Platform Strategy Intern- Summer 2027

Stifel • St. Louis, MO

4d

About The Position

The Platform Strategy Intern will work under immediate supervision and represent the Platform Strategy and Reporting Services Team by performing complex and confidential administrative duties in support of the functional area. The intern may work in other service areas and contribute to projects that support the business while developing professionally.

The role includes researching legal, regulatory, and other topics in the wealth management industry; documenting processes and tracking user enhancement requests; participating in requirements gathering for system updates; and supporting user integration and acceptance testing. The intern will also attend training and development presentations and apply academic knowledge while learning new skills through project work.

Requirements

• High school diploma or equivalent.
• Currently pursuing a bachelor's degree in Business Administration or a related field.
• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
• Effective organizational skills, attention to detail, and time management, including the ability to meet tight deadlines while managing a high volume of requests.
• Ability to communicate effectively in writing for the needs of the audience.
• Ability to synthesize limited information to form conclusions or plans.
• Ability to use logic and reasoning to assess the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Ability to manage varied tasks and shift focus throughout a project's lifecycle.
• Interest in expanding knowledge of the wealth management business, including investment products.

Responsibilities

• Contribute to various projects by applying academic knowledge and learning new skills.
• Research legal, regulatory, and other topics within the wealth management industry.
• Attend training and development presentations to enhance professional competencies.
• Document processes required for ongoing system support.
• Maintain detailed logs tracking user enhancement requests.
• Participate in requirements gathering for ongoing system updates and enhancement requests.
• Help facilitate, and take ownership of, user integration and acceptance testing efforts.
• Perform complex and confidential administrative duties in support of the functional area.

Benefits

• Health, dental, and vision care
• 401(k)
• Wellness initiatives
• Life insurance
• Paid time off

What This Job Offers

• Career Level: Intern
• Education Level: High school or GED