Stifel Charitable Intern- Summer 2027

Stifel•St. Louis, MO

About The Position

The Stifel Charitable Intern supports projects and operational activities within Stifel Trust and Charitable while gaining exposure to donor-advised funds, charitable planning, trust services, and related business functions. The intern assists with data analysis, document migration and organization, and other departmental initiatives, while shadowing professionals across the Trust and Charitable teams. The internship offers opportunities to develop analytical, organizational, and professional skills and learn how Stifel supports charitable programs, clients, financial advisors, and nonprofit organizations.

Requirements

Currently pursuing an undergraduate or graduate degree in Business Administration, Finance, Accounting, Economics, Data Analytics, Nonprofit Management, Information Systems, or a related field.
Strong analytical and problem-solving skills.
Excellent attention to detail and commitment to accuracy.
Strong organizational and time-management skills.
Effective written and verbal communication skills.
Ability to work independently and collaboratively, with a willingness to learn new concepts and processes.
Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
Ability to learn and use firm-approved Trust, Charitable, document-management, reporting, and collaboration systems.

Nice To Haves

Experience organizing or analyzing data in Microsoft Excel.

Responsibilities

Gather, organize, review, and summarize information for data analysis projects and departmental initiatives.
Support migration, organization, and validation of documents and records according to established procedures.
Review migrated documents and data for completeness, accuracy, and consistency, escalating discrepancies as appropriate.
Shadow Trust and Charitable professionals to learn about donor-advised funds, charitable planning, trust services and investments, program operations, grant compliance, accounting, and client support.
Help prepare reports, spreadsheets, presentations, process documentation, and other project deliverables.
Support projects involving operational processes, documentation, reporting, recordkeeping, or workflow improvements.
Collaborate with team members, provide progress updates, and meet established deadlines.
Participate in team meetings, training opportunities, and informational sessions to build knowledge of Stifel Charitable and related business functions.