What are the responsibilities and job description for the FI Int Rate Ops Support Analyst I position at Stifel?
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Operations Support Analyst I requires a clear understanding of the department functions and procedures and communicates with personnel to initiate instructions submitted by bank clients. The Operations Support Analyst I is expected to have a working knowledge of all departmentsystems that relate to the account processing group's responsibilities.
What We're Looking For
- Trade booking of interest rate derivative products (interest rate swaps and options including caps, collars, and floors) in the derivatives back office system.
- Daily portfolio valuations for bank clients.
- Preparation, distribution, and collection of swap documentation.
- Review loan documentation to ensure cross-collateralization of the loan and swap products to ensure loan terms match the swap structure.
- Preparation and transmission of all settlement and rate reset notifications and corresponding reports to bank clients.
- Regulatory reporting, trade affirmations, and additional projects as they arise.
What You'll Bring
- Ability to learn a general understanding of rules/regulations and policies that pertain to the department.
- Initiative and self-direction when performing tasks with the ability to organize and prioritize effectively to meet deadlines.
- Able to handle large workload that varies based on projects and heavy volume periods.
Education & Experience
- Minimum Required: Bachelor's Degree in Finance or Accounting.
- Minimum Required: 1-3 years of experience.
Licenses & Credentials
- Minimum Required: None.
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
Compensation Range
Salary: - Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.