Finance Advisory Intern – Summer 2027 (Analytics)

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

Job summary

Stifel seeks an Advisory Services Intern to support advisory programs, analyze data, and assist with research, reporting and process improvements. You will work with teams across advisory groups, gain exposure to operations and technology, and participate in a summer-long project.

The role involves hands-on assignments, job shadowing and rotations, with opportunities to learn wealth management tools and reporting practices in a collaborative environment.

Qualifications

• Curiosity about finance, investing, wealth management or related fields.
• Strong analytical and problem-solving skills with data insights.
• Clear written and verbal communication abilities.
• Organized, able to manage multiple assignments and collaborate.

Responsibilities

• Assist with research, reporting, quality reviews and special projects.
• Review data, identify trends and translate findings into insights.
• Participate in job shadowing, rotations and learning opportunities.
• Explore AI tools, including Copilot, to improve efficiency and analysis.
• Collaborate with interns on a summer project and present recommendations.

Skills

Curiosity in finance

Analytical thinking

Clear communication

Team collaboration

Education

Pursuing degree in Business/Finance/Analytics

Job description

Stifel seeks an Advisory Services Intern to support advisory programs, analyze data, and assist with research, reporting and process improvements. You will work with teams across advisory groups, gain exposure to operations and technology, and participate in a summer-long project.

The role involves hands-on assignments, job shadowing and rotations, with opportunities to learn wealth management tools and reporting practices in a collaborative environment.