Jobs at Stifel Financial Corp.

The Salesforce Technical Analyst gathers and analyzes requirements, designs and implements scalable Salesforce solutions, manages data integrity, develops workflows and automation, and supports testing and deployment. The role creates user stories, acceptance criteria, and test plans; collaborates with architects, developers, and stakeholders; provides end-user training and support; and recommends process improvements. Responsibilities require knowledge of Salesforce architecture, data and security models, Apex, Visualforce, Aura, Lightning Web Components, SOQL, version control, and CI/CD.

Conduct industry research, build financial models, analyze company projections and transactions, draft offering memorandums and client presentations, and support clients through financings and mergers in Stifel’s Clean Energy & Power investment banking practice. The role requires strong finance and accounting knowledge, analytical ability, communication skills, attention to detail, and effective management of multiple deadlines.

Supports Stifel’s Investment Strategy offering through equity and macroeconomic research, multi-asset portfolio analysis, capital market assumptions, strategic asset allocation, investment publications, and presentations. Collaborates with product and portfolio solutions teams to commercialize investment themes and develop customized solutions. Engages financial advisors and clients through meetings, calls, written materials, and public forums, with occasional domestic travel.

Supports underwriting, monitoring, and resolution of heightened-risk commercial credit relationships. Prepares financial and credit analyses, credit memoranda, cash-flow and recovery models, risk-rating recommendations, portfolio reports, and restructuring materials. Reviews borrower reporting, covenants, collateral, and payment performance to identify risks and information gaps. Coordinates with borrowers and internal teams while supporting amendments, forbearances, settlements, and other workout activities under senior oversight.

Supports information systems and development teams by gathering business requirements, researching solutions, documenting processes, assisting with software design and implementation, performing quality checks, and learning company applications, data models, development technologies, and financial business practices.

Supports oversight and control frameworks for investment products and programs. Reviews procedures, policies, business processes, and files; conducts product risk assessments; helps identify, measure, report, and mitigate risks; supports regulatory compliance and governance improvements; contributes to oversight tool development; and collaborates with product, operations, legal, compliance, and program stakeholders.

Manages a portfolio of criticized and classified commercial loans, developing workout, restructuring, and recovery strategies to minimize losses and maximize bank recovery. Leads borrower and stakeholder negotiations, evaluates financial condition, liquidity, collateral, and downside scenarios, and prepares credit memoranda, risk ratings, reserves, and regulatory materials. Coordinates analysts, associates, counsel, consultants, and restructuring advisors while managing complex relationships and changing borrower circumstances.

The Investment Banking Associate manages M&A and financing transactions from origination through closing. Responsibilities include building integrated financial models, conducting valuation and M&A analyses, preparing memoranda, supporting due diligence and drafting, managing multiple transactions, assessing opportunities, and mentoring junior staff. The role requires client management, analytical, modeling, and transaction execution skills, along with a finance-related bachelor's degree and 3–5 years of investment banking experience.

Supports Advisor Directed advisory programs by assisting Financial Advisors and their staff, resolving escalated operational and compliance issues, monitoring programs, improving workflows, maintaining procedures, developing communications, and coordinating program enhancements. The role collaborates with Advisory Operations, Compliance, Marketing, and other stakeholders while supporting project management and ensuring advisory materials and processes are accurate, efficient, and consistently applied.

Supports advisor-directed investment programs through application processing, model and strategy support, account setup and maintenance, program monitoring, compliance and operations coordination, documentation management, and procedure reviews. The role assists financial advisors and their staff, analyzes advisory programs, resolves account and trading issues, coordinates program communications, and identifies process improvements. It requires investment advisory industry knowledge, portfolio analysis skills, securities licenses, and proficiency with Microsoft Office and financial technology tools.

Researches and develops equity execution models, transaction cost models, order-routing strategies, and analytical tools. Applies statistical, mathematical, computational, and machine learning techniques to forecasting, sentiment analysis, execution optimization, performance measurement, and risk attribution. Collaborates with electronic trading, development, technology, and model validation teams to assess, document, maintain, and deploy commercially viable trading algorithms.

Leads investment banking transactions in the Clean Energy & Power sector, serving as project manager from origination through close. Executes M&A, recapitalizations, debt and equity financings; develops financial models, valuations, offering memoranda, and client presentations; supports diligence and client relationships; mentors analysts; contributes to business development; and manages multiple concurrent projects.

Lead investment banking transactions including sell-side M&A, recapitalizations, and debt and equity capital raises. Advise clients, manage relationships, oversee financial modeling and valuation analyses, mentor junior bankers, support business development, and represent the firm in industry and client settings. The role requires investment banking experience, FINRA licenses, strong analytical and communication skills, and the ability to manage multiple projects.

The IT Senior Project Manager drives information technology maturity and continuous improvement initiatives. Responsibilities include prioritizing projects, coordinating with business and technology teams, managing third-party vendors, documenting strategies and milestones, monitoring project progress, improving policies and processes, researching industry developments, and presenting recommendations to senior leadership. The role requires expertise in information security and identity management best practices, strong communication, analytical, organizational, and project management skills.

Conduct industry research, build financial models, analyze projections and transactions, draft offering memoranda, prepare client presentations, and support clients executing financing and merger transactions within Stifel’s Clean Energy & Power investment banking practice.

Leads complex technology programs and concurrent projects, with a primary focus on Salesforce platform initiatives. Oversees configuration, integrations, data, releases, budgets, risks, dependencies, and stakeholder communications. Mentors project managers and business analysts, improves delivery processes and tooling, establishes program metrics, and communicates technology value to executives. Coordinates internal teams, business partners, and third-party vendors while driving consistent, high-quality delivery.

Develop and maintain full-stack applications across design, integration, testing, and deployment. Build accessible front-end functionality, server-side services, event-driven microservices, data pipelines, and cloud-based applications using AWS. Apply Infrastructure as Code, CI/CD, serverless and container technologies, and software testing practices. Mentor developers, conduct code reviews, define development standards, troubleshoot complex issues, and contribute to AI/ML infrastructure and MLOps capabilities.

Leads venture banking efforts supporting venture, growth-stage, and private-equity-backed companies. Responsibilities include sourcing opportunities, structuring and underwriting debt solutions, managing client portfolios, leading deal processes, developing industry relationships, recruiting and managing a venture banking team, and identifying cross-platform opportunities across investment banking and wealth management.

Leads venture banking activities supporting venture-backed technology and life sciences companies. Responsibilities include sourcing debt and banking opportunities, structuring and underwriting loans, managing client portfolios, overseeing loan closings, developing industry relationships, recruiting and leading a venture banking team, and identifying opportunities across Stifel’s broader platform.

Conducts quantitative and qualitative due diligence on private equity investments, prepares investment memoranda and recommendations, supports fundraising, manages relationships with investment firms and intermediaries, monitors existing investments, and provides analytical support for reporting, presentations, and research.