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. Letβs 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
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Stifel Recruiting Team