Description
The Sponsor Finance Credit Analyst Intern will join the Sponsor Finance Group at Stifel, gaining hands-on experience in credit analysis and financial due diligence to support the team in determining borrower creditworthiness. This group provides senior cash flow financing to private equity sponsors investing in middle-market companies across various industries within the U.S. This internship offers an opportunity to learn the fundamentals of M&A-related deal execution, financial modeling, and portfolio management in a real-world setting.
What We're Looking For
- Assist with the initial evaluation of new transaction opportunities.
- Help create due diligence question lists and conduct research on the industry, company, and the private equity sponsor's value creation strategy.
- Analyze financial statements and assist in developing cash flow projection models for financing opportunities.
- Support the preparation and presentation of credit approval memorandums.
- Organize and manage transaction data flow, including diligence materials, legal documentation, and compliance reporting.
- Participate in day-to-day portfolio management activities, including communication with CFOs, controllers, private equity deal teams, and internal risk managers.
- Assist in preparing updates, quarterly reviews, and annual review reports.
- Coordinate with Stifel's Investment Bankers and Equity Research team for valuation and opportunity assessments.
- Collaborate with internal teams to ensure proper administration of loan agreements.
- Conduct research and prepare portfolio metrics and presentation materials for special projects.
What You'll Bring
- Basic understanding of economic and accounting principles, financial markets, and financial statement analysis.
- Strong critical thinking skills with the ability to identify strengths and weaknesses in prospective deals.
- Detail-oriented and able to work with various data sources and stakeholders.
- Excellent communication skills, comfortable working with team members and senior professionals.
- Ability to think logically, approach challenges creatively, and adhere to regulatory standards.
Education & Experience
- Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, or a related field. Junior level preferred.
Licenses & Credentials
- Minimum Required: None
Systems & Technology
- Proficient in Microsoft Word and Excel.
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 affirmative action and 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 posters: Know Your Rights and Pay Transparency.
Stifel is an Equal Opportunity Employer.
We Value Diversity
Stifel is an equal opportunity employer dedicated to fostering, cultivating, and preserving a culture of diversity and inclusion by embracing and welcoming everyone. At Stifel, we believe a diverse team is a critical element of how we find success and strive to build on diversity, inclusion, respect, and engagement in all that we do, across the firm. Accordingly, we welcome applications for employment from all qualified candidates.
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