About the role#
The Stifel Charitable Intern will support operational activities within Stifel Trust and Charitable. You will gain exposure to donor-advised funds, charitable planning, and trust services. This is a full-time, paid internship for Summer 2027.
What you'll do#
- Assist with data analysis projects by gathering, organizing, and summarizing information.
- Manage the migration, organization, and validation of records and documents.
- Review migrated data for accuracy, completeness, and consistency.
- Shadow professionals across Trust and Charitable teams to understand operations, grant compliance, and client support.
- Prepare reports, spreadsheets, presentations, and process documentation.
- Support departmental projects focused on workflow improvements and recordkeeping.
- Collaborate with team members to complete assignments and provide progress updates.
- Participate in team meetings, training sessions, and informational programs.
What you'll need#
- Pursuing an undergraduate or graduate degree in Business Administration, Finance, Accounting, Economics, Data Analytics, Nonprofit Management, Information Systems, or a related field.
- Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
- Ability to learn firm-approved document-management, reporting, and collaboration systems.
- Strong analytical and problem-solving skills.
- Excellent attention to detail and a commitment to accuracy.
- Strong organizational and time-management skills.
- Effective written and verbal communication skills.
- Ability to work both independently and collaboratively with a willingness to learn new concepts.
Location & details#
- Location: Saint Louis, Missouri.
- Modality: On-site.
- Term: Summer 2027.
About Stifel Financial Corp.
Stifel Financial Corp. is a financial services holding company based in St. Louis, Missouri. It provides brokerage, investment banking, and advisory services to individual investors, businesses, and municipalities. The firm operates through more than 400 locations across the United States. It maintains a large network of financial advisors and manages multiple subsidiaries including retail banks and trust companies.
How to get in at Stifel Financial Corp.
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