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 Trust Investment Associate provides administrative and analytical investment support to portfolio managers, including completing required paperwork, updating databases, maintaining records, conducting limited research projects, and providing administrative coordination with trading, operations, and client service areas.
What We're Looking For
- Assist portfolio managers by providing administrative and analytical support in handling various investment management activities. Activities include and not limited to reviewing investment portfolios for asset allocation and product guidelines, trading, rebalancing, raising cash and producing performance reports.
- Coordinate and respond to corporate action and reorg election requests and assisting in implementation of investment solutions when appropriate.
- Responsible for conducting new account and annual Reg 9 reviews for trust company managed accounts.
- Performs investment research, keeps informed of developments in investment management industry.
- Prepare client investment letters, and presentations.
- Assist in preparation of Investment Committee materials and responsible for recording minutes. Maintain department industry research and report information.
- Research client inquiries, document account activities and client interactions
- Perform various office related tasks, such as answering department phone lines, distributing reports, photocopying materials, mailing correspondence, filing and imaging.
What You'll Bring
- Understand and comply with all regulations, including 12CFR9, Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
- Ability to use solid logic and reasoning to identify complex problems; review related information and develop options and implement solutions.
- Ability to assess liability and react appropriately and promptly.
- Ability to combine pieces of information to form general rules or conclusions.
Education & Experience
- Minimum Required: High School Diploma or equivalent work experience
- Minimum Required: 1-3 years' Financial Services industry experience
Licenses & Credentials
- Minimum Required: None
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
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’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.