FI Int Rate Sales Associate

Stifel·iCIMS
Cleveland, OHFull-timePosted Jun 30, 2026
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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 FI Int Rate Sales Associate will provide analytical and sales support for senior interest rate derivative marketers. This role will work directly with end-user clients to determine the most appropriate and advantageous loan and swap structures unique to multiple lines of business (owner occupied RE, investment RE, C&I).

What We're Looking For

  • Custom modeling and pricing, including but not limited to, swaps, swaptions, caps, collars, and floors.
  • Lead loan documentation review and work with both bank and client counsels to ensure proper language, structure, and cross-collateralization.
  • Provide Bankers and bank clients with economic/market input.
  • Follow up with bankers when the derivative marketers are traveling.
  • Involved in syndicated transactions with several banks.
  • Provide live over the phone rate quotes to bankers as well as maximum exposure and revenue estimates.
  • Execute swaps with both end-user bank clients and swap dealers, ensuring identical structuring, and accurate and fair pricing.

What You'll Bring

  • Have initiative and self-direction when performing tasks, with the ability to organize and prioritize effectively to meet deadlines.
  • Able to handle large workload that varies based on projects and heavy volume periods.
  • Ability to learn a general understanding of rules/regulations and policies that pertain to the department.

Education & Experience

  • Minimum Required: Bachelor's Degree in Finance.
  • Minimum Required: 1+ years of relevant experience.

Licenses & Credentials

  • Minimum Required: None.

Systems & Technology

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

Compensation Range

Salary: - 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 https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.

About Stifel

At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally.  Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients.

 

Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions.  The combination of a full-service product offering and more than 600 bankers’ deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients.

 

Stifel’s success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work.  We are looking to engage with and hire talented candidates from all backgrounds – specifically, those who have the desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work.

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