Investment Management OPT Jobs in Missouri
F-1 OPT investment management jobs in Missouri are concentrated in Kansas City and St. Louis, where firms like Edward Jones, Stifel Financial, and Waddell & Reed have established sponsorship track records. Roles in portfolio analysis, equity research, and financial planning are among the most common entry points for OPT candidates in the state.
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Get Access To All JobsINTRODUCTION
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.
ROLE AND RESPONSIBILITIES
The Commercial Credit Analyst II (CCAII) will provide support to Commercial Lenders and Portfolio Managers with an emphasis on financial analysis in determining a borrower's creditworthiness. The CCAII will have exposure to private and public companies over various industries, cash flow and other types of lending, and direct and syndicated loan opportunities.
Responsibilities:
- Analyze business financial statements and create cash flow models to support new and existing commercial loans, renewal requests, and amendments.
- Assist in preparing credit evaluation memorandums, annual and quarterly reviews, and accurate and timely risk ratings.
- Assist in the ongoing management and monitoring of a commercial loan portfolio.
- Prepare quarterly trend analysis with situation updates and risk rating evaluations for assigned borrowers.
- Ensure that certain financial statements and compliance certificates are up-to-date.
- Maintain in-depth knowledge of the soundness of borrowers and collateral through financial research, including evaluating financial statements and analyzing third-party data.
- Assist in preparing monthly Bank Board of Directors reports summarizing commercial relationships.
- May mentor and educate lower-level CCAs as needed.
- Lead, mentor, and train less-experienced Credit Analysts.
BASIC QUALIFICATIONS
- Self-motivated with a strong work ethic.
- Strong ability to communicate (written and oral) effectively.
- Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
- Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or problem approaches.
- Strong ability to produce high-quality work products independently and as part of a collegial team.
EDUCATION & EXPERIENCE
- Minimum Required: Bachelor's Degree in finance, accounting, or another business-related field.
- Minimum Required: 3-5 years of commercial credit analyst work or related experience.
LICENSES & CREDENTIALS
- Minimum Required: None.
SYSTEMS & TECHNOLOGY
- Proficient in Microsoft Word, Excel, PowerPoint, and Outlook.
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’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.
INTRODUCTION
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.
ROLE AND RESPONSIBILITIES
The Commercial Credit Analyst II (CCAII) will provide support to Commercial Lenders and Portfolio Managers with an emphasis on financial analysis in determining a borrower's creditworthiness. The CCAII will have exposure to private and public companies over various industries, cash flow and other types of lending, and direct and syndicated loan opportunities.
Responsibilities:
- Analyze business financial statements and create cash flow models to support new and existing commercial loans, renewal requests, and amendments.
- Assist in preparing credit evaluation memorandums, annual and quarterly reviews, and accurate and timely risk ratings.
- Assist in the ongoing management and monitoring of a commercial loan portfolio.
- Prepare quarterly trend analysis with situation updates and risk rating evaluations for assigned borrowers.
- Ensure that certain financial statements and compliance certificates are up-to-date.
- Maintain in-depth knowledge of the soundness of borrowers and collateral through financial research, including evaluating financial statements and analyzing third-party data.
- Assist in preparing monthly Bank Board of Directors reports summarizing commercial relationships.
- May mentor and educate lower-level CCAs as needed.
- Lead, mentor, and train less-experienced Credit Analysts.
BASIC QUALIFICATIONS
- Self-motivated with a strong work ethic.
- Strong ability to communicate (written and oral) effectively.
- Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
- Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or problem approaches.
- Strong ability to produce high-quality work products independently and as part of a collegial team.
EDUCATION & EXPERIENCE
- Minimum Required: Bachelor's Degree in finance, accounting, or another business-related field.
- Minimum Required: 3-5 years of commercial credit analyst work or related experience.
LICENSES & CREDENTIALS
- Minimum Required: None.
SYSTEMS & TECHNOLOGY
- Proficient in Microsoft Word, Excel, PowerPoint, and Outlook.
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’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.
OPT Investment Management Job Roles in Missouri
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Search Investment Management Jobs in MissouriInvestment Management OPT Sponsorship Jobs in Missouri: Frequently Asked Questions
Which investment management companies sponsor F-1 OPT visas in Missouri?
Edward Jones and Stifel Financial, both headquartered in St. Louis, are among Missouri's most active investment management employers and have histories of hiring candidates on work authorization. Kansas City-based firms such as Cerner's investment arm and regional asset managers also participate. Sponsorship availability depends heavily on role type, business unit, and the firm's current hiring cycle, so confirming directly with each employer is essential.
Which cities in Missouri have the most investment management F-1 OPT sponsorship jobs?
St. Louis leads Missouri for investment management F-1 OPT opportunities, driven by a dense concentration of financial services headquarters including Edward Jones and Stifel. Kansas City is the second major hub, with a growing presence in wealth management, private equity, and fund operations. Smaller markets like Springfield have limited investment management hiring compared to these two metros.
What types of investment management roles typically qualify for F-1 OPT sponsorship?
Roles that typically align with F-1 OPT requirements in investment management include financial analyst, portfolio analyst, equity research associate, risk analyst, and fund operations associate. These positions generally require a directly related degree in finance, economics, or a quantitative field. Roles that are primarily sales-focused or do not require a specific bachelor's-level field of study tend to have weaker alignment with OPT eligibility criteria.
How do I find investment management F-1 OPT sponsorship jobs in Missouri?
Migrate Mate is built specifically for international students and filters job listings by visa type, including F-1 OPT, so you can search investment management roles in Missouri without sifting through positions that don't offer work authorization support. The platform aggregates sponsoring employers in financial services, making it easier to identify firms in St. Louis and Kansas City that have actively hired OPT candidates in portfolio analysis, research, and fund operations.
Are there any Missouri-specific or industry-specific considerations for F-1 OPT in investment management?
Missouri does not have state-level immigration requirements beyond federal OPT rules, but investment management roles in the state often require FINRA licensing such as the Series 63 or Series 65, which are regulated at the state level. Obtaining these licenses while on OPT is permissible, but candidates should confirm their employment start date and OPT authorization window before scheduling exams, since licensure timelines can intersect with authorization gaps.