Insurance à United States

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.

Under immediate supervision, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to senior Research Analysts. Should be adept at or able to quickly learn and apply core research skills including accounting, finance, valuation, modeling, and proficient verbal and written communication.

• Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.
• Formulate mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters.
• Analyze information obtained from management to conceptualize and define operational problems.
• Perform validation and testing of models to ensure adequacy; reformulate models as necessary.
• Build and update comp sheets.
• Manage databases and electronic data services (e.g., Bloomberg, FactSet).
• Meet the special project demands of senior Research Analysts.
• Use all resources to locate relevant data.
• Build industry knowledge and contacts.

• Inductive Reasoning - ability to combine pieces of information to form general rules or conclusions.
• Critical Thinking - using logic and reasoning to evaluate solutions, conclusions, or approaches to problems.
• Judgment and Decision Making - considering costs and benefits to choose the most appropriate action.
• Time Management - managing time and priorities to meet deadlines.
• Oral and Written Expression - effectively communicating information and ideas.
• Economics, Accounting, Finance, and Securities Analysis - knowledge of financial principles, markets, industry, and terminology.

• Bachelor's degree required.
• 0 to 2 years of relevant industry experience preferred.

• None required.

• Proficiency in Microsoft Excel, Word, PowerPoint, Outlook.

Salary varies based on qualifications, skills, and competencies. The total compensation package includes base salary, discretionary bonuses, health/dental/vision insurance, flexible spending accounts, tuition & certification assistance, paid time off, and more. For details, visit Stifel Benefits. Applications accepted until filled.

Founded in 1962 by Harry Keefe, Jr., Gene Bruyette, and Norbert Woods as Keefe, Bruyette & Woods (KBW), the firm started with five employees and $50,000 capital, focusing on regional banks. Today, KBW is recognized as a leading expert in financial services, with top rankings in research and industry trading.