Stifel Charitable Intern- Summer 2027

Stifel Financial Corp.; St. Louis (MO); On-site; USD 21,000 - 30,000; Full time

Job summary

Stifel Financial Corp. seeks a Charitable Intern to support data analysis, document migration, and project initiatives within Stifel Trust and Charitable.

The role offers exposure to donor-advised funds, charitable planning, trust services, and related functions while shadowing professionals across teams. Ideal candidates are pursuing undergraduate or graduate studies in business/finance/economics/data analytics, with strong analytical skills and proficiency in Microsoft Office.

Qualifications

• Pursuing an undergraduate or graduate degree in a related field.
• Proficient in Microsoft Office; data analysis is preferred.
• Strong analytical and problem-solving abilities.

Responsibilities

• Assist with data analysis projects, data gathering and summarization for departmental initiatives.
• Support migration, organization, and validation of documents and records per procedures.
• Review migrated data for completeness, accuracy, and consistency; escalate discrepancies.
• Shadow Trust and Charitable teams to understand donor-advised funds, charitable planning, and related operations.
• Prepare reports, spreadsheets, presentations, and process documentation for projects.
• Collaborate with team members to meet deadlines and provide progress updates.

Skills

Analytical skills

Attention to detail

Organizational skills

Communication skills

Teamwork

Education

Business/Finance/Economics/Data Analytics/Nonprofit Management/IS (pursuing undergrad/grad)

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Why Stifel

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.

Why Stifel

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 Stifel Charitable Intern will support projects and operational activities within Stifel Trust and Charitable while gaining exposure to donor‑advised funds, charitable planning, trust services, and related business functions. The intern will assist with data analysis projects, document migration and organization, and other departmental initiatives while shadowing professionals across the Trust and Charitable teams. This internship provides an opportunity to develop analytical, organizational, and professional skills while learning how Stifel supports charitable programs, clients, financial advisors, and nonprofit organizations.

What We're Looking For

• Assist with data analysis projects by gathering, organizing, reviewing, and summarizing information to support departmental initiatives.
• Support the migration, organization, and validation of documents and records in accordance with established procedures.
• Review migrated documents and data for completeness, accuracy, and consistency, and elevate discrepancies as appropriate.
• Shadow professionals across the Trust and Charitable teams to develop an understanding of donor‑advised funds, charitable planning, trust services and investments, program operations, grant compliance, accounting, and client support.
• Assist with preparing reports, spreadsheets, presentations, process documentation, and other project deliverables.
• Support departmental projects involving operational processes, documentation, reporting, recordkeeping, or workflow improvements.
• Collaborate with team members to complete assignments, provide progress updates, and meet established deadlines.
• Participate in team meetings, training opportunities, and informational sessions to build knowledge of Stifel Charitable and related business functions.

What You'll Bring

• Strong analytical and problem‑solving skills.
• Excellent attention to detail and commitment to accuracy.
• Strong organizational and time‑management skills.
• Effective written and verbal communication skills.
• Ability to work independently and collaboratively, with a willingness to learn new concepts and processes.

Education & Experience

• Minimum Required: Currently pursuing an undergraduate or graduate degree in Business Administration, Finance, Accounting, Economics, Data Analytics, Nonprofit Management, Information Systems, or a related field.

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
• Ability to learn and use firm‑approved Trust, Charitable, document‑management, reporting, and collaboration systems.
• Experience organizing or analyzing data in Microsoft Excel is preferred.

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’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.

Stifel is an Equal Opportunity Employer.