Altfest PWM jobs in New York, NY - 25 jobs

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 At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as project manager taking guidance from senior bankers and managing and mentoring Analysts. Associates work on small, client-focused teams within Stifel's leading equities and capital markets franchise. We offer Associates a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor. What We're Looking For * Manage all aspects of transaction execution and develop client and public investor relationships. * Work on multiple projects and transactions at any given time in a fast-paced environment. * Work closely with senior-level bankers across the firm and play a critical role in originating and executing equity transactions. * Lead the deal process from development of origination materials to execution. * Develop bespoke financing and execution materials for senior-level client executives. * Help clients achieve their financial and strategic objectives. * Build a strong network of contacts in the banking, public investor, and emerging growth corporate communities. * Review all Analyst work for consistency, appropriate formatting, accuracy, and take ownership of all client deliverables. * Performs other related duties as assigned. * What You'll Bring * Ability to work with a high level of autonomy and supervise the work of junior team members. * Client Skills: Able to win the confidence of clients; sensitive to clients' needs in both anticipating and delivering upon time-sensitive requests; able to build strong, long-term business relationships. * Time Management: Able to organize and prioritize multiple tasks and responsibilities; able to follow through and meet deadlines; able to manage expectations appropriately; able to use firm's resources efficiently. * Strong understanding of the global capital markets and equity-related products * High aptitude in mathematical analysis, written, and verbal communication skills * Strong proficiency with Microsoft Office products, including but not limited to PowerPoint and Excel * Critical understanding of corporate finance concepts, valuation methodologies and accounting policies * Detail-oriented with an exceptional work ethic and high level of professionalism Education & Experience * Minimum Required: Bachelor's degree in Finance or related field * Minimum Required: 2-4 years of investment banking, capital markets, or equity research experience Licenses & Credentials * Actively held and in good standing with SIE Exam, Series 7, Series 63 licenses (or must be obtained within 3 months of employment) Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook * High level of proficiency with Bloomburg, Capital IQ, FactSet, and other third-party systems Compensation Range Salary: USD $175,000.00/Yr. - USD $225,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients. Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. The combination of a full-service product offering and more than 600 bankers' deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients. Stifel's success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to engage with and hire talented candidates from all backgrounds - specifically, those who have the desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work.

What You'll Be Doing The Investment Advisor Sr. Administrative Assistant provides a high level of administrative support by preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings What We're Looking For * Prepares invoices, reports, memos, letters, client mailings for Program Management, financial statements and other documents, using word processing, spreadsheet, database, or presentation software.• Reads and analyzes incoming memos, submissions, and reports to determine their significance and plan their distribution. Prepares responses to correspondence containing inquiries.• Compiles, assembles, binds, and distributes certain marketing or communication articles.• Makes travel arrangements for executives and organize and coordinate client entertainment functions/events.• Prepares and processes expense reports for executives.• Establishes and maintains interpersonal relationships; develops constructive and cooperative working relationships with others and maintaining them over time.• Greets visitors and callers, handles their inquiries, provides information to callers and/or visitors/guests, takes messages, and transfers/directs them to the appropriate persons according to their needs; respond to inquiries; research questions; resolves problems. • Creates and maintains complex spreadsheets. • Sets up, organizes, and maintains paper and electronic filing systems for records, correspondence, and other material including off-site storage, as needed in a logical and easily retrievable manner.• Maintains calendar; schedules appointments and meetings, and conference calls as needed; prepares agendas and make arrangements for committee, board, and other meetings. * Project administration in areas ranging from maintenance to construction and design• Skilled at Cross-departmental communication, observing confidentiality and compliance guidelines, as outlined by the SEC and FINRA.• Provide excellent customer service to all Stifel employees• Heavy invoice preparation and vendor administration. What You'll Bring * Advanced knowledge of administrative and clerical procedures and systems such managing files and records, and other standard office procedures and terminology.• Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes.• Excellent conceptualization, presentation and communication skills to effectively execute change.• Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.• Dedicated to accomplishing goals; willing to take on additional responsibilities to produce outstanding work; strives for excellence; maintains a positive attitude through stressful situations.• A team player with the ability and desire to interact in a team environment and collaborate with others, but is also able to work independently and have the ability to adapt to change, adjust to multiple and shifting priorities and coordinate and balance multiple tasks Education & Experience * Minimum Required: Associates degree or equivalent education and experience that enables performance in all aspects of the position• Minimum Required: 5+ years of administrative experience Systems & Technology * Proficient in Microsoft Word, Excel, PowerPoint, Outlook Compensation Range Salary: USD $33.65/Hr. - USD $38.94/Hr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. 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.

