Description
Stifel Bank & Trust is seeking a motivated and detail-oriented intern to join our Private Bank Lending team as a Credit Analyst Intern. This team provides customized lending solutions for Ultra-High Net Worth individuals, Family Offices, and entrepreneurs. As part of the Private Bank Lending team, you will collaborate with Financial Advisors and other experts to understand complex assets and support the needs of highly sophisticated clients. As a Credit Analyst Intern, you will support the team with underwriting new lending transactions, managing existing loans, and monitoring portfolio risk. This internship provides exposure to Private Banking, Wealth Management, and Commercial lending, as well as hands-on experience in the end-to-end credit process.
What We're Looking For
Assist in analyzing various assets, such as public securities, real estate, and private company ownership, to evaluate loan collateral.
Conduct research on collateral and financial markets, and work with team members to assess risks.
Help prepare credit documentation, term sheets, and credit memorandums.
Support the team in conducting regular reviews of active loans.
Assist with renewal requests, amendments, and other client requests.
Track and coordinate loan requirements, reporting needs, and collaboration with other departments.
Learn to use various banking systems and tools to support loan monitoring.
Participate in portfolio risk management and reporting.
What You'll Bring
Self-starter with strong attention to detail and a team-oriented mindset.
Critical thinker with an interest in financial markets, banking, and wealth management.
Strong skills in Excel and PowerPoint. Familiarity with VBA, SQL, or Bloomberg is a plus.
Currently pursuing a Bachelor's Degree in finance, accounting, or a related business or quantitative field.
Education & Experience
- Currently pursuing a Bachelor's Degree in finance, accounting, or a related business or quantitative field. Junior level preferred.
Systems & Technology
- Proficient in Microsoft Word and Excel.
About Stifel
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's bank and trust companies are affirmative action and equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following posters: Know Your Rights and Pay Transparency.
Stifel is an Equal Opportunity Employer.
We Value Diversity
Stifel is an equal opportunity employer dedicated to fostering, cultivating, and preserving a culture of diversity and inclusion by embracing and welcoming everyone. At Stifel, we believe a diverse team is a critical element of how we find success and strive to build on diversity, inclusion, respect, and engagement in all that we do, across the firm. Accordingly, we welcome applications for employment from all qualified candidates.
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