Stifel

Partner with Operations teams to identify needs, improve processes, and design, test, and support technology and automation solutions. | Requires a bachelor's degree or at least five years of relevant experience, analytical and problem-solving ability, and Microsoft Office proficiency; Power Platform, SQL, or VBA experience is preferred. | 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 Join a technology team that is transforming Operations through process improvement, automation, and technology solutions. As a Business Analyst, you will partner with Operations teams to understand business needs, solve problems, and help bring practical solutions to life. You will build expertise across Operations and technology while supporting solutions from idea through implementation and ongoing enhancement. Success in this role requires curiosity, strong problem-solving skills, and a desire to continuously find better ways of working. What We're Looking For Develop a strong understanding of assigned Operations functions and build subject matter expertise in the supporting data, applications, processes, and procedures Partner with Operations stakeholders to understand business needs, identify opportunities for improvement, and translate requirements into practical solutions Aid in the design, development, implementation, and enhancement of solutions that optimize processes and improve operational efficiency Provide ongoing support for developed solutions, including issue analysis, enhancements, and documentation Develop and execute comprehensive test plans by identifying and documenting practical use cases, expected outcomes, and required resources to ensure solutions effectively meet business requirements Maintain strong communication with stakeholders and peers following up as needed to provide transparency Initiate, develop, and maintain effective working relationships with team members as well as internal and external technology partners Work within established team standards and best practices to promote consistency and quality across work What You'll Bring Strong problem-solving and research skills with the ability to analyze issues from beginning to end and develop well-supported recommendations Strong analytical skills with high attention to detail to minimize risk to the firm Strong verbal, written and interpersonal communication skills with the ability to clearly communicate complex subject matter in an understandable manner Exhibits the capacity to think strategically about efficient and effective way to solve complex issues Ability to determine the appropriate course of action based on knowledge attained from various stakeholders Basic understanding of financial industry terminology and concepts Education & Experience Minimum Required: Bachelor's degree or 5+ years of experience or equivalent combination of experience and education Systems & Technology Proficient in Microsoft Office Suite, primarily Excel, PowerPoint, and Outlook Experience with Microsoft Power Platform technologies, including Power BI, Power Automate, Power Apps, and Dataverse, is preferred but not required Experience using SQL, VBA, or similar technologies for data analysis and process automation is preferred #LI-AS1 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.

Partner with business units and product management to turn product strategy and data insights into specifications, test strategies, and improvements to customer relationships while training associates. | Requires a relevant bachelor's degree, at least five years of business analysis and data experience, and proficiency in T-SQL and business intelligence tools with wealth management industry knowledge. | 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 Sr. Business Analyst will apply strategic and analytical skills to the support and expansion of firm priorities. The Sr. Analyst will partner with business units and product management to develop and test strategies that ultimately impact the bottom line. Your contribution as a Sr. Digital Solutions Analyst is essential to our collaborative environment that values your insight, encourages you to take on new responsibilities, promotes continuous learning, and rewards innovation. What We're Looking For Develop an understanding of the Stifel business & data models, and use that knowledge to optimize the relationship between the company and the customer Applies knowledge of data structure, products/services, customer needs, business operations and technology to facilitate improvements related to client or firm experience Partners with Product Management and Agile teams to cultivate meaningful data sets that curate compelling stories of our digital user base that can be leveraged for reactive and proactive strategy designs Partners with Technology & Business units to conduct competitive analysis including ad-hoc data sets and reports Maintains awareness and consideration of enterprise risk Leverages data insights as needed to translate product strategy into detailed specifications and user interface design tradeoffs Demonstrates leadership including oversight of training and development of fellow associates Identifies team and individual skillsets and bandwidth to effectively triage new assignments and delegate tasks on larger team efforts What You'll Bring Strong analytical, organizational, leadership, and people skills Excellent verbal and written communication skills with the ability to build collaborative relationships across various levels in the organization ( e.g., executive management, team members, individual contributors.) Ability to manage multiple projects and tasks simultaneously, flexibility and adaptability to change, decision-making and critical thinking skills Experience with Kanban, the Scaled Agile Framework, Agile, or Scrum processes Ability to understand evolving technologies and relate to current business demands Must have intermediate knowledge of the securities industry and company policies Demonstrated ability of taking ownership, prioritizes appropriately, and propose business solutions to solve issues Strong ability to leverage Microsoft T-SQL or business intelligence tools to create queries which model and/or aggregate large complex datasets Ability to conceptualize and develop normalized data sets for enterprise wide business intelligence purposes Strong Wealth Management domain experience. Education & Experience Minimum Required: Bachelor's Degree in Information Technology, Computer Science, Business Administration or equivalent experience Minimum Required: 5+ years related experience in analysis of business practices and related data Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, Outlook, PowerPoint Understands client/server computing architecture, user interfaces and application programing interfaces Understand concepts related to relational databases Ability to create advanced SQL queries Experience with ticketing or workflow systems such as JIRA Wealth Management industry knowledge Data analysis capabilities Business process understanding Operational and controls awareness Strong analytical and communication skills 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.