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 Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For * Develop in-depth knowledge of client portfolios; regularly engage with clients. * Conduct quarterly/annual client performance reviews in conjunction with the Investment Representative. * Coordinate enrollment campaigns/meetings for high-net-worth individuals/individual investors. * Analyze and evaluate client needs and provide recommendations concerning the identified issues and potential strategies for further enhancing client relationships. * Research, investigate, and analyze client queries and other significant matters, develop strategic responses as needed, and at own judgment. * Partner with the Relationship Manager to assess and evaluate client needs and to create further client development opportunities; prepare recommendations for client development opportunities. * Other such duties may be necessary to maximize client relationships. What You'll Bring * Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality service standards, and evaluation of customer satisfaction. * Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. * Understanding new information's implications for current and future problem-solving and decision-making. * Managing one's own time and priorities to ensure the meeting of deadlines. * The ability to communicate information and ideas in spoken or written form so that others will understand. Education & Experience * Minimum Required: High School Diploma or Equivalent required. * Minimum Required: 10 years of financial services experience. Licenses & Credentials * Minimum Required: FINRA Series 7 & 63. * FINRA Series 65 (66) may be required depending on the business coverage. Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, and Outlook. Compensation Range Salary: USD $71,300.00/Yr. - USD $106,800.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. 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.

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 M&A Investment Banking Associate for the Investment Banking Financial Services Group develops financial models and related valuation analysis for both public and private offerings. What We're Looking For * Play a critical role as the project manager on teams to manage the deal process from origination to close * Develop integrated financial models and related valuation analyses * Participate in M&A, corporate finance (debt, public, and private equity) and restructuring assignments * Prepare valuations, write memorandums for M&A and private placement processes, conduct M&A analyses, and participate in due diligence and drafting sessions for public and private offerings * Mentor junior staff and target areas for their development * Work on multiple projects and transactions at any given time What You'll Bring * Strong ability to work in an entrepreneurial culture * Ability to manage, from start to finish, financing and M&A transactions * Excellent analytical, modeling, and client management skills * Exercises good judgment in assessing risks and rewards of new business opportunities Education & Experience * Minimum Required: Bachelor's degree in Finance or related field * Minimum Required: 3-5 years post-undergraduate work experience in investment banking or a related field Licenses & Credentials * Minimum Required: None Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $175,000.00/Yr. - USD $225,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. 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.

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 Under 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%. What You'll Bring * 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. Education & Experience * Minimum Required: Bachelor's degree * Minimum Required: 2 to 4 years of relevant industry experience and/or proven experience at the Associate I level Licenses & Credentials * Minimum Required: None Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $110,000.00/Yr. - USD $150,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel 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

