Advisory Services Intern - Finance Analytics (Summer 2027)

Stifel; United States; On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Summer internship

Job summary

Stifel invites motivated students to join the Advisory Services Internship. You will engage with advisory programs supporting financial advisors, branches, and clients.

Work alongside experienced team members and gain exposure to program management, advisor support, business operations, analytics, compliance considerations, and emerging technology. You will assist with research, reporting, data analysis, and project work while learning Microsoft Copilot, Thomson One, and wealth-management tools.

Qualifications

• Currently pursuing a degree in Business, Finance, Analytics, Economics, or related field.
• Completion of at least one year of college coursework preferred.
• Interest in finance, investing, wealth management, business operations, data analytics.

Responsibilities

• Assist with research, reporting, quality reviews, and special projects that help enhance Advisory programs and services.
• Review business and program data, identify trends, and translate findings into insights for the team and leadership.
• Participate in job shadowing, program rotations, and learning opportunities across multiple Advisory teams.
• Explore how technology, including Microsoft Copilot and other AI tools, can improve efficiency and data analysis.
• Collaborate with interns on a summer-long project and present recommendations to Advisory leadership.

Skills

Analytical thinking

Problem-solving

Written communication

Verbal communication

Organization

Education

Pursuing degree in Business/Finance/Analytics/Economics

Completed at least 1 year of college coursework

Tools

Microsoft Copilot

Thomson One

Reporting tools

Wealth management apps

Excel

Word

PowerPoint

Outlook

Job description

Stifel invites motivated students to join the Advisory Services Internship. You will engage with advisory programs supporting financial advisors, branches, and clients.

Work alongside experienced team members and gain exposure to program management, advisor support, business operations, analytics, compliance considerations, and emerging technology. You will assist with research, reporting, data analysis, and project work while learning Microsoft Copilot, Thomson One, and wealth-management tools.