Platform Strategy Intern- Summer 2027

Stifel

Saint Louis, MOOn-siteInternship
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Location
Saint Louis, MO
Work style
On-site
Job type
Internship
Posted
Oct 22
1 day ago
Career path

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About the company

Stifel

Financial services · 5,001 to 10,000 employees

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.

Stifel on LinkedIn

What you'll do

  • Perform complex and confidential administrative duties in support of the functional area
  • Contribute to projects that support the business
  • Research legal, regulatory, and other topics within the wealth management industry
  • Attend training and development presentations
  • Document required processes for ongoing system support
  • Maintain detailed logs tracking user enhancement requests
  • Participate in requirements gathering for ongoing system updates
  • Help facilitate user integration and acceptance testing

What you need

  • High School Diploma or equivalent
  • Pursuing Bachelor's Degree in Business Administration or related field
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook
  • Effective organizational skills with strong attention to detail
  • Ability to communicate effectively in writing
  • Effective time management skills

Key skills

Microsoft ExcelPowerPointOutlookorganizational skillsattention to detailtime management skillscommunicate effectively in writinglogic and reasoningwealth management

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Perks

  • health
  • dental
  • vision care
  • 401k
  • wellness initiatives
  • life insurance
  • paid time off

See full description on company page, apply now

Read the full posting here
Platform Strategy Intern- Summer 2027 Location US-MO-Saint Louis ID 2026-9918 Category Intern Position Type Temporary | Full Time Work Type Onsite 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 Under immediate supervision, the Intern will represent the Platform Strategy and Reporting Services Team by performing a wide variety of complex and confidential administrative duties in support of the functional area. This position will have the opportunity to work in other service areas and develop professionally by contributing to projects that support the business. What We're Looking For Apply academic knowledge to learning new skills by contributing to various projects. Research various legal, regulatory, and other topics within the wealth management industry. Attend training and development presentations to enhance professional competencies. Document required processes for ongoing system support, maintain detailed logs tracking user enhancement requests, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing. Participate in with the documentation of required processes for ongoing system or service support, organize requirements gathering sessions for ongoing enhancement requests, and own user integration and acceptance testing efforts. What You'll Bring Effective organizational skills with strong attention to detail and an ability to manage time effectively to meet tight deadlines while managing a high volume of requests. Ability to communicate effectively in writing as appropriate for the needs of the audience. Ability to combine small amounts of information to form conclusions or plans. Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Effective time management skills and ability to work on a variety of tasks, changing focus throughout the lifecycle of a project. Interest in expanding knowledge of the wealth management business, including as it relates to investment products. Education & Experience Minimum Required: High School Diploma or equivalent. Pursuing Bachelor's Degree in Business Administration or related field. Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, and 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 is an Equal Opportunity Employer. Options Apply Apply Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Join our Talent Community! Join our Talent Community to receive updates on new opportunities and future events. Application FAQs Software Powered by ICIMS www.icims.com

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