Fixed Income Analyst I-ALM

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 Fixed Income Analyst – ALM I supports the Fixed Income Strategies team by collecting, organizing, and analyzing data to produce and develop Asset/Liability Management Analyses for fixed-income clients.

What We\’re Looking For

• Assist senior team members in analyzing financial statements, interest rates, liquidity, and credit risk.
• Process monthly and quarterly analyses of clients\’ investment portfolios/balance sheets and various risk measurements using Excel-based and other complex financial models.
• Interact daily with senior team members and sales representatives.
• Interact with clients to obtain data necessary to prepare analyses.
• Manage special project demands of senior team members.

What You\’ll Bring

• Solid math and analytical skills.
• Strong attention to detail.
• Strong organizational skills with the ability to manage multiple tasks, priorities, and deadlines.
• Strong computer skills.
• Excellent verbal and written communication skills.
• Ability to quickly learn new software programs.
• Strong work ethic.
• Must be able to understand and interpret financial data.
• Must also be able to communicate their findings to their clients clearly and concisely.
• Be able to think critically and make sound investment decisions.

Education & Experience

• Minimum Required: Bachelor\’s degree in Finance, Accounting, Economics or Business.
• Minimum Required: 0-2 years related experience required.

Licenses & Credentials

• Minimum Required: SIE, FINRA Series 7 and Series 63 or must be obtained within 6 months.

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

#J-18808-Ljbffr