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 We are seeking a dynamic and experienced Vice President to join our Investment Banking team with a focus on the Diversified Industrial sector. This role is ideal for a strategic thinker with a strong background in complex financial transactions and a is keen to work hard, in a fast-paced environment across multiple projects at one time. Experience in running sell-side M&A transaction is a must. What We're Looking For * Lead execution of M&A, recapitalizations, and capital raises (debt and equity) transactions. * Serve as a trusted advisor to clients, managing relationships and delivering financial solutions. * Oversee the development of detailed financial models, valuation analyses, and presentations. * Mentor and develop junior team members, fostering a collaborative and high-performance culture. * Contribute to business development efforts by identifying and pursuing new client opportunities. * Build sector expertise and represent the firm at industry events and client meetings. What You'll Bring * Client Skills: Able to win the confidence of clients; sensitive to clients' needs in both anticipating and delivering upon requests; able to build strong, long-term business relationships. * Time Management: Able to organize and prioritize multiple tasks and responsibilities; able to follow through and meet deadlines; able to manage expectations appropriately; able to use firm's resources efficiently. * Teamwork: Works well within assigned project teams; accessible to and respectful of all team members, regardless of relative seniority; willing to train and mentor others; strives to be a value added resource to other groups throughout the firm. * Work Ethic and Attitude: Dedicated to accomplishing goals; willing to take on additional responsibilities to produce outstanding work; strives for excellence; maintains a positive attitude through stressful situations. * Personal Characteristics: Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes; knows when to ask for help. * Effective communication skills and able to relay information well in both written and verbal form. * Solid analytical skills - uses logic and reasoning to identify complex problems; review related information and develop options and implement solutions. * Good interpersonal interaction and able to work well with others. Education & Experience * Minimum Required: Bachelors' degree * Minimum Required: 3 to 6 years investment banking experience as a financial analyst and associate, or similar experience in a legal firm Licenses & Credentials * Minimum Required: NASD licenses Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: - USD $250,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. 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.

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 Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(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 advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). What We're Looking For * Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. * Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established. * Provide quotes and other account-related information to assist clients. * Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office. * Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.). * Provide reports and other information to FA(s), as requested. * Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor. * Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence. * Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior. * Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager. What You'll Bring * Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology. * Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products. * Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently. * Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving. * Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. * Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette. Education & Experience * Minimum Required: High School Diploma or equivalent * Minimum Required: 2 years investment industry experience Licenses & Credentials * Minimum Required: Series 7 and 63 or 66 Systems & Technology #LI-LL1 Compensation Range Salary: USD $48,100.00/Yr. - USD $72,100.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. 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.

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 Operations Capital Markets Specialist II ensures correct trade processing for all large Institutional clients. This position will research and resolve incoming inquiries from Institutional clients, Capital Market Traders, and Sales associates. What We're Looking For * Accurately coding account numbers and commission charges on trades assists with processing trade allocations via the Fidessa Trading System with DTCC and CTM Interfaces. * Provides support to Traders and Sales associates. * Provides support to Institutional clients. * Researches and resolves basic Trade breaks. * Balances inventory positions for Trading areas. * Opens Institutional client accounts. * Proficiently provides support related to order entry or billing questions, understands procedures, and is able to research trading inquiries while acting as the company gatekeeper for Stifel information. * Assist with Cancel & Rebills and other trade-related corrections. * Performs other related duties as assigned. What You'll Bring * Effective communication skills and ability to relay information well in both written and verbal form. * Able to manage priorities, deadlines, and tasks to meet and accomplish goals. * Solid and reliable mathematical skills with the ability to analyze and use logic and reasoning to identify complex problems. * The ability to review related information, develop options, and implement solutions. * Good interpersonal interaction and ability to work well with others. * Strong administrative and clerical procedures, systems, and other standard office procedures and terminology. Education & Experience * Minimum Required: Bachelor's Degree in a related field or a combination of education and work experience. * Minimum Required: 4+ years of investment brokerage industry experience. Licenses & Credentials * Minimum Preferred: FINRA Series 7 and 63 or 66 licenses. Systems & Technology * Proficient in Microsoft Outlook and Microsoft Office Suite. * Understanding of Fidessa Trading System, Omgeo products (Alert, CTM), and Thomson/Beta systems. #LI-AS1 Compensation Range Salary: USD $57,000.00/Yr. - USD $92,900.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Keefe, Bruyette & Woods (KBW), a Stifel Company, is a full-service investment bank and broker dealer specializing in the financial services sector. KBW has established itself as a leading independent authority in the depositories, insurance companies, broker-dealers, mortgage banks, asset management companies, securities exchange, and specialty finance sectors. The professionals at KBW have deep domain expertise and understand the rapidly changing financial services industry. Based on a history of exceptional transaction execution and significant senior level attention, KBW is a trusted advisor by its clients. KBW offers a competitive salary and benefits (medical, vision, dental, paid time off, 401k) and is an affirmative action and equal opportunity employer.

