Preferred Bank jobs - 21 jobs

Job Description Responsible for underwriting, reviewing, and managing an assigned CRE loan portfolio. In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines. QUALIFICATIONS: Bachelor's degree in business administration or related field preferred. Minimum 5 years of underwriting experience in lending. Excellent communication skills, both verbal and written. Excellent leadership and decision-making skills. Strong analytical and problem-solving skills.

What You'll Be Doing The Portfolio Analyst will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy analytical work, client service and should have experience working closely with clients and co-workers. The Portfolio Analyst must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics. What We're Looking For * Create, maintain, and distribute performance, billing, and operational reports to support internal teams and client service efforts.• Track key economic data and update the office's client-facing economic outlook presentation slides on an ongoing basis, ensuring timely and accurate reflection of market conditions.• Conduct annual mutual fund share class reviews to ensure clients are invested in the lowest-cost options available.• Collaborate with the Finance department to manage quarterly billing cycle for the San Francisco office, ensuring accurate account setup, secure and timely invoice delivery.• Generate quarterly reports for affiliated accountants, ensuring accuracy and timely delivery.• Review trade reports for billing implications and model strategy changes.• Conduct cross-platform updates to ensure consistency in model strategies, benchmarks, and account naming conventions.• Research investment programs for clients ensuring that client objectives and client restrictions are considered and adhered to. Keeps investment teams on track with asset allocation and client reviews. • Under supervision of Portfolio Manager or Investment Associate, work with clients to answer investment-related questions. Have knowledge of investment products, operations and the servicing requirements of their clients. • Run special projects with an investment focus which could include forecasting and analyzing information for current clients and prospects. • Use judgment and analysis tools to prepare specialized reports for clients and prospects, subject to Portfolio Manager review. • Work on special projects as needed. • Attend client meetings and client events. Attend relevant conferences to keep informed of changes and developments to the Firm and the industry.• Support advisors with administrative work such as preparing expense reports and running and preparing client and prospect presentation materials. • Lead or assist in special projects such as optimizing internal reporting templates and enhancing system usage across teams.• Act as liaison with marketing and compliance teams to facilitate client communications, including weekly Market Insights and quarterly market outlooks.• Provide cross-functional operational support, including coverage for colleagues on leave, backup Notary services, and assistance with compliance-related and ad hoc operational tasks.• Coordinate logistics and execution of client engagement programs (e.g., holiday gifts, birthday outreach), with a focus on maintaining accurate records and timely delivery.• Handle various portfolio administrative functions including but not limited to opening and terminating accounts; reviewing client billing; monitoring accounts by tracking cash, maturities and settlements to ensure that funds are available to clients; instructing custodians to wire funds or prepare checks; implementing the sale of mutual funds; determining instruments to sell to raise cash and documenting/memorializing client meetings and communications.• Additional responsibilities as assigned or requested. What You'll Bring * Proven experience working in a high-touch client service environment. • Knowledge of principles and processes for providing excellent interpersonal and communication services. This includes client needs assessment, meeting quality standards for services, and evaluation of client satisfaction.• Highly organized, efficient and attentive to detail. Self-motivated and able to multi-task in an independent and timely manner. • Team player - goes above and beyond in anticipating the needs of portfolio management teams. • Knowledge of economic and accounting principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.• Knowledge and experience using analytical skills.• Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problem solving. Education & Experience * Minimum Required: Bachelor's degree in a related field or equivalent experience• Minimum Required: 1+ years relevant experience. • Preferred: 1-3 years of financial analysis in investment industry experience in financial services, preferably in Private Wealth Management, Portfolio Administration, or college education and internships relating to Private Wealth Management. Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook• Experience with Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce #LI-JK1 Compensation Range Salary: USD $70,000.00/Yr. - USD $97,000.00/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 1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client's specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel's clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service. 1919 Investment Counsel 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 Assistant Vice President, Fund Banking plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Fund Banking group provides commercial banking services to private investment funds. This includes funds investing across all alternative asset classes but with a specific focus on venture capital, growth equity, and lower middle market private equity. Products and services include capital call / subscription lines of credit, management company / GP lending, treasury management, and other banking services. This position offers a unique opportunity to gain hands-on exposure in both commercial banking and private equity industry within a small tight-knit team. The Assistant Vice President will be an integral part of business development, portfolio management, underwriting, and administration of the group working closely with the Head of West Coast Fund Banking. Situationally, the position is also expected to perform certain tasks for the Venture Banking team, which works closely with Fund Banking. The location of the position is flexible but would ideally be based in a city with ample VC/PE funds. What We're Looking For Develop, originate and maintain relationships with VC, Growth Equity, and Middle Market Buyout Firms working in close coordination with the Head of West Coast Fund Banking. Partner with the Head of West Coast Fund Banking, Analysts and Risk Management to proactively manage and maintain desired credit quality of the portfolio. Strong underwriting and deal structuring skills are critical. Deal underwriting will be a major component of the role. Collaborate with the Fund Banking team and Group Head to develop new products and strategies to meet the banking needs of clients. Maintain in-depth knowledge of the Technology and Healthcare industries, Fund Banking community, and Stifel's broad product offerings. What You'll Bring Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Effective communication in writing as appropriate for the needs of the audience. Microsoft Office with emphasis on Excel software proficiency. Education & Experience Minimum Required: Bachelor's degree in finance, accounting, or another business related field or equivalent experience required. Minimum Required: 3+ years' of commercial banking, investment banking, or private capital investing experience required. Systems & Technology Proficient in Microsoft Word, Excel, PowerPoint, Outlook #LI-JK1 Compensation Range Salary: USD $120,000.00/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 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 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 $20.00/Yr. - USD $20.00/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.

