Rotational Operations Intern- Summer 2027

Stifel • St. Louis, MO

3d

About The Position

The Rotational Operations Intern at Stifel collaborates with operations professionals and gains practical experience across specialized groups within the division. The internship provides exposure to operational processes, develops analytical skills, and offers insight into the daily functions that support client services and the firm’s business activity. The intern supports business functions, regulatory compliance, process improvement, documentation, and advisor inquiries under direct supervision. The role also involves building relationships across departments to understand how workflows connect.

Requirements

• Currently pursuing a bachelor’s degree in finance, accounting, or a related field.
• Strong interest in operational business and a desire to gain practical experience.
• Excellent analytical and problem-solving skills, with strong attention to detail.
• Effective communication and interpersonal skills.
• Basic understanding of the securities and/or financial services industry, or ability to learn and operate within regulatory frameworks.
• Proactive and self-motivated, with a strong sense of responsibility.
• Ability to handle multiple tasks and prioritize workload.
• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

Nice To Haves

• Completed coursework or experience in operations, accounting, or finance.

Responsibilities

• Learn basic job functions and responsibilities across various departments.
• Collaborate with internal teams to support business functions within operations.
• Support operations teams in monitoring compliance with regulatory requirements and industry best practices.
• Participate in projects to improve operational efficiencies and enhance the advisor and/or client experience.
• Conduct research and analysis on operational processes and industry trends to contribute to process improvements and identify potential risks.
• Maintain accurate documentation for individual account records within operational systems as needed.
• Assist with advisor inquiries under direct supervision.
• Build relationships across departments to understand the broader connection of workflows.
• Complete other projects as assigned.

Benefits

• Health care
• Dental care
• Vision care
• 401(k)
• Wellness initiatives
• Life insurance
• Paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Intern