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 IT Sr. Project Manager is responsible for driving maturity and continuous improvement. The PM is required to communicate with both internal departments and third party vendors as needed. Additionally, the PM is responsible for prioritizing projects collaboratively with corporate leadership. What We're Looking For Work closely with business units, technology teams, and entitlements teams to ensure business requirements are met while following best practices. Evaluate the firm's current posture and spearhead enhancements to policies, processes, and tools. Document the strategy and capture key milestones as improvements are implemented. Champion the program, ensuring that business partners understand the importance of sound practices to support their business initiatives. Responsible for monitoring and tracking the progress of all related projects. Function as the liaison between other departments and third party vendors with respect to projects and processes. Research changes and developments within the industry. Provide high level decisions with respect to projects and other work related items. What You'll Bring Expertise in information security and identity management best practices. Strong written and verbal communication skills. Ability to make presentations to audiences including senior management. Excellent organizational and project management skills. Ability to analyze existing capabilities and emerging trends and recommend improvements. Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Build and maintain collaborative relationships with both internal and external clients. Education & Experience Minimum Required: Bachelor's Degree in Business or technical field Minimum Required: 10+ years' related experience in Information Technology Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint and Outlook #LI-LL1 Compensation Range Salary: USD $110,600.00/Yr. - USD $165,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. 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.

Why Stifel Stifel Fixed Income Capital Markets provides a global platform to meet the wide-ranging investment and debt capital building needs of depository institutions, financial companies, hedge funds, income funds, insurance companies, money managers, state and local governments, and other institutions in North America, Europe and Asia. Our customer-driven philosophy shapes a suite of products and services geared to help these institutions generate revenue, preserve wealth, and ultimately grow their businesses. In a time of shifting boundaries, Stifel Fixed Income Capital Markets continues to expand its brand of institutional financial services around the world. What You'll Be Doing The Fixed Income Capital Markets Bridge Program is a selective two-day career exploration and professional development seminar where motivated undergraduate sophomore students will gain a deeper understanding of career paths at Stifel, as well as key concepts used in the Fixed Income Capital Markets domain. Selected attendees will participate in both lecture-style and interactive programming, along with networking activities with professionals from Stifel across the Fixed Income sales, trading and research platforms. These activities will provide attendees with an inside look into how our business operates and the key concepts that drive the markets. What We're Looking For By the end of the program, participants will have a deeper understanding of the critical role Fixed Income Capital Markets play in financial markets and how Stifel's platform stands out in the industry. The program will run in our New York office from March 24 - March 25. Selected high-performing participants will be given priority consideration for our 2027 Fixed Income Capital Markets Summer Internship Program. What You'll Bring * Interested candidates should submit one PDF with a resume and a statement of interest to the Stifel Career site posting * Statements of interest should be no longer than 300 words and should cover why the candidate is interested in Fixed Income Capital Markets and what they hope to gain from the program. * This is an in-person program. Candidates must be able to travel to the New York office for the event dates. Travel will be covered by Stifel. The application deadline is Friday, February 6, 2026 Education & Experience * Pursuing an undergraduate degree with an anticipated graduation date between December 2027 - May 2028 * Resume must include expected graduation month/year and GPA, Minimum GPA of 3.5 or above * Resume must be submitted in PDF format. Word documents will not be accepted * Demonstrate interest in finance * Interested in pursuing a career in Fixed Income Capital Markets * Demonstrated track record of achievement in academic and extracurricular activities * Strong written communication skills, especially in synthesizing complex information * Demonstrated curiosity and intellectual engagement with markets and industry trends * Comfort working with large datasets and financial tools * Ability to work independently and manage multiple priorities in a fast-paced environment * Driven, proactive, and team-oriented * Exceptional problem solving, analytic, and Microsoft Office skills * Authorization to work in the U.S Systems & Technology * Proficiency in Excel and PowerPoint. Compensation Range Salary: USD $0.00/Hr. - USD $0.00/Hr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. 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.