The Sr. Internal Auditor is responsible for assisting the Internal Audit department in areas of branch audits, deposit operations, loan operations, and Sarbanes-Oxley (SOX) interim and year-end control testing. Required Skills and Qualifications : Bachelor's degree business, finance, economics or a related field. Minimum five years of banking experience of which three years in bank auditing. Professional certification such as Certified Internal Auditor (CIA) or Certified Public Accountant (CPA) preferred. Extensive experience in banking operations, internal controls, and audit methodologies. Strong analytical and problem-solving skills. Excellent communication and presentation skills to effectively communicate audit findings. Ability to work independently and as part of a team. Knowledge of relevant banking regulations and compliance requirements.

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 Venture Banking Credit Analyst will be an integral part of origination, underwriting, and portfolio management. This position will be responsible for banking and lending directly to private investment funds across several asset classes. The Credit Analyst will have exposure to many different business units while creating a differentiated market strategy. What We're Looking For * Assist in managing the deal process from origination and underwriting to execution. * Collect and review diligence materials to prepare credit memorandums for presentation to the leadership team. * Monitor an existing portfolio of borrowers to ensure compliance with loan covenants and report status up to the leadership team. * Maintain in-depth knowledge to creatively evolve processes and procedures to enhance efficiency and scalability. * Remain an active participant in the fund finance ecosystem to become an expert in banking and lending to private funds. * Identify opportunities for process improvements. What You'll Bring * Knowledge of how private closed-end funds operate and the multiple entities involved (limited partners, general partner, etc.). * Strong skills and experience in analyzing investments funds and their underlying objectives. * Knowledge of key financial principles. * Strong ability to produce high quality work products independently and as part of a collegial team. * Comfort in working directly with senior executives and investment Firms. * Ability to work in an entrepreneurial culture with the desire to figure out how to solve problems and execute. Education & Experience * Minimum Required: Bachelor's Degree in finance, accounting or another business related field. * Minimum Required: 1-3 years' of commercial banking, investment banking, or private capital investing experience. Licenses & Credentials * Minimum Required: None Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $80,000.00/Yr. - USD $100,000.00/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.

