The Fixed Income Analyst is responsible for providing the department with information and data gathering, analysis, modeling, and organizational support. The Fixed-Income Analyst analyzes debt or fixed-income securities to make recommendations regarding possible investment strategies. The Fixed-Income Analyst must assess the value and analyze the risks involved in fixed-income securities, including bonds and other financial products; they research and evaluate market conditions and analyze trends to guide investors on the most significant risk factors, including credit and interest rate risk.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.
• Perform validation and testing of models to ensure adequacy; reformulate model as necessary.
• Building and updating comp sheets.
• Manage special project demands of senior team members.
• Conducts analysis on debt or fixed-income securities to make recommendations regarding investment strategy.
• Stays abreast of trends and news, such as organizations' competitive position and financial and financial stability, to identify potential risks.

QUALIFICATIONS

• Solid math and analytical skills.
• Strong attention to detail.
• Strong organization skills with the ability to manage multiple tasks, priorities, and deadlines.
• Strong computer skills.
• Excellent verbal and written communication skills.
• Ability to quickly learn new software programs.
• Strong work ethic.
• Must be able to understand and interpret financial data.
• Must be able to communicate their findings to their clients clearly and concisely.
• Be able to think critically and make sound investment decisions.

EDUCATION AND EXPERIENCE

• Minimum required: bachelor's degree in finance, Accounting, Economics, or Business.
• Minimum required: 0-2 years related experience required.

LICENSES AND CREDENTIALS

• Minimum required: SIE, FINRA Series 7, and Series 63, or must be obtained within six months.

SYSTEMS AND TECHNOLOGY

• Proficient in Microsoft Excel, Word, Power-Point, and Outlook.

Stifel is a 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 – and 26 years of continual growth – 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.