Platform Strategy-Client Reporting Intern- Summer 2027

Messiah University; St. Louis (MO); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Health, dental, and vision care

401k plan

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel is seeking a Platform Strategy-Client Reporting Intern for Summer 2027 in St. Louis.

The role supports development and implementation of projects within the Investment Products and Services platform, learning project management, business analysis, and strategic development. You will collaborate with Platform Strategy Specialists and assist in documentation, testing, and training material preparation.

Qualifications

• Currently enrolled in a bachelor’s degree program with at least one year completed.
• Interest or coursework in finance/wealth management is a plus.
• Strong written and verbal communication skills; detail-oriented.

Responsibilities

• Support day-to-day project tasks for small to medium initiatives.
• Assist in creating and updating project plans, schedules, and status reports.
• Gather requirements and participate in design reviews to document issues.
• Help prepare marketing and training materials and support project launch activities.
• Assist in drafting test scripts for new platform features.

Skills

Problem-solving

Time management

Communication

Financial services familiarity

MS Office

Education

Bachelor’s degree in progress

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Platform Strategy-Client Reporting Intern- Summer 2027

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 Platform Strategy-Client Reporting Intern supports the development and implementation of projects that are essential to Stifel's Investment Products and Services platform. Working alongside Platform Strategy Specialists, the Intern assists in project tasks and builds familiarity with Stifel's investment products, operational processes, compliance policies, and technology infrastructure. The Intern gains exposure to project management, business analysis, and strategic development within the firm.

What We’re Looking For

• Assist with day-to-day project tasks related to key firm initiatives, supporting the execution of small and medium-scale projects.
• Help create and update project documentation, such as plans, schedules, and status reports, under the guidance of senior team members.
• Participate in business process analysis and data gathering to address business needs, providing recommendations to team leads.
• Attend design review and requirements gathering sessions to learn how to document and resolve project issues.
• Collaborate with team members to understand project requirements and assist in developing design solutions.
• Help prepare marketing and training materials and support project launch activities to facilitate adoption.
• Assist senior team members in the design and execution of test scripts for new platform features.

What You’ll Bring

• Basic problem-solving skills with a willingness to seek guidance and learn from team members.
• Ability to manage time effectively while balancing multiple tasks.
• Strong written and verbal communication skills, with attention to detail.
• General knowledge or interest in financial services, especially in wealth management and investment products (e.g., securities, stocks, bonds, funds).
• Familiarity with Microsoft Office applications, especially Word, Excel, and PowerPoint.

Education & Experience

• Minimum Required: Current enrollment in a bachelor’s degree program, preferably in Business, Finance, or a related field, with at least one year of college education completed.

Systems & Technology

• Proficient in Microsoft Word and Excel.
• Interest in learning investment research software and project management tools.

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.