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Fixed Income Analyst I-ALM
Birmingham, AL
Job Description
DescriptionQualifications
Education
Stifel is committed to providing equal employment opportunities (EEO) to all associates,
applicants for employment, and individuals providing services in the workplace without regard to
actual or perceived race, color, religion, creed, gender, pregnancy (including childbirth, lactation,
child-bearing capacity, sterilization, fertility, past pregnancy condition and the potential or intention
to become pregnant and related medical condition), sexual and reproductive health decisions, sexual
orientation, gender identity and gender expression (including transgender individuals who are
transitioning, have transitions, or are perceived to be transitioning to the gender with which they
identify), national origin, ancestry, age, disability, weight, genetic information, marital status,
citizenship status, familial status, homelessness (i.e., lack of a permanent mailing address or a
mailing address that is a shelter or social services provider), status as a covered veteran or any
other protected criteria in accordance with applicable federal, state and local laws. Stifel complies
with applicable state and local laws governing non-discrimination in employment applicable to
each location in which the Firm operates. Stifel strictly prohibits any form of unlawful
discrimination.
Equal opportunity extends to all aspects of the employment relationship, including hiring,
transfers, promotions, training, termination, working conditions, compensation, benefits, and other
terms and conditions of employment. All Stifel associates are responsible for implementing this
EEO policy in their daily actions, conduct and decisions. All associates are expected to treat each
other with respect and professionalism.
Stifel is an Equal Opportunity Employer.
The Fixed Income Analyst - ALM supports the Fixed Income Strategies team by collecting, organizing, and analyzing data to produce and develop Asset/Liability Management Analyses for fixed income clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Assist senior team members in analyzing financial statements, interest rates, liquidity, and credit risk.
- Process monthly and quarterly analyses of clients' investment portfolios/balance sheets and various risk measurements using Excel-based and other complex financial models.
- Interact daily with senior team members and sales representatives.
- Interact with clients to obtain data necessary to prepare analyses.
- Manage special project demands of senior team members.
QUALIFICATIONS
- Solid math and analytical skills.
- Strong attention to detail.
- Strong organizational skills with the ability to manage multiple tasks, priorities, and deadlines.
- Strong computer skills.
- Excellent verbal and written communication skills.
- Ability to quickly learn new software programs.
- Strong work ethic.
- Must be able to understand and interpret financial data.
- Must be able to communicate their findings to their clients clearly and precisely.
- Be able to think critically and make sound investment decisions.
EDUCATION AND EXPERIENCE
- Minimum required: Bachelor's degree in finance, accounting, economics or business.
- Minimum required: 0-2 years of related experience required.
LICENSES AND CREDENTIALS
- Minimum required: SIE, FINRA Series 7 and Series 63 or must be obtained within 6 months.
SYSTEMS AND TECHNOLOGY
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
Education
Bachelors of FINANCE (required)
Stifel is committed to providing equal employment opportunities (EEO) to all associates,
applicants for employment, and individuals providing services in the workplace without regard to
actual or perceived race, color, religion, creed, gender, pregnancy (including childbirth, lactation,
child-bearing capacity, sterilization, fertility, past pregnancy condition and the potential or intention
to become pregnant and related medical condition), sexual and reproductive health decisions, sexual
orientation, gender identity and gender expression (including transgender individuals who are
transitioning, have transitions, or are perceived to be transitioning to the gender with which they
identify), national origin, ancestry, age, disability, weight, genetic information, marital status,
citizenship status, familial status, homelessness (i.e., lack of a permanent mailing address or a
mailing address that is a shelter or social services provider), status as a covered veteran or any
other protected criteria in accordance with applicable federal, state and local laws. Stifel complies
with applicable state and local laws governing non-discrimination in employment applicable to
each location in which the Firm operates. Stifel strictly prohibits any form of unlawful
discrimination.
Equal opportunity extends to all aspects of the employment relationship, including hiring,
transfers, promotions, training, termination, working conditions, compensation, benefits, and other
terms and conditions of employment. All Stifel associates are responsible for implementing this
EEO policy in their daily actions, conduct and decisions. All associates are expected to treat each
other with respect and professionalism.
Stifel is an Equal Opportunity Employer.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
0 to 2 years
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