What You'll Be DoingAt Stifel, the Private Capital Markets (PCM) Analyst is responsible for supporting deal teams on private capital raises and capital solutions for corporate and financial sponsor clients, including growth equity, common and preferred equity, structured minority investments and recapitalizations. The Analyst supports origination, investor targeting, structuring, financial modeling and execution, helping clients evaluate financing alternatives and achieve their financial and strategic objectives.
What We're Looking For- Support deal teams on all parts of private capital transaction execution, including financial analysis, investor outreach support and due diligence coordination.
- Assist senior bankers in preparation for client engagement, including pitches, financing alternatives presentations and investor marketing materials.
- Work closely with industry coverage, financial sponsor coverage, other capital markets teams and legal to coordinate client management, new business origination and deal execution.
- Build financial models and valuation analyses, including capitalization tables, ownership and dilution analyses, investor returns and comparisons of financing alternatives.
- Draft presentation materials and internal committee memorandums for private financings; research prospective investors and maintain investor targeting lists and transaction process trackers.
- Analyze private capital market trends, comparable financings and investor investment criteria; support the comparison of investor proposals and key economic and governance terms.
- Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 10%.
What You'll Bring- Strong quantitative / analytical skills
- Understanding of corporate finance, valuation, capital structures and the private capital markets
- Solid work ethic and superior attention to detail
- Excellent verbal and written communication skills
- Ability to effectively manage multiple simultaneous project deadlines
- Proficiency in Excel and PowerPoint
- Strong ability to work in a team-based and entrepreneurial culture
Education & Experience- Minimum Required: Bachelor's degree in Finance or related field
- Minimum Required: 1-2 years of investment banking, capital markets, equity research or related financial advisory or investing experience.
Licenses & CredentialsSystems & Technology- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
- Experience using AI for workflows, research and prospecting
- Familiarity with Bloomberg, Capital IQ, Dealogic and FactSet a plus
Compensation RangeSalary: USD $110,000.00/Yr. - USD $135,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