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 Business Development Associate is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new Private Equity business. The Business Development Specialist will support one of more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This position will support Stifel's growth strategy by pursing, establishing and maintaining relationships with potential clients. What We're Looking For * Research all aspects of underlying products in an effort to develop and execute targeted marketing strategies * Develop a pipeline of prospective clients through industry related events, networking opportunities and social media presence * Collaborate with Financial Advisors to implement process to generate new business * Source, develop and maintain contact list of prospective clients using Salesforce technology * Implement processes to select client leads and make the sales process more efficient * Assist in the preparation and delivery of business presentations and proposals * Promote local brand recognition through Firm approved marketing campaigns What You'll Bring * Strong ability to focus on providing exemplary client service * Strong background developing and analyzing competitive strategies * Ability to use logic and reasoning to identify complex problems; review related information and develop options and implement solutions. * Ability to demonstrate proactive approach to problem resolution, strong troubleshooting, and problem solving skills * Ability to prioritize workload and consistently meet deadlines Education & Experience * Minimum Required: Bachelor's Degree in Financial Services * Minimum Required: 2+ years' of financial service or product related experience Licenses & Credentials * Minimum Required: FINRA Securities Industry Essentials, Series 7 and Series 66 Licenses or ability to be fully licensed within 6 months. Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $71,300.00/Yr. - USD $106,800.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. 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.

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 Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. What We're Looking For * Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports, data entry, and scheduling appointments. * Collection of information needed for performance reports and coordinating the appropriate paperwork and materials for client meetings. * Perform general clerical duties related to daily branch operation. * Participate in special projects for Financial Advisors and for the branch. What You'll Bring * Ability to organize large amounts of information and prioritize workload to meet deadlines. * Effectively collaborate and work as a team with a diverse group of individuals. Education & Experience * Minimum Required: 1-2 years industry related college coursework Licenses & Credentials * Minimum Required: None Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $18.00/Hr. - Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. 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.

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 Senior Developer will participate in all phases of the development process including complex design, integration and maintenance while observing proper behaviors, patterns, and standards. The Senior Developer will demonstrate leadership in mentoring and assisting all on the team, and will actively participate in all disciplines required in a full-stack environment. The Senior Developer will participate in defining Stifel's best practices and ensure they are used in all development projects and procedures. What We're Looking For • Facilitate the growth of other developers through code review and one-on-one interaction. • Document clearly and effectively within code as well as outside of code. • Coordinate with other team members when tackling developmental efforts. • Demonstrate a proactive, architecture-driven approach to problem resolution, with strong troubleshooting and problem-solving skills, especially in crisis situations. • Transform mockups and wireframes into usable front-end functionality through developing, testing, and revising web application code. • Create components based on user interface/user experience norms, including optimal accessibility, navigation, and cross-browser performance. What You'll Bring • Understanding of ETL (Extract, Transform, Load) processes to ensure efficient data movement and transformation • Familiarity with AWS/Cloud Technologies a strong plus. • Understanding of event-driven microservices architecture residing within the AWS cloud, including experience deploying applications within this type of environment. • Expertise with AWS services and implementation practices. • Experience using Infrastructure as Code tools such as Terraform for provisioning of public and private clouds. • Familiarity with CI/CD tooling for broad scope orchestration, including platforms such as GitLab, GitHub, and Azure DevOps. • Experience in serverless and container-based technologies within AWS such as Lambda, Fargate, and ECS. • Experience working in a financial services or broker/dealer environment preferred but not required. • Continue to stay on top of the latest technologies and see how they can be applied to Stifel's needs throughout the organization. • Oral and Written Expression - Proven ability to communicate information and ideas in spoken or written form so that others will understand. • Judgment and Decision Making - Ability to deal with ambiguity and rapid change. • Time Management - Highly self-motivated and delivery focused. • Displays awareness of the impact of actions on the business and demonstrates understanding of the context of the company and acts in line with it. PREFERRED EXPERIENCE IN AI/ML Infrastructure and Development: • Hands-on experience or strong awareness of developing, deploying, and maintaining AI/ML models in production environments, ensuring reliability and performance. • Proficiency with AWS AI/ML services, including Amazon SageMaker (for building, training, and deploying models), AWS Glue (for data preparation and ETL workflows), Amazon Comprehend (for NLP and text analytics), Amazon Lex (for conversational interfaces), and Amazon Polly (for text-to-speech). Experience integrating these services into end-to-end AI/ML pipelines, managing model versioning and deployment, and optimizing performance and cost within AWS. • Experience designing, building, and maintaining scalable data pipelines for AI/ML. • Familiarity with distributed data processing frameworks for handling large-scale or real-time data. • Experience with containerization and orchestration for scalable • Knowledge of MLOps practices, including model orchestration, deployment, monitoring, and lifecycle management using platforms such as MLflow, Kubeflow, or Vertex AI. Education & Experience • Bachelor's degree in Computer Science or related field; or equivalent experience required. • 6+ years of progressive experience in software development. • Past education or interest in mathematics or financial modeling preferred but not required. Systems & Technology • High-level proficiency with fundamental front-end languages such as HTML, CSS, and JavaScript. • High-level proficiency with JavaScript frameworks such as Angular. • Previous experience with server-side languages such as C#. • Previous experience with database technology such as SQL Server, MySQL, or Oracle. • Previous experience with Git (or other version control systems). • Experience implementing testing platforms and unit tests. #LI-LL1 Compensation Range Salary: USD $121,100.00/Yr. - USD $175,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. 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.

