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Stifel Financial Corp. · 2 months ago

Treasury Operations Product Analyst

US-MO-Saint Louis

Full-time

Onsite

Senior Level

5+ years exp

Stifel Financial Corp. is a global wealth management and investment banking firm that values innovation and fresh ideas. The Treasury Operations Product Analyst plays a pivotal role in analyzing product performance, identifying market trends, and supporting the development of treasury solutions while collaborating with cross-functional teams to ensure products meet client needs and regulatory standards.

BankingFinanceFinancial Services

Responsibilities

Develop and maintain product plans, risk assessments, and issue logs

Monitor progress and provide regular status updates to leadership

Facilitate meetings and cross-functional communication between Treasury Operations and partner teams

Analyze operational data to identify trends and recommend process enhancements

Drive initiatives to improve daily functions, including workflow optimization, process redesign, and system testing

Research market trends to inform Treasury strategies and product development

Ensure adherence to Treasury terms and regulatory requirements

Maintain audit readiness by supporting documentation efforts and gathering data for audits and risk assessments

Understand and evaluate risks associated with Treasury Services

Collaborate with technology and operations teams to define product requirements and client needs

Conduct User Acceptance Testing (UAT) and rollout planning for new features

Support product launches and post-launch innovation cycles

Assist with training and enablement for internal teams and clients

Aid associates and customers with inquiries and issue resolution

Qualification

Treasury product knowledgeData analysisProject management toolsUser Acceptance Testing (UAT)Microsoft ExcelRegulatory complianceTraining methodsClerical proceduresCommunication skillsProblem-solvingOrganizational skillsAttention to detailTeam collaboration

Required

Bachelor's degree in business, finance, or related field or equivalent experience

5+ years in banking, treasury, or financial experience

Strong product management and organizational skills

Experience with data analysis and reporting tools

Excellent communication and interpersonal skills

Ability to work independently and collaboratively in a fast-paced environment

Detail-oriented with strong problem-solving capabilities

Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc

Strong attention to detail in order to maintain the highest level of accuracy

Knowledge of principles and processes for products and services

Ability to manage multiple projects and meet deadlines in a fast-paced environment

Knowledge of administrative and clerical procedures and systems

Ability to select and use training/instructional methods and procedures appropriate for the situation when learning or teaching new things

Strong oral and written communication skills

Quarterly system testing conducted outside of business hours

Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Preferred

AAP (Accredited ACH Professional) is a plus

Experience with project management tools (e.g., MS Project, JIRA)

Familiarity with SQL and data visualization platforms is a plus

Familiarity with treasury platforms (e.g., Fiserv, Commercial Center, Finxact, Q2, Weiland, Deluxe) and other payment systems

Benefits

Health, dental and vision care

401k

Wellness initiatives

Life insurance

Paid time off

Company

Stifel Financial Corp.

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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.

Founded in 1890

St Louis, Missouri, USA

5001-10000 employees