Not specified; not specified; comprehensive benefi...
Remote
Bachelor's degree in finance or accounting
1 to 3 years financial services experience
Solid understanding of corporate and retail lending
Stifel Financial Corp is seeking a Securities Based Analyst I to provide support for securities-based lending, working closely with Financial Advisors, Loan Officers, and clients. The ideal candidate will have a background in finance or accounting, with 1-3 years of experience in the financial services industry. Stifel promotes a client-focused culture and offers a comprehensive benefits package
Job Summary
The role involves proactively providing securities-based lending awareness and support to Financial Advisors, Loan Officers, and Clients.
Responsibilities include underwriting, structuring, and processing securities-based loans while preparing credit memoranda for review.
Stifel offers a comprehensive benefits package including health, dental, vision care, 401k, wellness initiatives, and paid time off.
Matching Summary
Match Score: 85
Stifel Financial Corp is seeking a Securities Based Analyst I to provide support for securities-based lending, working closely with Financial Advisors, Loan Officers, and clients. The ideal candidate will have a background in finance or accounting, with 1-3 years of experience in the financial services industry. Stifel promotes a client-focused culture and offers a comprehensive benefits package.
Salary
Not specified; Not specified; Comprehensive benefits package including health, dental, vision, 401k, wellness, life insurance, PTO
Skills & Requirements
Must-have
Bachelor's degree in finance or accounting
1 to 3 years financial services experience
Solid understanding of corporate and retail lending
Advanced Microsoft Excel skills
Knowledge of banking regulations
Nice-to-have
Excellent organizational and communication skills
Ability to analyze data and form conclusions
Experience with securities and brokerage business
Key Requirements
Bachelor's Degree in finance, accounting, or business related field
1 to 3 years' experience in the financial services industry