St Louis Trust Fellowship information

ROTATIONAL ANALYST FELLOWSHIP
FULL TIME
Apply to careers@stlouistrust.com | 2020


The St. Louis Trust Company is seeking candidates for our inaugural two-year Rotational Analyst Fellowship Program. This is a great opportunity for new graduates to explore a financial services career with a growing, successful company. The St. Louis Trust Company works with approximately 55 client families across the country, advising on more than $11 billion of total wealth.
We are passionate about our collegial, collaborative culture where motivated, talented team members continuously learn and thrive. The Rotational Analyst Fellowship position is designed to incorporate hands-on work supporting the delivery of client service, advancing various internal projects and assisting with company-wide initiatives.
Fellows will gain professional experience including exposure to various elements of the financial services industry and teamwork. They will learn desirable skills and have access to mentoring from seasoned colleagues with diverse backgrounds.

YOU SHOULD APPLY IF YOU…
•Are graduating in May or August 2020
•Plan to live in St. Louis, Missouri after graduation
•Want to continue learning by gaining varied work experience
•Enjoy working with people in a team construct to accomplish goals
•Are interested in exploring the financial industry
•Have an aptitude for and/or interest in business, finance/wealth management, relationship management, customer service and/or the stock market
•Like numbers
•Enjoy learning new skills through research, reading, instruction and hands-on effort
•Like puzzles or problem solving

DESIRED QUALIFICATIONS, BACKGROUND AND SKILLS:
•Bachelor’s degree with minimum GPA of 3.4 and coursework that incudes economics, statistics and/or calculus
•Excellent analytical and critical thinking abilities
•Advanced Excel skills
•Detail-orientation, with organization and thoroughness to enable production of error-free output
•Initiative and proven project ownership skills
•Adaptable to changing responsibilities
•High energy level, strong work ethic, quick learner
•Strong verbal and written communication skills

RESPONSIBILITIES MAY INCLUDE:
Client Service Delivery
•Prepare financial projections/calculations and materials for client meetings including reports such ascash flow summaries, balance sheets, performance reports and other client specific reports
•Analyze investment performance and research investment options/recommendations as directed
•Coordinate, gather and organize tax and estate planning information
•Contact custodians, money managers, accountants, and external advisors/vendors on behalf ofclient teams
•Learn and run various specialized, financial software applications
Internal Projects
•Assist with projects which might include marketing, website management, database administrationand general operations
•Perform full spectrum of tasks ranging from simple/repetitive to complex/challenging
Company-wide Initiatives
•Coordinate and attend select standing committee meetings
•Coordinate 1099 tax reporting
•Accumulate and summarize client cash flow information at regular intervals

EXCELLENT BENEFITS INCLUDE:
•Competitive compensation
•401(k) with Company match
•Generous benefits package available including medical, dental and vision coverage, FSAs/HSAs andpaid time off
•Extensive in-house training
•Company-paid parking

ROTATIONAL ANALYST FELLOWSHIP apply to careers@stlouistrust.com