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 DoingUnder general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector and can clearly state and defend the investment thesis for all stocks in the assigned sector. Must be able to handle basic question from Sales and Clients and is beginning to represent the associates in internal research presentations.
What We're Looking For- Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.
- Formulate mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters.
- Analyze information obtained from management in order to conceptualize and define operational problems.
- Perform validation and testing of models to ensure adequacy; reformulate models as necessary.
- Building and updating comp sheets.
- Managing the databases and electronic data services (i.e. Bloomberg, FactSet, etc.)
- Must be able to clearly state and defend the Analyst's investment thesis and outlook for each of the stocks under coverage.
- Respond to basic questions from institutional sales and clients regarding covered companies, and industry questions and data requests.
- Develop written product with modest direction from the senior level Research Analyst.
- Able to evaluate basic valuation methodologies to stocks under coverage and the broader sector.
- Meets the special projects demands of the senior level Research Analysts.
- Uses all resources to determine and locate relevant data.
- Continues to build industry knowledge.
- Continues to develop external sources (management teams, suppliers, and customers). Must be able to integrate these sources in the research product. Will be assigned a small client contact list and will be responsible for meeting the needs of those clients.
- Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 20%.
- Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions.
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Time Management - Managing one's own time and priorities to ensure the meeting of deadlines
- Oral and Written Expression - The ability to communicate information and ideas in spoken or written form so that others will understand.
- Economics, Accounting, Finance, and Securities Analysis - Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
- Minimum Required: Bachelor's degree
- Minimum Required: 2 to 4 years of relevant industry experience and/or proven experience at the Associate I level
- Minimum Required: None
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
The Stifel Equity Research Group is a recognized leader with a deep and broad spectrum of coverage. Our award-winning analysts are thought leaders, many with hands-on experience in their respective industries, offering objective, in-depth analysis and timely, actionable research ideas.
Stifel is a top 10 provider of U.S. equity coverage in:
- Aerospace & Defense
- Consumer & Retail
- Diversified Industrials
- Internet & Media
- Healthcare
- Real Estate
- Technology
- Transportation
- Business Services
- Energy & Power
- Materials
Skills Required
- Bachelor's degree
- 2 to 4 years of relevant industry experience and/or proven experience at the Associate I level
- Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook
- Knowledge of economics, accounting, finance, securities analysis, financial markets, and financial data reporting
- Ability to build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis
- Ability to communicate and defend investment theses and respond to client and institutional sales questions
- Strong inductive reasoning, critical thinking, judgment, decision-making, time management, and oral and written communication skills
- Ability to travel by car and/or air up to 20%
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..
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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.
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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.
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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
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.
