What You'll Be DoingAt Stifel, the Private Capital Markets (PCM) Vice President is responsible for leading private capital transactions and advising corporate and financial sponsor clients on tailored financing solutions, including growth equity, common and preferred equity, structured minority investments and recapitalizations. The Vice President manages transaction execution, develops client and investor relationships, supports origination alongside senior bankers and industry coverage teams, and oversees financial analysis and junior team development.
What We're Looking For- Lead private capital transaction execution from investor positioning and process design through marketing, due diligence, negotiation and closing.
- Manage client relationships and serve as a trusted advisors on financialing alternatives, transaction structures and investor selection.
- develop new business opportunities with senior bankers, industry coverage and financial sponsor coverage teams; build and maintain relationships with private capital investors.
- review and guide Associate and Analyst work, including financial models, capitalization tables, dilution analyses, investor return scenarios and client deliverables; mentor junior team members.
- Develop sector and private capital investor expertise to position clients, identify appropraite capital partners and assess financing alternatives.
- Develop recruiting relationships and help build the PCM team's talent pipeline, training resources and execution capabilities.
- Teamwork and community service (recruiting, reviews, mentoring, firm committees).
- New Business: Demonstrated ability to identify, source and execute private capital opportunities; differentiate Stifel's capabilities from competitors; execise good judgement in assessing risks, financing alternatives and investor fit.
- Performs other related duties as assigned.
What You'll Bring- Client Skills: Able to win the confidence of clients; sensitive to clients' needs in both anticipating and delivering upon requests; able to build strong, long-term business relationships.
- Time Management: Able to organize and prioritize multiple tasks and responsibilities; able to follow through and meet deadlines; able to manage expectations appropriately; able to use firm's resources efficiently.
- Teamwork: Works well within assigned project teams; accessible to and respectful of all team members, regardless of relative seniority; willing to train and mentor others; strives to be a value added resource to other groups throughout the firm.
- Work Ethic and Attitude: Dedicated to accomplishing goals; willing to take on additional responsibilities to produce outstanding work; strives for excellence; maintains a positive attitude through stressful situations.
- Personal Characteristics: Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes; knows when to ask for help.
- Private Capital Markets Product Knowledge:
- Strong transaction skills and the ability to structure and execute private equity and structured capital financings; evaluate valuation, dilution, investor returns, liquidation preferences, distributions, call rights and downside protections.
- Strong execution and origination skills in private capital markets; ability to evaluate investor proposals and support negotiation of economic and governance terms with clients and counsel; current knowledge of private financing precedents and investor investment criteria.
- Effective communication skills and able to relay information well in both written and verbal form.
- Able to manage priorities, deadlines and tasks in order to meet deadlines and accomplish goals.
- Solid and reliable mathematical skills.
- Solid analytical skills - uses logic and reasoning to identify complex problems; review related information and develop options and implement solutions.
Education & Experience- Minimum Required: Bachelors' degree
- Minimum Required: 5 years of investment banking, capital markets or related financial advisory or investing experience, including transaction execution and team leadership; private capital raising or structured equity experience preferred
Licenses & Credentials- Minimum Required: Applicable FINRA and state securities registrations for the role, to be confirmed by Stifel Compliance.
Systems & Technology- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
- Experience using AI for workflows, research and prospecting
Compensation RangeSalary: USD $250,000.00/Yr. - USD $250,000.00/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.
