Operations Business Analyst-Technical Support

Posted Yesterday
Saint Louis, MO, USA
In-Office
Senior level
Fintech
The Role
Partners with Operations stakeholders to identify process improvements, translate business needs into technology solutions, and support implementation and enhancement. Responsibilities include requirements analysis, solution design, testing, issue resolution, documentation, stakeholder communication, and process automation using tools such as Power BI, Power Automate, Power Apps, SQL, and VBA.
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

Join a technology team that is transforming Operations through process improvement, automation, and technology solutions. As a Business Analyst, you will partner with Operations teams to understand business needs, solve problems, and help bring practical solutions to life. You will build expertise across Operations and technology while supporting solutions from idea through implementation and ongoing enhancement. Success in this role requires curiosity, strong problem-solving skills, and a desire to continuously find better ways of working.

What We're Looking For
  • Develop a strong understanding of assigned Operations functions and build subject matter expertise in the supporting data, applications, processes, and procedures
  • Partner with Operations stakeholders to understand business needs, identify opportunities for improvement, and translate requirements into practical solutions
  • Aid in the design, development, implementation, and enhancement of solutions that optimize processes and improve operational efficiency
  • Provide ongoing support for developed solutions, including issue analysis, enhancements, and documentation
  • Develop and execute comprehensive test plans by identifying and documenting practical use cases, expected outcomes, and required resources to ensure solutions effectively meet business requirements
  • Maintain strong communication with stakeholders and peers following up as needed to provide transparency
  • Initiate, develop, and maintain effective working relationships with team members as well as internal and external technology partners
  • Work within established team standards and best practices to promote consistency and quality across work
What You'll Bring
  • Strong problem-solving and research skills with the ability to analyze issues from beginning to end and develop well-supported recommendations
  • Strong analytical skills with high attention to detail to minimize risk to the firm
  • Strong verbal, written and interpersonal communication skills with the ability to clearly communicate complex subject matter in an understandable manner
  • Exhibits the capacity to think strategically about efficient and effective way to solve complex issues
  • Ability to determine the appropriate course of action based on knowledge attained from various stakeholders
  • Basic understanding of financial industry terminology and concepts
Education & Experience
  • Minimum Required: Bachelor's degree or 5+ years of experience or equivalent combination of experience and education
Systems & Technology
  • Proficient in Microsoft Office Suite, primarily Excel, PowerPoint, and Outlook
  • Experience with Microsoft Power Platform technologies, including Power BI, Power Automate, Power Apps, and Dataverse, is preferred but not required
  • Experience using SQL, VBA, or similar technologies for data analysis and process automation is preferred #LI-AS1
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, or 5+ years of experience, or an equivalent combination of education and experience
  • Strong problem-solving and research skills
  • Strong analytical skills and attention to detail
  • Strong verbal, written, and interpersonal communication skills
  • Ability to think strategically when solving complex issues
  • Basic understanding of financial industry terminology and concepts
  • Proficiency in Microsoft Office Suite, primarily Excel, PowerPoint, and Outlook
  • Experience with Microsoft Power Platform, including Power BI, Power Automate, Power Apps, and Dataverse
  • Experience using SQL, VBA, or similar technologies for data analysis and process automation

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

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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.

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