This position is responsible for supporting the Operations Officer for the performance of the branch operations staff and will act as the back-up to the Operations Officer when said position is away from the Bank. Assisting in coordinating the activities of the branch for efficient customer service, risk management, and customer retention. Qualifications High school diploma, GED, or equivalent Minimum five years of experience in bank operations or financial services required Cash handling experience in a bank setting Excellent verbal and written communication skills

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 (NR) 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. * 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.). * Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide reports and other information to FA(s), as requested. * 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 clerical/related industry Licenses & Credentials * Minimum Required: None Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $51,300.00/Yr. - USD $68,400.00/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's Public Finance Department is the investment banking division within the firm's Municipal Securities Group. The Public Finance Department originates a range of financings within public and private markets and across public sector and private sector entities. Bankers gain exposure to a variety of infrastructure financing strategies, sectors and to investors in the public and private credit universe. In addition to investment banking, Stifel's Municipal Securities Group includes institutional sales, trading and underwriting. Primary markets covered from the Los Angeles office include general state and local government, real estate development, transportation, utilities and project finance. Under the direction of senior bankers, with a growing level of autonomy, Analysts provide general investment banking support and assist with pitchbooks, financing proposals and transaction execution. Analysts typically function in a team setting, alongside experienced junior bankers and senior team members. The ability to multi-task and communicate clearly are required skills. The desire to learn and willingness to work outside of normal business hours are also necessary. Analysts participate in junior banker training sessions with colleagues from offices located throughout the country. Some travel is expected. To learn more about our Public Finance Department - click here What We're Looking For * Assist in the development of financing proposals and pitch materials• Develop and refine financial models to support marketing efforts and transaction execution.• Research capital needs and financial structures using a range of data and analytical tools.• Research industry trends and work with colleagues to develop actionable strategies to be used by bankers across the country.• Create client marketing and sales offering materials, attend client meetings, and act as a point of contact for the finance team throughout the financing process.• Analyze capital structures of existing and prospective clients to identify opportunities.• Quickly gain an understanding of markets and market participants, including public and private credit markets. What You'll Bring * Interest in infrastructure financing including some knowledge of the public sector and fixed income.• Ability to multi-task, work independently and collaborate in teams.• Working knowledge and/or an ability to quickly gain proficiency in a variety of web-based applications and specialized information systems, including Bloomberg, Capital IQ, Securities Data Corp, EMMA and DBC.• Knowledge of finance and accounting principles and the primary differences between governmental and corporate financial statements.• Ability to prepare and deliver clear, effective and professional presentations.• Competence in clearly and effectively communicating in both oral and written formats; including technical writing.• Extremely strong organizational skills required. Education & Experience * Minimum Required: Bachelor's Degree in Finance, Math, Economics, Public Policy or a related field with at least some coursework and/or internship experience supportive of proficiency with analytical skills. • Preference For: Some work experience in a related public finance or fixed-income field. Licenses & Credentials * Minimum Required: Series 50, 52, 63, or ability to obtain within 12 months from date of hire. Systems & Technology * High profidiency with Microsoft Office Suite, including Excel and PowerPoint. Ability to quickly learn third party applications. #LI-JK1 Compensation Range Salary: USD $80,000.00/Yr. - USD $95,000.00/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.

Responsible for underwriting, reviewing, and managing an assigned CRE loan portfolio. In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines. QUALIFICATIONS: Bachelor's degree in business administration or related field preferred. Minimum 5 years of underwriting experience in lending. Excellent communication skills, both verbal and written. Excellent leadership and decision-making skills. Strong analytical and problem-solving skills.

Job Description Responsible for providing customer service by receiving, paying and keeping accurate records of all transactions. Provide customer services such as cashing checks, receiving deposits, making withdrawals, making credit card advances, preparing change orders for commercial customers, etc. Balance cash drawer and other receipt daily, as well as ATM (Automatic Teller Machine) when required Process various Night-Drop and Mail transactions as needed Wrap and bag coin, verify currency, mix new currency and turn-in mutilated currency Cross-sell bank products Perform miscellaneous duties such as filing, answering telephones, maintaining supplies, etc. QUALIFICATIONS: Minimum 1 year of experience in bank operations preferred, but not required. Good communication skills (written and oral) Proven customer support experience Ability to multitask, prioritize and manage time effectively

The Sr. Internal Auditor is responsible for assisting the Internal Audit department in areas of branch audits, deposit operations, loan operations, and Sarbanes-Oxley (SOX) interim and year-end control testing. Required Skills and Qualifications: Bachelor's degree business, finance, economics or a related field. Minimum five years of banking experience of which three years in bank auditing. Professional certification such as Certified Internal Auditor (CIA) or Certified Public Accountant (CPA) preferred. Extensive experience in banking operations, internal controls, and audit methodologies. Strong analytical and problem-solving skills. Excellent communication and presentation skills to effectively communicate audit findings. Ability to work independently and as part of a team. Knowledge of relevant banking regulations and compliance requirements.