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 Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes but with a specific lean towards venture capital and growth equity funds. The Fund Banking group consists of 10+ people and manages a portfolio of $8B+ in credit commitments spanning across 200+ investment firm client relationships. The Fund Banking group works closely with other investor-facing business units within Stifel, particularly Stifel Venture Banking with works directly with portfolio companies of venture capital funds. This Director/Managing Director position will be the lead business development position for New York City and surrounding northeast geographies. In this role, you will be focused on building new Fund Banking / Fund Finance business with venture capital and private equity firms and being the senior relationship manager to those firms. What We're Looking For Originate, develop, and maintain Fund Banking / Fund Finance business independently, primarily out of New York City. Develop and maintain a network of venture capital and private equity firms. A high level of business development activity and relationship building will be expected. Strong presence in New York City is required. Negotiate and structure Fund Banking / Fund Finance credit facilities from the ground up. Most facilities will be bilateral capital call (subscription) credit facilities with credit situational facilities to management companies and general partners. Partner and cross-sell with peer departments at Stifel (Venture Banking, Investment Banking, Commercial Lending, Fixed Income, and Private Client) to identify and generate opportunities. Assist in the management and coaching of new Fund Banking team members. Partner with Stifel portfolio managers, analysts and risk management to proactively manage and maintain desired credit quality. Strong underwriting and deal structuring skills are critical. Maintain in-depth knowledge of the venture capital and fund finance ecosystems along with Stifel's broad offering of products What You'll Bring Direct experience in a business development role engaging with venture capital and private equity funds, with a preference towards a venture capital funds specifically Knowledge of structuring and managing Fund Finance credit facilities Knowledge of treasury management and depository needs of venture capital/private equity firms and their fund administrators Exposure and pre-existing relationships within the venture capital and private equity ecosystem Effective communication skills to properly interact with prospective clients, including senior partners at venture capital/private equity firms Experience managing effective teams. Strong team leadership skills with experience recruiting, coaching and developing talent pipeline Outgoing and confident personality with the ability to attend many in-person industry events within the venture capital/private equity ecosystem ecosystem Education & Experience Minimum Required: Bachelor's degree in Finance or related field Minimum Required: 10+ years of relevant experience required, 13+ years' relevant experience preferred. Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-JK1 Compensation Range Salary: USD $200,000.00/Yr. - USD $300,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. 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's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights. Stifel is an Equal Opportunity Employer.

