perform in-depth analysis and act as subject matter expert for assigned raw data sets.
What You'll Bring
  • Solid understanding of financial industry terminology and concepts.
  • Knowledge of financial services, specifically wealth management.
  • Solid understanding of basic concepts of Microsoft T-SQL and database design.
  • Ability to leverage SQL to create queries which model and/or aggregate large complex datasets.
  • Leverage these skills to grow abilities in developing normalized data sets for enterprise wide business intelligence purposes.
  • Strong analytical skills focused on using logic and reasoning to identify complex relationships within a data structure as well as to research and discuss recommended uses.
Education & Experience
  • Minimum Required: Bachelor's degree in Information Technology, Computer Science or Business Administration or equivalent work experience
  • Minimum Required: 1-3 years' of investment, financial or technical experience
Licenses & Credentials
  • Minimum Required: None.
Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
  • Experience with ticketing systems.
  • Experience with office productivity, reporting, and technical documentation software.
  • Exposure to systems monitoring tools and logging tools.
  • Understands client/server computing architecture, user interfaces and application programing interfaces.
  • Understand concepts related to relational databases.
  • Ability to create intermediate SQL queries.
  • Experience with AWS and Python is preferred.
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.

Skills Required

  • Bachelor's degree in Information Technology, Computer Science, or Business Administration, or equivalent work experience
  • 1–3 years of investment, financial, or technical experience
  • Understanding of financial industry terminology and concepts
  • Knowledge of financial services, specifically wealth management
  • Understanding of Microsoft T-SQL and database design
  • Ability to create intermediate SQL queries and aggregate large, complex datasets
  • Strong analytical, logic, and reasoning skills
  • Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook
  • Experience with ticketing systems
  • Understanding of relational databases, client/server architecture, user interfaces, and APIs
  • Experience with office productivity, reporting, and technical documentation software
  • Exposure to systems monitoring and logging tools
  • Experience with AWS and Python

Stifel Financial Corp. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Stifel Financial Corp. and has not been reviewed or approved by Stifel Financial Corp..

  • Strong & Reliable Incentives Compensation is positioned as highly attractive for financial advisors, with emphasis on meaningful earning upside tied to production. Recognition for advisor satisfaction indicates that incentive mechanics can be a differentiator in producer roles.
  • Flexible Benefits The benefits program is broad and multi-option, spanning multiple health plan choices, FSAs/HSAs, and a wide set of voluntary insurance add-ons. This menu-style design supports tailoring coverage to different life stages and needs.
  • Parental & Family Support Family-oriented benefits are extensive, including parental leave, adoption assistance, fertility and family-building support, and back-up childcare and elder care. These offerings signal a comparatively strong support system for caregiving and family planning.

Stifel Financial Corp. Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Saint Louis, MO
7,052 Employees
Year Founded: 1890

What We Do

Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023 and 2024, Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies. *Stifel received the highest score among employee advisors in the J.D. Power 2023-2024 U.S. Financial Advisor Satisfaction Studies, which measures employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more details.

Similar Jobs

CDW Logo CDW

Data Analyst

Information Technology
Remote or Hybrid
US
15100 Employees
130K-160K Annually

OpenX Technologies Logo OpenX Technologies

Data Analyst

AdTech • Enterprise Web • Information Technology • Machine Learning • Marketing Tech • Sales
Easy Apply
Remote or Hybrid
US
420 Employees
94K-110K Annually
In-Office
Nashville, TN, USA
13563 Employees
62K-136K Annually

Forrest Johnson Recruiting Logo Forrest Johnson Recruiting

Data Analyst

Agency • Professional Services • Sales
In-Office
Knoxville, TN, USA

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account