Platform Strategy Intern - Client Reporting (Summer 2027)

Messiah University; St. Louis (MO); Vor Ort; USD 25.000 - 30.000; Vollzeit

Benefits dieser Stelle

Health, dental, and vision care

401k plan

Wellness initiatives

Life insurance

Paid time off

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Problem-solving

Time management

Communication

Financial services familiarity

MS Office

Ausbildung

Bachelor’s degree in progress

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Jobbeschreibung

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.