Charitable Trust & Data Analytics Intern

Stifel, Incorporated; St. Louis (MO); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Health

Dental & Vision

401k

Wellness Initiatives

Life Insurance

PTO

Job summary

Stifel is seeking a Charitable Intern to support projects and operational activities within Stifel Trust and Charitable. You will gain exposure to donor-advised funds, charitable planning, trust services, and related business functions while assisting with data analysis, migration, and documentation tasks.

The internship emphasizes analytical and professional growth within a collaborative environment. The role involves shadowing professionals, preparing reports and presentations, and

Qualifications

• Strong analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Strong organizational and time-management skills.
• Effective written and verbal communication skills.

Responsibilities

• Assist with data analysis projects by gathering, organizing, reviewing, and summarizing information to support departmental initiatives.
• Support the migration, organization, and validation of documents and records in accordance with established procedures.
• Review migrated documents and data for completeness, accuracy, and consistency, and elevate discrepancies as appropriate.
• Shadow professionals across the Trust and Charitable teams to develop an understanding of donor-advised funds, charitable planning, trust services and investments, program operations, grant compliance, accounting, and client support.
• Assist with preparing reports, spreadsheets, presentations, process documentation, and other project deliverables.
• Support departmental projects involving operational processes, documentation, reporting, recordkeeping, or workflow improvements.
• Collaborate with team members to complete assignments, provide progress updates, and meet established deadlines.
• Participate in team meetings, training opportunities, and informational sessions to build knowledge of Stifel Charitable and related business functions

Skills

Analytical thinking

Attention to detail

Organizational skills

Verbal communication

Independent learner

Education

Undergrad or grad in business/finance/analytics

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel is seeking a Charitable Intern to support projects and operational activities within Stifel Trust and Charitable. You will gain exposure to donor-advised funds, charitable planning, trust services, and related business functions while assisting with data analysis, migration, and documentation tasks.

The internship emphasizes analytical and professional growth within a collaborative environment. The role involves shadowing professionals, preparing reports and presentations, and