Rotational Operations Intern- Summer 2027

First Roles; United States; On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Health, dental and vision care

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel’s Rotational Operations Internship offers students hands-on exposure to diverse operations teams, enabling practical experience across critical processes while developing analytical and regulatory awareness. You will learn across departments, support compliance monitoring, assist with advisor inquiries, and gain experience in documentation and stakeholder collaboration.

Requirements include pursuing a Bachelor's in finance or related field and proficiency in Excel, Word, PowerPoint, and

Qualifications

• Currently pursuing a Bachelor's degree in finance, accounting or related field.
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

Responsibilities

• Learn basic job functions and responsibilities across various departments.
• Collaborate with internal teams to support various business functions within operations.
• Support operations teams in monitoring compliance with regulatory requirements and industry best practices.
• Participate in projects aimed at improving operational efficiencies and enhancing the advisor/client experience.
• Conduct research and analysis on operational processes and industry trends to contribute to process improvements and identify potential risks.
• Maintain accurate documentation for individual account records within operational systems as needed.
• Assist with advisor inquiries under direct supervision.
• Build relationships across departments to understand the broader connection of workflows.
• Other projects as assigned.

Skills

Excel

Word

PowerPoint

Outlook

Education

Bachelor's degree in finance, accounting or related field

Job description

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.

Lets talk about how you can find your place here at Stifel, where success meets success .

The Rotational Operations Intern at Stifel will have the opportunity to collaborate with knowledgeable operations professionals and gain practical experience in a variety of specialized groups within the division. This internship will provide exposure to critical operational processes, develop analytical skills, and offer insights into the daily functions that support Stifels client services and overall business activity.

• Learn basic job functions and responsibilities across various departments.
• Collaborate with internal teams to support various business functions within operations.
• Support operations teams in monitoring compliance with regulatory requirements and industry best practices.
• Participate in projects aimed at improving operational efficiencies and enhancing the overall advisor and/or client experience.
• Conduct research and analysis on operational processes and industry trends to contribute to process improvements and identify potential risks.
• Maintain accurate documentation for individual account records within operational systems as needed.
• Assist with advisor inquiries under direct supervision.
• Build relationships across departments to understand the broader connection of workflows.
• Other projects as assigned.
• Strong interest in operational business and a desire to gain practical experience in the field.
• Excellent analytical and problem-solving skills, with strong attention to detail.
• Effective communication and interpersonal skills.
• Basic understanding of the securities and/or financial services industry or ability to learn and operate within regulatory frameworks.
• Proactive and self-motivated with a strong sense of responsibility.
• Ability to handle multiple tasks and prioritize workload.
• Minimum Required: Currently pursuing a Bachelor's degree in finance, accounting or related field.
• Preferred: Completed coursework or experience in operations, accounting, or finance.
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

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.

Lets 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.