Client Coverage Analyst
Stifel's Client Coverage group leads cross-organizational business development for the firm and is responsible for the coordination and delivery of resources across the platform to clients.
The Client Coverage Analyst will have a unique opportunity to receive exposure to a full platform and a variety of senior leaders throughout the Firm.
This position will gain an understanding of the full capabilities of the Stifel platform while promoting the Firm's cross-organizational business development strategy.
ESSENTIAL DUTIES AND RESPONSIBILITIES Interface regularly with senior client-facing professionals across the organization and their clients to develop cross-organizational business opportunities.
Interface with firm senior management on strategy and manage related deliverables.
Speak knowledgeably about the Firm's capabilities and service offerings.
Follow up on and track the progress of opportunities.
Maintain various databases and cross-organizational revenue reporting tools.
Create and manage educational, marketing, and other presentation materials.
Review, assess and present new opportunities to relevant stakeholders across the business units.
Some travel by car and/or air in conjunction with local, regional, and /or national travel, up to 10%, QUALITIFIACTIONS Basic understanding of Investment Banking and general Wealth Management functions.
Basic understanding of accounting and finance, specifically around financial statement and evaluation methodologies.
Knowledge of the multiple facets of the Stifel platform.
Ability to combine a highly entrepreneurial platform with the capabilities and resources of a large financial services firm.
EDUCATION AND EXPERIENCE Minimum required:
Bachelor's Degree in Finance/Accounting or related field.
Minimum required:
0 to 2 years Investment Banking or related experience.
LICENSES AND CREDENTIALSMinimum required:
None.
SYSTEMS AND TECHNOLOGY Proficient in Microsoft Excel, Word, Power-Point and Outlook.
Experience in Capital IQ (S&P Capital IQ) ABOUT STIFEL Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms.
Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors.
We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises.
In addition, our Stifel Bank subsidiary provides a comprehensive range of banking services.
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.
The health and safety of our employees and candidates is very important to us.
We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates.
We look forward to virtually meeting you.
Stifel is an Equal Opportunity Employer.
Recommended Skills Business Development Client Coverage Databases Finance Investment Banking Marketing Estimated Salary: $20 to $28 per hour based on qualifications.
The Client Coverage Analyst will have a unique opportunity to receive exposure to a full platform and a variety of senior leaders throughout the Firm.
This position will gain an understanding of the full capabilities of the Stifel platform while promoting the Firm's cross-organizational business development strategy.
ESSENTIAL DUTIES AND RESPONSIBILITIES Interface regularly with senior client-facing professionals across the organization and their clients to develop cross-organizational business opportunities.
Interface with firm senior management on strategy and manage related deliverables.
Speak knowledgeably about the Firm's capabilities and service offerings.
Follow up on and track the progress of opportunities.
Maintain various databases and cross-organizational revenue reporting tools.
Create and manage educational, marketing, and other presentation materials.
Review, assess and present new opportunities to relevant stakeholders across the business units.
Some travel by car and/or air in conjunction with local, regional, and /or national travel, up to 10%, QUALITIFIACTIONS Basic understanding of Investment Banking and general Wealth Management functions.
Basic understanding of accounting and finance, specifically around financial statement and evaluation methodologies.
Knowledge of the multiple facets of the Stifel platform.
Ability to combine a highly entrepreneurial platform with the capabilities and resources of a large financial services firm.
EDUCATION AND EXPERIENCE Minimum required:
Bachelor's Degree in Finance/Accounting or related field.
Minimum required:
0 to 2 years Investment Banking or related experience.
LICENSES AND CREDENTIALSMinimum required:
None.
SYSTEMS AND TECHNOLOGY Proficient in Microsoft Excel, Word, Power-Point and Outlook.
Experience in Capital IQ (S&P Capital IQ) ABOUT STIFEL Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms.
Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors.
We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises.
In addition, our Stifel Bank subsidiary provides a comprehensive range of banking services.
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.
The health and safety of our employees and candidates is very important to us.
We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates.
We look forward to virtually meeting you.
Stifel is an Equal Opportunity Employer.
Recommended Skills Business Development Client Coverage Databases Finance Investment Banking Marketing Estimated Salary: $20 to $28 per hour based on qualifications.
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