Full-Time

FI Int Rate Ops Support Analyst I

Confirmed live in the last 24 hours

Stifel

Stifel

5,001-10,000 employees

Full-service brokerage and investment banking.

No salary listed

Junior, Mid

Cleveland, OH, USA

Category
Generalist Operations
Customer Experience & Support
Operations & Logistics
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
  • Ability to learn a general understanding of rules/regulations and policies that pertain to the department.
  • Initiative and self-direction when performing tasks with the ability to organize and prioritize effectively to meet deadlines.
  • Able to handle large workload that varies based on projects and heavy volume periods.
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
Responsibilities
  • Trade booking of interest rate derivative products (interest rate swaps and options including caps, collars, and floors) in the derivatives back office system.
  • Daily portfolio valuations for bank clients.
  • Preparation, distribution, and collection of swap documentation.
  • Review loan documentation to ensure cross-collateralization of the loan and swap products to ensure loan terms match the swap structure.
  • Preparation and transmission of all settlement and rate reset notifications and corresponding reports to bank clients.
  • Regulatory reporting, trade affirmations, and additional projects as they arise.

Stifel provides a wide range of financial services, including brokerage, trading, investment banking, and investment advisory, to individual investors, businesses, and municipalities. Their services are available through over 400 locations across the United States. Stifel stands out as the 7th largest brokerage firm in the country, employing around 2,300 financial advisors. They are known for their strong equity research department, which has received recognition from major financial publications. Unlike many competitors, Stifel has been recognized for high employee advisor satisfaction, ranking as the top wealth management firm in this regard according to the J.D. Power study. The company's goal is to deliver comprehensive financial solutions while maintaining a high level of advisor satisfaction and client service.

Company Size

5,001-10,000

Company Stage

IPO

Headquarters

St. Louis, Missouri

Founded

1890

Simplify Jobs

Simplify's Take

What believers are saying

  • Stifel's tech financing could lead to more opportunities in the tech sector.
  • Sports sponsorships may enhance customer engagement and brand visibility.
  • Diversification strategy in real estate and energy enhances portfolio stability.

What critics are saying

  • $2.3M fine for supervision failures may impact financial standing and reputation.
  • Acquisitions in various sectors expose Stifel to market volatility risks.
  • ClickHouse credit facility poses risk if financial obligations aren't met.

What makes Stifel unique

  • Stifel's $100M credit facility for ClickHouse shows strong tech sector involvement.
  • Long-term partnership with U.S. Ski & Snowboard enhances brand visibility in sports.
  • Jonathan Siegmann's appointment indicates strategic focus on aerospace and defense sectors.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Retirement Plan

Wellness Program

Paid Vacation

Company News

ETF Daily News
May 31st, 2025
BNP Paribas Financial Markets Acquires 17,786 Shares of Kyverna Therapeutics, Inc. (NASDAQ:KYTX)

Stifel Financial Corp acquired a new stake in Kyverna Therapeutics in the fourth quarter valued at $147,000.

Finsmes
May 29th, 2025
ClickHouse Raises $350M in Series C Funding

In addition to this financing, ClickHouse has secured a $100 million credit facility led by Stifel and Goldman Sachs.

GlobeNewswire
May 13th, 2025
U.S. Ski & Snowboard, Stifel Extend Groundbreaking Title Partnership Through 2034

PARK CITY, Utah and ST. LOUIS, May 13, 2025 (GLOBE NEWSWIRE) -- U.S. Ski Snowboard and Stifel Financial Corp. (NYSE: SF) are proud to announce a landmark renewal of their partnership from May 2026 through April 2034. This unprecedented 8-year agreement marks the most expansive partnership in U.S. Ski Snowboard’s history and reflects a bold, shared vision through the next three Olympic and Paralympic Winter Games

PR Newswire
May 9th, 2025
Building Hope Celebrates Impact Summit Success And Awards $188,500 In Grants

Charter School Leaders Gathered in Miami for Two Days of Inspiration, Innovation, and CelebrationWASHINGTON, May 9, 2025 /PRNewswire/ -- Building Hope, the non-profit leader in charter school facilities, financing, and services, successfully concluded its fourth annual IMPACT Summit and awarded $188,500 in grants in recognition of outstanding charter school contributions in community engagement, educational innovation, student empowerment, charter school leadership, and volunteerism. The Summit brought together hundreds of charter school leaders from across the country to celebrate excellence in education and honor 14 trailblazing charter schools and one parent volunteer

PR Newswire
May 7th, 2025
Silicon Labs to Participate at Upcoming Investor Conferences

Dean Butler, CFO, will participate in Stifel's Boston Cross Sector 1x1 Conference in Boston, MA on Wednesday, June 4th, 2025, and Baird's Global Consumer, Technology & Services Conference on Thursday, June 5th, 2025, in New York City.