About The Position

Join Stifel’s technology team as it transforms Operations through process improvement, automation, and technology solutions. The Business Analyst partners with Operations teams to understand business needs, solve problems, and bring practical solutions to life. The role develops expertise across Operations and technology while supporting solutions from initial concept through implementation and ongoing enhancement. Success requires curiosity, strong problem-solving skills, and a commitment to finding better ways of working. The analyst builds subject matter expertise in assigned Operations functions and their supporting data, applications, processes, and procedures. They work with stakeholders to identify improvement opportunities, translate requirements into solutions, contribute to solution design and implementation, and provide continuing support. The role also develops and executes test plans, documents work, communicates with stakeholders, and follows team standards and best practices.

Requirements

  • Bachelor’s degree, or 5+ years of experience, or an equivalent combination of experience and education.
  • Strong problem-solving and research skills, including the ability to analyze issues from beginning to end and develop well-supported recommendations.
  • Strong analytical skills and high attention to detail to minimize risk to the firm.
  • Strong verbal, written, and interpersonal communication skills, including the ability to explain complex subject matter clearly.
  • Ability to think strategically about efficient and effective ways to solve complex issues.
  • Ability to determine an appropriate course of action based on knowledge gathered from various stakeholders.
  • Basic understanding of financial industry terminology and concepts.
  • Proficiency in Microsoft Office Suite, primarily Excel, PowerPoint, and Outlook.

Nice To Haves

  • Experience with Microsoft Power Platform technologies, including Power BI, Power Automate, Power Apps, and Dataverse.
  • Experience using SQL, VBA, or similar technologies for data analysis and process automation.

Responsibilities

  • Develop a strong understanding of assigned Operations functions and build subject matter expertise in supporting data, applications, processes, and procedures.
  • Partner with Operations stakeholders to understand business needs, identify improvement opportunities, and translate requirements into practical solutions.
  • Aid in designing, developing, implementing, and enhancing solutions that optimize processes and improve operational efficiency.
  • Provide ongoing support for developed solutions, including issue analysis, enhancements, and documentation.
  • Develop and execute comprehensive test plans, identifying and documenting practical use cases, expected outcomes, and required resources to ensure solutions meet business requirements.
  • Maintain strong communication with stakeholders and peers, following up as needed to provide transparency.
  • Initiate, develop, and maintain effective working relationships with team members and internal and external technology partners.
  • Work within established team standards and best practices to promote consistency and quality.

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
  • Wellness initiatives
  • Life insurance
  • Paid time off
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service