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Stifel Bank

63 Stifel Financial Portfolio Associate Jobs Hiring Near You

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 ... The Trust Investment Analyst is part of the portfolio management team and works closely with ...

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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 are the most popular jobs at Stifel Financial?

Commercial Credit Analyst- Broadly Syndicated Lending

Stifel

Saint Louis, MO • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 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 Credit Analyst will provide support to the Commercial Lenders and Portfolio Managers with emphasis on financial analysis in determining the creditworthiness of a borrower. The Credit Analyst will have exposure to both private and public companies over a wide variety of industries, cash flow and other types of lending, and direct and syndicated loan opportunities.

What We're Looking For
  • Analyze business financial statements and create cash flow models to be utilized in support of new and existing commercial loans, renewal requests, and amendments.
  • Assist in the preparation of credit evaluation memorandums, annual and quarterly reviews, and accurate and timely risk ratings.
  • Assist in the ongoing management and monitoring of a commercial loan portfolio.
  • Ensure that certain financial statements and compliance certificates are up-to-date.
  • Maintain in-depth knowledge of the soundness of borrowers and collateral through financial research, including evaluating financial statements and analyzing third party data.
  • Assist in preparation of monthly Bank Board of Directors reports providing a summary of commercial relationships.
  • May assist with overarching Corporate Banking projects.
What You'll Bring
  • Self-motivated with strong work ethic.
  • Strong ability to effectively communicate (written and oral).
  • Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • Use of logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Strong ability to produce high quality work products independently and as part of a collegial team.
Education & Experience
  • Minimum Required: Bachelor's Degree in finance, accounting or equivalent experience
  • Minimum required: No experience required; 1+ years of commercial credit analyst work or related experience preferred. 
Licenses & Credentials
  • Minimum Required: None
Systems & Technology
  • Proficient in Microsoft Word, Excel, 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. 

Employment Type: FULL_TIME

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