Stifel Financial Corp. · 3 months ago
Equity Product Support Associate
US-NY-New York
Full-time
Onsite
Entry Level
1+ years expStifel Financial Corp. is a leading investment bank and broker dealer specializing in the financial services sector. The Equity Product Support Associate will assist with the operations and support of KBW’s Equity desk, managing systems and compliance, analyzing trade data, and mediating between various internal stakeholders.
BankingFinanceFinancial Services
Responsibilities
Support the equity sales and trading desk in New York City
Assist with managing and troubleshooting the firm’s OMS (Fidessa), including FIX connectivity, trade reporting and other execution services
Assist with implementing and testing systemic controls necessary for compliance with 15c3-5 and other regulatory obligations
Analyze trade data, commission metrics and other statistics to draw analytical conclusions for presentation to management and other internal stakeholders
Conduct routine account-based analytics to supplement specific firm objectives
Assist with the firm’s overall Commission Management, invoicing and CSA processes
Mediate with compliance, accounting and operations to address intraday matters and larger projects as they arise
Serve as an intermediary between traders, salespeople, clients, senior management, operations, compliance, IT, and other internal stakeholders
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics or Business, or equivalent experience
1+ years of relevant experience
SIE, FINRA Series 7 and Series 63, or ability to be obtained within 6 months
Strong Microsoft Office skills, particularly Excel
Fidessa OMS or another Order Management System
Salesforce or another CRM System
Bloomberg
Preferred
Knowledge of modern market structure and previous experience in a sales and trading or capital markets environment
Working knowledge of Bloomberg, Fidessa OMS, and Salesforce, or other similar systems
Previous experience working with large data sets and Commission Management products
Able to extract conclusions from multiple data sources for presentation to management and other internal stakeholders
Detail oriented and motivated team player who works under pressure, commits to time constraints and occasionally works long hours
SQL knowledge is a bonus
Benefits
Discretionary bonuses
Health / dental / vision / prescription insurance offerings
Stifel Total Health Connect
Flexible spending accounts
Tuition & certification assistance programs
Paid time off
Medical
Vision
Dental
401k
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
5001-10000 employees
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase