What You'll Be Doing
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
Compensation RangeSalary: USD $175,000.00/Yr. - USD $225,000.00/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.
