Qureos Mentor

Stifel

<div>Why Stifel:
<div>
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.</div><div></div><div><br>
Let&rsquo;s talk about how you can find your place here at Stifel, <b>where success meets success</b>.</div>
What You'll Be Doing:
<div>
The Trust Investment Analyst is to support the Portfolio Managers in managing discretionary investment portfolios while also being responsible for managing a small book of business. The primary function of this role is day-to-day portfolio strategy implementation, rebalancing, and monitoring across a board range of multi-asset class, multi-manager portfolios. The Trust Investment Analyst is part of the portfolio management team and works closely with Financial Advisors and manager selection and research teams to implement fiduciary appropriate investment ideas. The Trust Investment Analyst will also be responsible for higher level analytical reports to assist the overall team in risk management.</div>
What We're Looking For:
<ul><li>Invest portfolios in accordance with guidelines and target allocations</li><li>
Liaise and coordinate with trading, operations, compliance, and client service areas</li><li>
Monitor portfolio performance, asset allocation guidelines, prepares customized reports and assists with quarterly client reviews.</li><li>
Ensure appropriate implementation of strategy across client portfolios.</li><li>
Works closely with research and investment due diligence teams, to support the fiduciary channel.</li><li>
Responsible for conducting new account and annual Reg 9 reviews for trust company managed accounts.</li><li>
Performs investment research, keeps informed of developments in investment management industry.</li><li>
Assist in preparation of Investment Committee materials and responsible for recording minutes. Maintain department industry research and report information.</li><li>
Research client inquiries, document account activities and client interactions</li><li>
Other duties and special projects as assigned by department management.</li></ul>
What You'll Bring:
<ul><li>Understand and comply with all regulations, including 12CFR9, Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.</li><li>
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.</li><li>
Ability to understand the implications of new information for both current and future problem-solving and decision-making.</li><li>
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.</li></ul>
Education &amp; Experience:
<ul><li>Minimum Required: Associate's degree in business administration or equivalent work experience</li><li>
Minimum Required: 3+ years related experience in financial services</li></ul>
Licenses &amp; Credentials:
<ul><li>Minimum Required: None</li><li>
Desired: CIMA, CFP, CFA, AIF or matriculations towards designation</li></ul>
Systems &amp; Technology:
<ul><li>Proficient in Microsoft Excel, Word, PowerPoint, Outlook</li><li>
General experience with portfolio optimization and understanding of portfolio management software tools. (Morningstar, BondWorks, Bloomberg, Factset).</li></ul>
About Stifel:
<div>
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&rsquo; 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.</div><div></div><div><br>
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&rsquo;s talk about how you can find your place here at Stifel, where success meets success.</div><div></div><div><br>
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.</div><div></div><div><br>
Stifel&rsquo;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.</div><div></div><div><br>
Stifel is an Equal Opportunity Employer.</div></div><div></div>

Trust Investment Analyst

<div>Why Stifel:
<div>
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.</div><div></div><div><br>
Let&rsquo;s talk about how you can find your place here at Stifel, <b>where success meets success</b>.</div>
What You'll Be Doing:
<div>
The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. Key responsibilities may include financial modeling, risk analysis, performance monitoring, and compliance management. Strong analytical skills, attention to detail, and knowledge of financial markets are essential for this role. The position is also expected to perform certain tasks for the Venture Banking team, which works closely with Fund Banking.</div>
What We're Looking For:
<ul><li>Gather, organize, analyze, and monitor borrower data to determine performance and produce various reports for management.</li><li>
Assist in analyzing prospective credit decisions, which will include understanding a Borrower's past performance, assets, or investors.</li><li>
Assist with various client requests related to their loans or deposit accounts while liaising with other organization members as needed, including frequent processing of loan advance requests.</li><li>
Perform ad-hoc requests and reports for Fund Banking or Venture Banking team members.</li></ul>
What You'll Bring:
<ul><li>Basic understanding of the venture capital / private equity ecosystem and how private investment funds are structured.</li><li>
Strong skills and experience in analyzing investment funds and their underlying objectives.</li><li>
Knowledge of key financial principles.</li><li>
Ability to work on a small entrepreneurial team and passion for improving processes and solving problems without highly structured guidance.</li><li>
Strong ability to produce high-quality work products independently and as part of a collegial team.</li><li>
Comfort in working directly with senior executives and investment firms.</li><li>
Ability to work in an entrepreneurial culture with the desire to figure out how to solve problems and execute.</li></ul>
Education &amp; Experience:
<ul><li>Minimum Required: Bachelor's Degree in finance, accounting, or another business-related field required.</li><li>
Minimum Required: 1+ years of full-time work experience, preferably in commercial banking, finance, accounting, investment banking, or alternative investments.</li></ul>
Systems &amp; Technology:
<ul><li>Proficient in Microsoft 365.</li><li>
Strong MS Excel skills with the preferred ability to use many different functions (pivot tables, macros, lookup/index match, etc.).</li></ul>
Compensation Range: Salary: USD $70,000.00/Yr. - USD $100,000.00/Yr.
<br>
<br>
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate&rsquo;s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel&rsquo;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 &amp; certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel&rsquo;s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel:
<div>
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&rsquo; 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.</div><div></div><div><br>
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&rsquo;s talk about how you can find your place here at Stifel, where success meets success.</div><div></div><div><br>
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.</div><div></div><div><br>
Stifel&rsquo;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.</div><div></div><div><br>
Stifel is an Equal Opportunity Employer.</div></div><div></div>

Fund Banking Analyst

<div>Why Stifel:
<div>
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.</div><div></div><div><br>
Let&rsquo;s talk about how you can find your place here at Stifel, <b>where success meets success</b>.</div>
What You'll Be Doing:
<div>
The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.</div>
What We're Looking For:
<ul><li>Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports, data entry, and scheduling appointments.</li><li>
Collection of information needed for performance reports and coordinating the appropriate paperwork and materials for client meetings.</li><li>
Perform general clerical duties related to daily branch operation.</li><li>
Participate in special projects for Financial Advisors and for the branch.</li></ul>
What You'll Bring:
<ul><li>Ability to organize large amounts of information and prioritize workload to meet deadlines.</li><li>
Effectively collaborate and work as a team with a diverse group of individuals.</li></ul>
Education &amp; Experience:
<ul><li>Minimum Required: 1+ years industry related college coursework</li></ul>
Systems &amp; Technology:
<ul><li>Proficient in Microsoft Excel, Word, PowerPoint, Outlook</li></ul>
About Stifel:
<div>
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&rsquo; 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.</div><div></div><div><br>
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&rsquo;s talk about how you can find your place here at Stifel, where success meets success.</div><div></div><div><br>
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.</div><div></div><div><br>
Stifel is an Equal Opportunity Employer.</div></div>

Branch Intern

Join Stifel and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Stifel

About Company

Trust Investment Analyst

Fund Banking Analyst

Branch Intern