Operations Intern- Summer 2025 - Stifel

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 various Operations departments provide critical back-office support to our advisors and clients.

 

As an Operations Intern at Stifel, you will have the opportunity to collaborate with knowledgeable operations professionals and gain practical experience in a variety of specialized groups within Operations. This internship will provide you with exposure to critical operational processes, help you develop your analytical skills, and offer insights into the daily functions that support Stifel’s client services and overall operations. 

 

We have opportunities available in the following operations departments, among others:

• Stifel Support
• New Accounts
• Order Room
• Advisory

 

What We're Looking For:

• Learn basic job functions and responsibilities within the appropriate Operations department you are assigned to such as:
  • Collaborate with operations teams to support with various business functions within operations.
  • Support the operations teams in monitoring compliance with regulatory requirements and industry best practices.
  • Participate in projects aimed at improving operational efficiencies and enhancing the overall client experience.
  • Conduct research and analysis on operational processes and industry trends to contribute to process improvements and identify potential risks.
  • Other projects as assigned.

What You'll Bring:

• Strong interest in operations and a desire to gain practical experience in the field.
• Excellent analytical and problem- solving skills, with strong attention to detail.
• Effective communication and interpersonal skills.
• Proactive and self-motivated with a strong sense of responsibility.
• Ability to handle multiple tasks and prioritize workload.

Education & Experience:

• Currently pursuing a Bachelor’s degree in finance, accounting or related field. Previous coursework or experience in operations, accounting, or finance preferred.
• Familiarity with relevant financial systems and industry practices.

Systems & Technology:

• Proficient in Microsoft Word and Excel.

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.