Platform Strategy Intern: Client Reporting & Analytics

Stifel Financial Corp.; St. Louis (MO); Sur place; USD 21 000 - 30 000; Temps partiel

Avantages offerts par ce poste

Health, dental and vision care

401k

Wellness initiatives

Life insurance

Paid time off

Résumé du poste

Stifel Financial Corp. is seeking a Platform Strategy-Client Reporting Intern to support the development and implementation of projects across the Investment Products and Services platform.

You will work with Platform Strategy Specialists, gaining exposure to project management, business analysis, and strategic development within the firm. The role involves assisting in task execution, documenting plans, and preparing materials for launches, with emphasis on learning and collaboration in a

Qualifications

• Currently enrolled in a bachelor’s degree program, preferably in Business, Finance, or a related field, with at least one year of college education completed.

Responsabilités

• Assist with day-to-day project tasks related to key firm initiatives for small/medium projects.
• Help create and update project documentation (plans, schedules, status reports).
• Participate in business process analysis and data gathering to address business needs.
• Attend design review and requirements sessions to learn documenting and resolving project issues.
• Collaborate to understand project requirements and assist in developing design solutions.
• Help prepare marketing and training materials and support project launch activities.
• Assist in designing and executing test scripts for new platform features.

Connaissances

Problem solving

Time management

Communication

Financial services interest

MS Office

Formation

Bachelor's degree program in Business or Finance (in progress)

Outils

Microsoft Word

Microsoft Excel

PowerPoint

Description du poste

Stifel Financial Corp. is seeking a Platform Strategy-Client Reporting Intern to support the development and implementation of projects across the Investment Products and Services platform.

You will work with Platform Strategy Specialists, gaining exposure to project management, business analysis, and strategic development within the firm. The role involves assisting in task execution, documenting plans, and preparing materials for launches, with emphasis on learning and collaboration in a