Job Description This position is responsible for supporting the Operations Officer for the performance of the branch operations staff and will act as the back-up to the Operations Officer when said position is away from the Bank. Assisting in coordinating the activities of the branch for efficient customer service, risk management, and customer retention. Qualifications High school diploma, GED, or equivalent Minimum five years of experience in bank operations or financial services required Cash handling experience in a bank setting Excellent verbal and written communication skills

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 (NR) 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. 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.). Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. Provide reports and other information to FA(s), as requested. 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 clerical/related industry Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $47,800.00/Yr. - USD $57,000.00/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.

What You'll Be Doing The Portfolio Analyst will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy analytical work, client service and should have experience working closely with clients and co-workers. The Portfolio Analyst must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics. What We're Looking For • Create, maintain, and distribute performance, billing, and operational reports to support internal teams and client service efforts. • Track key economic data and update the office's client-facing economic outlook presentation slides on an ongoing basis, ensuring timely and accurate reflection of market conditions. • Conduct annual mutual fund share class reviews to ensure clients are invested in the lowest-cost options available. • Collaborate with the Finance department to manage quarterly billing cycle for the San Francisco office, ensuring accurate account setup, secure and timely invoice delivery. • Generate quarterly reports for affiliated accountants, ensuring accuracy and timely delivery. • Review trade reports for billing implications and model strategy changes. • Conduct cross-platform updates to ensure consistency in model strategies, benchmarks, and account naming conventions. • Research investment programs for clients ensuring that client objectives and client restrictions are considered and adhered to. Keeps investment teams on track with asset allocation and client reviews. • Under supervision of Portfolio Manager or Investment Associate, work with clients to answer investment-related questions. Have knowledge of investment products, operations and the servicing requirements of their clients. • Run special projects with an investment focus which could include forecasting and analyzing information for current clients and prospects. • Use judgment and analysis tools to prepare specialized reports for clients and prospects, subject to Portfolio Manager review. • Work on special projects as needed. • Attend client meetings and client events. Attend relevant conferences to keep informed of changes and developments to the Firm and the industry. • Support advisors with administrative work such as preparing expense reports and running and preparing client and prospect presentation materials. • Lead or assist in special projects such as optimizing internal reporting templates and enhancing system usage across teams. • Act as liaison with marketing and compliance teams to facilitate client communications, including weekly Market Insights and quarterly market outlooks. • Provide cross-functional operational support, including coverage for colleagues on leave, backup Notary services, and assistance with compliance-related and ad hoc operational tasks. • Coordinate logistics and execution of client engagement programs (e.g., holiday gifts, birthday outreach), with a focus on maintaining accurate records and timely delivery. • Handle various portfolio administrative functions including but not limited to opening and terminating accounts; reviewing client billing; monitoring accounts by tracking cash, maturities and settlements to ensure that funds are available to clients; instructing custodians to wire funds or prepare checks; implementing the sale of mutual funds; determining instruments to sell to raise cash and documenting/memorializing client meetings and communications. • Additional responsibilities as assigned or requested. What You'll Bring • Proven experience working in a high-touch client service environment. • Knowledge of principles and processes for providing excellent interpersonal and communication services. This includes client needs assessment, meeting quality standards for services, and evaluation of client satisfaction. • Highly organized, efficient and attentive to detail. Self-motivated and able to multi-task in an independent and timely manner. • Team player - goes above and beyond in anticipating the needs of portfolio management teams. • Knowledge of economic and accounting principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology. • Knowledge and experience using analytical skills. • Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problem solving. Education & Experience • Minimum Required: Bachelor's degree in a related field or equivalent experience • Minimum Required: 1+ years relevant experience. • Preferred: 1-3 years of financial analysis in investment industry experience in financial services, preferably in Private Wealth Management, Portfolio Administration, or college education and internships relating to Private Wealth Management. Systems & Technology • Proficient in Microsoft Excel, Word, PowerPoint, Outlook • Experience with Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce #LI-JK1 Compensation Range Salary: USD $70,000.00/Yr. - USD $97,000.00/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 1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client's specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel's clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service. 1919 Investment Counsel is an Equal Opportunity Employer.

