Client Coverage Analyst Job Listing at Stifel in Philadelphia, PA (Job ID 6928)

Description

Stifel's Client Coverage group leads cross-organizational business development for the firm and is responsible for the coordination and delivery of resources across the platform to clients. The Client Coverage Analyst will have a unique opportunity to receive exposure to a full platform and a variety of senior leaders throughout the Firm. This position will gain an understanding of the full capabilities of the Stifel platform while promoting the Firm's cross-organizational business development strategy.

• Interface regularly with senior client-facing professionals across the organization and their clients to develop cross-organizational business opportunities.
• Interface with firm senior management on strategy and manage related deliverables.
• Speak knowledgeably about the Firm's capabilities and service offerings.
• Follow up on and track the progress of opportunities.
• Maintain various databases and cross-organizational revenue reporting tools.
• Create and manage educational, marketing, and other presentation materials.
• Review, assess and present new opportunities to relevant stakeholders across the business units.

• Basic understanding of Investment Banking and general Wealth Management functions.
• Basic understanding of accounting and finance, specifically around financial statement and evaluation methodologies.
• Knowledge of the multiple facets of the Stifel platform.
• Ability to combine a highly entrepreneurial platform with the capabilities and resources of a large financial services firm.
• Some travel by car and/or air in conjunction with local, regional, and/or national travel, up to 10%.

• Minimum Required: Bachelor's Degree in Finance/Accounting or related field
• Minimum Required: 1-3 years' Investment Banking or related experience

• Minimum Required: None

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook
• Experience in Capital IQ (S&P Capital IQ)

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 is an Equal Opportunity Employer.