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 Quantitative Execution Researcher works closely with the Electronic Trading team in the initiation and development of equity trading algorithms, transaction cost models, and order routing strategies. This position is heavily involved with the quant research idea generation process and initiates research into trading signals and model factors. The Researcher will then work closely with the head of product to determine which research and results are suitable for further analysis or deployment into Stifel trading algorithms. What We're Looking For Apply computational, mathematical, and statistical techniques in support of equity execution algorithm development, transaction cost modeling, and performance analysis. Originate quantitative models and analytical tools to address issues such as short-term volume/price forecasting, sentiment analysis, signaling, execution optimization, performance measurement, and risk attribution. Maintain existing quantitative processes and develop new core analytical capabilities or model libraries, using advanced statistical, machine learning and quantitative techniques. Devise or apply independent models or tools to help verify results of analytical systems. Interpret results of analytical procedures and recommends new processes and or action plans. Work closely with trading, technology, and model validation teams to document and improve product offering. Present key research findings/insights to team members. What You'll Bring Ability to use quantitative and data science techniques to research and develop appropriate models and tools for use by trading algorithms. Ability to understand what quantitative research is commercially viable and computationally efficient. Strong knowledge of programming skillset, Python, SQL, and kdb+/q. Familiarity with US equities market structure. Creativity/ability to adapt to and define process. Detail oriented, self-motivated, independent and a strong communicator. Education & Experience Minimum Required: Graduate Degree in computational finance / financial engineering Minimum Required: 3+ year related experience in US equity quantitative research/trading Licenses & Credentials Minimum Required: None Systems & Technology Knowledge of time-series data platforms (q/KDB+, etc.) Compensation Range Salary: USD $150,000.00/Yr. - USD $250,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. 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.

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 Equity Product Support Associate is responsible for assisting with the day-to-day operations and support of KBW's Equity desk in New York City. This is a multi-faceted role that will provide broad exposure to the entirety of the firm's Equity business. What We're Looking For * Support the equity sales and trading desk in New York City. * Assist with managing and troubleshooting the firm's OMS (Fidessa), including FIX connectivity, trade reporting and other execution services. * Assist with implementing and testing systemic controls necessary for compliance with 15c3-5 and other regulatory obligations. * Analyze trade data, commission metrics and other statistics to draw analytical conclusions for presentation to management and other internal stakeholders. * Conduct routine account-based analytics to supplement specific firm objectives. * Assist with the firm's overall Commission Management, invoicing and CSA processes. * Mediate with compliance, accounting and operations to address intraday matters and larger projects as they arise. What You'll Bring * Serve as an intermediary between traders, salespeople, clients, senior management, operations, compliance, IT, and other internal stakeholders. * Knowledge of modern market structure and previous experience in a sales and trading or capital markets environment is preferred. * Working knowledge of Bloomberg, Fidessa OMS, and Salesforce, or other similar systems, is preferred. * Previous experience working with large data sets and Commission Management products, is preferred. * Able to extract conclusions from multiple data sources for presentation to management and other internal stakeholders. * Detail oriented and motivated team player who works under pressure, commits to time constraints and occasionally works long hours Education & Experience * Minimum Required: Bachelor's degree in Finance, Accounting, Economics or Business, or equivalent experience. * Minimum Required: 1+ years of relevant experience Licenses & Credentials * Minimum Required: SIE, FINRA Series 7 and Series 63, or ability to be obtained within 6 months Systems & Technology * Strong Microsoft Office skills, particularly Excel, required. * Fidessa OMS or another Order Management System. * Salesforce or another CRM System. * Bloomberg. * SQL knowledge is a bonus. Compensation Range Salary: USD $65,000.00/Yr. - USD $75,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Keefe, Bruyette & Woods (KBW), a Stifel Company, is a full-service investment bank and broker dealer specializing in the financial services sector. KBW has established itself as a leading independent authority in the depositories, insurance companies, broker-dealers, mortgage banks, asset management companies, securities exchange, and specialty finance sectors. The professionals at KBW have deep domain expertise and understand the rapidly changing financial services industry. Based on a history of exceptional transaction execution and significant senior level attention, KBW is a trusted advisor by its clients. KBW offers a competitive salary and benefits (medical, vision, dental, paid time off, 401k) and is an affirmative action and equal opportunity employer.