Responsible for underwriting, reviewing, and managing an assigned CRE loan portfolio. In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines. QUALIFICATIONS: Bachelor's degree in business administration or related field preferred. Minimum 5 years of underwriting experience in lending. Excellent communication skills, both verbal and written. Excellent leadership and decision-making skills. Strong analytical and problem-solving skills.

Job Description The Sr. Internal Auditor is responsible for assisting the Internal Audit department in areas of branch audits, deposit operations, loan operations, and Sarbanes-Oxley (SOX) interim and year-end control testing. Required Skills and Qualifications: Bachelor's degree business, finance, economics or a related field. Minimum five years of banking experience of which three years in bank auditing. Professional certification such as Certified Internal Auditor (CIA) or Certified Public Accountant (CPA) preferred. Extensive experience in banking operations, internal controls, and audit methodologies. Strong analytical and problem-solving skills. Excellent communication and presentation skills to effectively communicate audit findings. Ability to work independently and as part of a team. Knowledge of relevant banking regulations and compliance requirements.

This position is responsible for supporting the Operations Officer for the performance of the branch operations staff and will act as the back-up to the Operations Officer when said position is away from the Bank. Assisting in coordinating the activities of the branch for efficient customer service, risk management, and customer retention. Qualifications High school diploma, GED, or equivalent Minimum five years of experience in bank operations or financial services required Cash handling experience in a bank setting Excellent verbal and written communication skills

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's Public Finance Department is the investment banking division within the firm's Municipal Securities Group. The Public Finance Department originates a range of financings within public and private markets and across public sector and private sector entities. Bankers gain exposure to a variety of infrastructure financing strategies, sectors and to investors in the public and private credit universe. In addition to investment banking, Stifel's Municipal Securities Group includes institutional sales, trading and underwriting. Primary markets covered from the Los Angeles office include general state and local government, real estate development, transportation, utilities and project finance. Under the direction of senior bankers, with a growing level of autonomy, Analysts provide general investment banking support and assist with pitchbooks, financing proposals and transaction execution. Analysts typically function in a team setting, alongside experienced junior bankers and senior team members. The ability to multi-task and communicate clearly are required skills. The desire to learn and willingness to work outside of normal business hours are also necessary. Analysts participate in junior banker training sessions with colleagues from offices located throughout the country. Some travel is expected. To learn more about our Public Finance Department - click here What We're Looking For • Assist in the development of financing proposals and pitch materials • Develop and refine financial models to support marketing efforts and transaction execution. • Research capital needs and financial structures using a range of data and analytical tools. • Research industry trends and work with colleagues to develop actionable strategies to be used by bankers across the country. • Create client marketing and sales offering materials, attend client meetings, and act as a point of contact for the finance team throughout the financing process. • Analyze capital structures of existing and prospective clients to identify opportunities. • Quickly gain an understanding of markets and market participants, including public and private credit markets. What You'll Bring • Interest in infrastructure financing including some knowledge of the public sector and fixed income. • Ability to multi-task, work independently and collaborate in teams. • Working knowledge and/or an ability to quickly gain proficiency in a variety of web-based applications and specialized information systems, including Bloomberg, Capital IQ, Securities Data Corp, EMMA and DBC. • Knowledge of finance and accounting principles and the primary differences between governmental and corporate financial statements. • Ability to prepare and deliver clear, effective and professional presentations. • Competence in clearly and effectively communicating in both oral and written formats; including technical writing. • Extremely strong organizational skills required. Education & Experience • Minimum Required: Bachelor's Degree in Finance, Math, Economics, Public Policy or a related field with at least some coursework and/or internship experience supportive of proficiency with analytical skills. • Preference For: Some work experience in a related public finance or fixed-income field. Licenses & Credentials • Minimum Required: Series 50, 52, 63, or ability to obtain within 12 months from date of hire. Systems & Technology • High profidiency with Microsoft Office Suite, including Excel and PowerPoint. Ability to quickly learn third party applications. #LI-JK1 Compensation Range Salary: USD $80,000.00/Yr. - USD $95,000.00/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.