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Stifel Bank
Stifel Bank

63 Stifel Financial Investment Associate Jobs Hiring Near You

Stifel

Associate, Venture Lending & Banking

Manhattan, NY · On-site

$90K - $120K/yr

Minimum Required: 1+ years' of commercial banking, investment banking, or private capital investing ... Stifel's bank and trust companies are equal opportunity employers. All candidates will be ...

Stifel

Trust Investment Analyst

Saint Louis, MO · On-site

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... Understand and comply with all regulations, including 12CFR9, Community Reinvestment Act, Bank ...

Stifel

Fund Banking Analyst

Saint Louis, MO · On-site

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... They work closely with fund managers, investment professionals, and other stakeholders to ensure ...

Stifel

Fund Banking Analyst

Saint Louis, MO · On-site

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... They work closely with fund managers, investment professionals, and other stakeholders to ensure ...

Stifel

Fund Banking Analyst

Manhattan, NY · On-site

$70K - $100K/yr

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... They work closely with fund managers, investment professionals, and other stakeholders to ensure ...

Stifel

Fund Banking Analyst

Irvine, CA

$70K - $100K/yr

Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... They work closely with fund managers, investment professionals, and other stakeholders to ensure ...

Stifel

Associate, Venture Lending & Banking

Manhattan, NY · On-site

$90K - $120K/yr

Minimum Required: 1+ years' of commercial banking, investment banking, or private capital investing ... Stifel's bank and trust companies are equal opportunity employers. All candidates will be ...

Stifel

Fund Banking Analyst

Saint Louis, MO · On-site

Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... They work closely with fund managers, investment professionals, and other stakeholders to ensure ...

Stifel

Fund Banking Analyst

San Francisco, CA

$70K - $100K/yr

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... They work closely with fund managers, investment professionals, and other stakeholders to ensure ...

Stifel

Fund Banking Analyst

Irvine, CA

$70K - $100K/yr

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... They work closely with fund managers, investment professionals, and other stakeholders to ensure ...

Stifel

Fund Banking Analyst

San Francisco, CA

$70K - $100K/yr

Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... They work closely with fund managers, investment professionals, and other stakeholders to ensure ...

Stifel Financial Corp.

$180 - $260/hr

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... We are a global wealth management and investment banking firm serious about innovation and fresh ...

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Stifel Bank Jobs Information

Do workers at Stifel get paid breaks?

Sometimes. Only some people get paid breaks.
38% of people say they don’t get paid breaks.
Based on data from 13 people who took the Breakroom Quiz between January 2025 and July 2026.

Does Stifel pay people when they’re sick?

Yes. Most people get paid when they’re sick.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and July 2026.

At Stifel, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
93% of people say they have to use vacation days when they’re out sick.
Based on data from 15 people who took the Breakroom Quiz between July 2025 and July 2026.

Is the health insurance from Stifel affordable enough for their workers?

Most people say the health insurance costs are okay.
88% of people say the health insurance costs are okay
Based on data from 16 people who took the Breakroom Quiz between March 2025 and July 2026.

Do people get paid time off at Stifel?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 16 people who took the Breakroom Quiz between July 2025 and July 2026.

Do workers at Stifel worry about hours?

Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 9 people who took the Breakroom Quiz between January 2025 and July 2026.

Do Stifel workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
44% report that they don’t have enough control over which shifts they work.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and July 2026.

How easy is it to get time off at Stifel?

Most people find it easy to get time off.
83% of people report it’s easy to get time off.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and July 2026.

Do Stifel managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and July 2026.

Do jobs at Stifel spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
9% of people report that their job takes up time that they don’t get paid for.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and July 2026.

How easy is it to take sick days at Stifel?

Most people find it easy to take sick days.
90% of people report that it’s easy to take time off if they are sick.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people at Stifel feel treated with respect by their managers?

Most people feel treated with respect by their managers.
83% of people say they’re treated with respect by their managers.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people at Stifel get to take their breaks without interruption?

Most people get breaks without interruption.
78% of people report that they get to take their breaks without interruption.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and July 2026.

Is it stressful to work at Stifel?

Most people feel stressed out here.
73% of people say they often feel stressed out at work.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people at Stifel enjoy their jobs?

Most people enjoy their job.
75% of people report they enjoy their job.
Based on data from 16 people who took the Breakroom Quiz between February 2025 and July 2026.

Do people at Stifel recommend working with their team?

Only some people recommend working with their team.
59% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people get enough training when they start at Stifel?

Some people didn’t get enough training when they started.
45% of people report they didn’t get enough training when they started working here.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people get support to advance at Stifel?

Only some people are given support to advance their career here.
In the last year, 47% of people report not being given support to advance their career here.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and July 2026.

Do people think Stifel’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
81% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 16 people who took the Breakroom Quiz between January 2025 and July 2026.

Do workers feel well informed about how Stifel is doing?

Most people feel well informed about how the company is doing.
76% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and July 2026.

What other companies are hiring for Investment Associate jobs?

What are the most popular jobs at Stifel Financial?

Associate, Venture Lending & Banking

Stifel

Manhattan, NY • On-site

$90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

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 Associate will be integrally involved in all facets of Stifel's Venture Banking Team's operations - from portfolio management to deal underwriting to strategic organizational projects. This role intertwines an understanding of accounting and financial principals with an candidate's desire to learn about sector and economic trends impacting the technology companies we work alongside. In joining our Boston team- this role will focus heavily on understanding and contributing withing the active debt processes - structuring, underwriting, and presenting to our credit team.
What We're Looking For
  • Involved in and eventually leading portfolio level analytics and reporting, including pipelines, portfolio tracking, board material development, and special projects with Group leads.
  • Focused on learning about various forms of debt and their applicability to businesses based on each company's unique attributes.
  • Able to contribute within deal processes - from the collection and review of diligence materials to the underwriting and internal presentation of credit packages to legal documentation.
  • Involved in the monitoring of a portfolio of borrowers to ensure compliance with loan covenants and report status up to the leadership team.
  • Attend industry events, networking functions, and conferences to represent the firm and build professional networks.

What You'll Bring
  • Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Effective communication in writing as appropriate for the needs of the audience.
  • Microsoft Office with emphasis on Excel software proficiency.

Education & Experience
  • Minimum Required: Bachelor's Degree in finance, accounting or another business related field required.
  • Minimum Required: 1+ years' of commercial banking, investment banking, or private capital investing experience required.

Licenses & Credentials
  • Minimum Required: None

Systems & Technology
  • Proficient in Microsoft Word, Excel, PowerPoint, Outlook

Compensation Range
Salary: USD $90,000.00/Yr. - USD $120,000.00/Yr.
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
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.

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