Back to Search Results
Get alerts for jobs like this Get jobs like this tweeted to you
Company: Stifel
Location: New York, NY
Career Level: Associate
Industries: Banking, Insurance, Financial Services

Description

The IB Associate will work within a team of technical and financial professionals and will be an integral part of deal teams, serving as a project manager, taking guidance from senior bankers, and managing and mentoring analysts.Stifel Investment Banking provides strategic advisory services to clients that include initiating, structuring, and negotiating mergers, acquisitions, and divestitures as well as providing fairness opinions, valuation, and restructuring services. The firm has been growing rapidly and is continuously expanding its service lines while maintaining its focus on the middle market.



What We're Looking For

  • Work on multiple projects and transactions at any given time.
  • Play a critical role as the project manager on teams; help to manage the deal process from origination to execution.
  • Involved in both corporate finance (debt, public and private equity) and M&A deals. 
  • Manage the analyst product created for clients.
  • Train and mentor junior staff.
  • Facilitate external client requests and assist on all related transactional advisory services.
  • Assist financial professionals as needed and perform other job duties as assigned. 


What You'll Bring

  • Strong skills and experience in analyst businesses and their financials supported by deep knowledge of accounting.
  • Must be capable of producing high quality work products both independently and as part of a collegial team.
  • Excellent communication skills (written and oral).
  • Comfort in working directly with senior client executives and PE/VC firms.
  • Ability to work in an entrepreneurial culture.
  • Demonstrated problem solving abilities and judgement.
  • Proficient at task prioritization and time management while delivering dependable work product.


Education & Experience

  • Minimum required: Bachelor's degree in Finance or related field 
  • Minimum required: 3+ years of Investment Banking experience 


Licenses & Credentials

  • Minimum Required: FINRA Series SIE, FINRA Series 63, and FINRA Series 79 within one year of hire


Systems & Technology

  • Proficient in Microsoft Excel, PowerPoint


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.


 Apply on company website