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Company: Stifel
Location: New York, NY
Career Level: Associate
Industries: Banking, Insurance, Financial Services

Description

Stifel's Investment Banking division is seeking a Business Development Analyst to support the Financial Sponsors Group. The Financial Sponsors Group is the investment bank's primary liaison with private equity and venture capital firms. The role will focus on supporting senior members of the Financial Sponsors Group by generating buyer lists, tracking banker pitch activity, managing the deal pipeline, and completing CRM data entry and analysis. This is a two-year role with the possibility of transitioning into an investment banking analyst role based on performance. 



What We're Looking For

  • Maintain comprehensive M&A pipeline report covering active deals, pitches and top ideas and ensure relevant information is input into Salesforce.
  • Support bankers by providing reports on portcos, deal history and potential opportunities.
  • Recommend buyers in conjunction with M&A transactions.
  • Coordinate regular team calls and prepare relevant materials.
  • Maintain tracker of round-trips and round-trop success rates.
  • Create sponsor-related material for conferences such as sponsor profiles, attendee bios and portfolio company overviews. 
  • Track meeting activity, especially in conjunction with conferences and other events.
  • Interact with support senior calling officers within FSG and Investment Banking.
  • Help prepare internal business planning and monthly business performance reports.


What You'll Bring

  • Excellent communication skills, both written and verbal.
  • Ability to develop relationships with internal and external clients.
  • Proficient with various computer programs, including Excel, PowerPoint, Salesforce, Capital IQ, and Pitchbook.
  • Excellent level of attention to detail and accuracy.
  • Proactive thinker and interested in helping us grow the group and firm.
  • Well-developed skills in organization, prioritization, and time management.
  • Works efficiently to meet deadlines.


Education & Experience

  • Minimum Required: Bachelor's Degree or equivalent required in Business, Accounting, or Finance.
  • Minimum Required: 1-3 years experience.


Licenses & Credentials

  • Minimum Required: None


Systems & Technology

  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
  • Prior experience with CRM systems, preference given to Salesforce.


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.


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