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Stifel Bank

64 Stifel Financial Research Analyst Jobs Hiring Near You

Stifel

Fund Banking Analyst

San Francisco, CA · On-site

$70K/yr

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 ...

Stifel

Fund Banking Analyst

San Francisco, CA · On-site

$70K - $100K/yr

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 ...

Stifel

Fund Banking Analyst

Manhattan, NY · On-site

$70K - $100K/yr

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 ...

Stifel

Fund Banking Analyst

San Francisco, CA · On-site

$70K - $100K/yr

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 ...

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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 here.
73% of people say they often feel stressed 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 Research Analyst jobs?

What are the most popular jobs at Stifel Financial?

Fund Banking Analyst

San Francisco, CA • On-site

Stifel
Commercial Banking • 201 - 500 employees
Learn more about Stifelexternal

$70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 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 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.
What We're Looking For
  • Gather, organize, analyze, and monitor borrower data to determine performance and produce various reports for management.
  • Assist in analyzing prospective credit decisions, which will include understanding a Borrower-s past performance, assets, or investors.
  • 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.
  • Perform ad-hoc requests and reports for Fund Banking or Venture Banking team members.

What You'll Bring
  • Basic understanding of the venture capital / private equity ecosystem and how private investment funds are structured.
  • Strong skills and experience in analyzing investment funds and their underlying objectives.
  • Knowledge of key financial principles.
  • Ability to work on a small entrepreneurial team and passion for improving processes and solving problems without highly structured guidance.
  • Strong ability to produce high-quality work products independently and as part of a collegial team.
  • Comfort in working directly with senior executives and investment firms.
  • Ability to work in an entrepreneurial culture with the desire to figure out how to solve problems and execute.

Education & Experience
  • Minimum Required: Bachelor-s Degree in finance, accounting, or another business-related field required.
  • Minimum Required: 1+ years of full-time work experience, preferably in commercial banking, finance, accounting, investment banking, or alternative investments.

Systems & Technology
  • Proficient in Microsoft 365.
  • Strong MS Excel skills with the preferred ability to use many different functions (pivot tables, macros, lookup/index match, etc.).

Compensation Range
Salary: USD $70,000.00/Yr. - USD $100,000.00/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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