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Under general supervision, the Research Associate II will be responsible for providing information, data gathering, analysis, modeling, and organization support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate I. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developin
Posted 12 days ago
The Senior Manager, Tax Accounting is responsible for the quarterly and annual tax provision as well as the financial statement reporting for income taxes. This includes the consolidated tax provision and the separate subsidiary tax provisions, both foreign and domestic. In addition to the income tax provision, the individual will assist the Tax Director on tax planning,
Posted 10 days ago
Stifel Financial
- New York, NY / St. Louis, MO / Chicago, IL
Set up, organize, and maintain paper and electronic filing systems for expenses, correspondence, and other material, including off site storage, as needed in a logical and easily retrievable manner. Make all travel arrangements for assigned business groups/sectors via the online system per Firm and department policy. Process all expense reports via the Corporate Accountin
Posted 12 days ago
The Data Engineer is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Data Engineer works with large volumes of data, ensuring its quality, reliability, and accessibility. Tasks may include data ingestion, transformation, storage, data sharing and consumption, and implementing data security and privacy measu
Posted 16 days ago
The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Sup
Posted 16 days ago
Under immediate supervision, the Registered Client Services Associate assists one or more Financial Advisors with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for Financial Advisor comm
Posted 17 days ago
A highly successful, leading edge, and fun private wealth advisory practice is seeking a Client Service Associate to join our team in Grand Rapids, MI. If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfaction from your career, this is the opportunity for you! We are a 131 year old company that still thinks like a startup. We're l
Posted 18 days ago
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications a
Posted 19 days ago
Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisem
Posted 20 days ago
Provide analytical and sales support for interest rate derivative, including preparing client presentations, custom modeling and pricing include swaptions, caps, collars floors, embedded optionality, and percent or LIBOR. Lead loan documentation review and work with bank and client counsels to ensure proper language, structure and cross collateralization. Provide bankers
Posted 20 days ago
Compliance is currently offering a paid, summer 2024 internship to a college student entering her/his junior or senior year of college. The Intern will provide specific project support to Compliance by assisting with the digitization of core processes, becoming familiar with certain new regulatory requirements, and participating in implementing new protocols to comply. Th
Posted 23 days ago
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and adver
Posted 23 days ago
The Advisor Directed Programs Senior Specialist works on all aspects of the team's respective advisory programs. The Senior Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Advisory Operations, and other groups both inside and outside of Stifel. The primary goal of the program management team is to provide highly competent support to
Posted 10 days ago
The Facilities Space Planner will assist the Facilities Assistant Manager to ensure the smooth operation, general maintenance, or prompt repair of Stifel facility systems. Will be involved in project design of layout for new and/or office moves. Manage construction projects. Oversee the products, services, and schedules of vendors. Work may involve Reviewing contracts to
Posted 13 days ago
The Scrum Master supports agile team(s) in delivery of complex solutions that deliver business value. This position will partner with the product owner to support product backlog definition / refinement / prioritization to feed sprints. Proactively eliminate barriers, coach team members on best practices and run scrum ceremonies. Essential Duties & Responsibilities Teache
Posted 16 days ago
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