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 M&A Investment Banking Associate for the Investment Banking Financial Services Group develops financial models and related valuation analysis for both public and private offerings. What We're Looking For Play a critical role as the project manager on teams to manage the deal process from origination to close Develop integrated financial models and related valuation analyses Participate in M&A, corporate finance (debt, public, and private equity) and restructuring assignments Prepare valuations, write memorandums for M&A and private placement processes, conduct M&A analyses, and participate in due diligence and drafting sessions for public and private offerings Mentor junior staff and target areas for their development Work on multiple projects and transactions at any given time What You'll Bring Strong ability to work in an entrepreneurial culture Ability to manage, from start to finish, financing and M&A transactions Excellent analytical, modeling, and client management skills Exercises good judgment in assessing risks and rewards of new business opportunities Education & Experience Minimum Required: Bachelor's degree in Finance or related field Minimum Required: 3-5 years post-undergraduate work experience in investment banking or a related field Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $175,000.00/Yr. - USD $225,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients. Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. The combination of a full-service product offering and more than 600 bankers' deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients. Stifel's success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to engage with and hire talented candidates from all backgrounds - specifically, those who have the desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work.

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 Under 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%. What You'll Bring * 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. Education & Experience * Minimum Required: Bachelor's degree * Minimum Required: 2 to 4 years of relevant industry experience and/or proven experience at the Associate I level Licenses & Credentials * Minimum Required: None Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $100,000.00/Yr. - USD $150,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel 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

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 Stifel is seeking an experienced Analyst to join its Leveraged Finance team based in New York City. The Leveraged Finance team provides a full array of financing solutions for financial sponsors and corporate clients. Leveraged Finance originates structures, underwrites, and executes non-investment grade debt financings, including leveraged loans, high yield bonds, bridge financings, and private debt financings. What We're Looking For The candidate's specific responsibilities may include conducting industry research, building financial models to analyze company projections or potential transactions, drafting offering memorandums for public or private financings, preparing client presentations and underwriting materials, and collaborating with clients to execute financing transactions. The primary role of the Leveraged Finance Analyst includes: * Analyzing and researching companies across a wide range of industries * Participating in the execution of leveraged finance transactions for financial sponsors and corporate clients * Reviewing legal documentation including commitment papers and credit agreements / indentures * Preparing presentation materials such as PowerPoint slides and summaries for pitchbooks * Working with teams to execute financing transactions * Performing in-depth, quantitative financial analyses * Contributing to team and/or client meetings and discussions What You'll Bring The candidate should possess relevant leveraged finance experience as well an outstanding academic record and have demonstrated strong leadership ability through involvement in extracurricular endeavors such as student government, athletics, and cultural and entrepreneurial activities. The ideal candidate will possess the following: * Strong quantitative / analytical skills, which include leveraged finance, financial and accounting concepts, credit analysis, and financial modeling * Superior attention to detail * Disciplined work ethic * Excellent verbal and written communication skills * Ability to effectively manage multiple simultaneous project deadlines * Ability to work as a part of a team * Highly motivated and energetic Education & Experience * Minimum Required: Bachelor's degree in Finance or related field * Minimum Required: 1-3 years of leveraged finance, private credit, or other relevant investment banking experience Licenses & Credentials * Minimum Required: None Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $110,000.00/Yr. - USD $135,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients. Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. The combination of a full-service product offering and more than 600 bankers' deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients. Stifel's success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to engage with and hire talented candidates from all backgrounds - specifically, those who have the desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work.