S

Stifel

Full-service wealth management and investment banking

IB Analyst - Private Capital Markets

Investment BankingPosted on Nov 12
Full-timeNew York, NY, USA

About the Job

Requirements

  • Strong quantitative and analytical skills.
  • Understanding of corporate finance, valuation, capital structures, and private capital markets.
  • Proficiency in Excel and PowerPoint.
  • Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
  • Experience using AI for workflows, research, and prospecting.
  • A bachelor's degree in Finance or a related field is required.
  • At least 1–2 years of investment banking, capital markets, equity research, related financial advisory, or investing experience is required.

Responsibilities

  • Support deal teams on private capital transaction execution, including financial analysis, investor outreach support, and due diligence coordination.
  • Assist senior bankers with client engagement preparation, including pitches, financing alternatives presentations, and investor marketing materials.
  • Coordinate client management, new business origination, and deal execution with industry coverage, financial sponsor coverage, other capital markets teams, and legal.
  • 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 comparisons of investor proposals and key economic and governance terms.
  • Travel by car and/or air for local, regional, or national work as needed, up to 10%.

Desired Qualifications

  • Familiarity with Bloomberg, Capital IQ, Dealogic, and FactSet.

About the Company

Stifel

Full-service wealth management and investment banking

Stifel Financial Corp. offers a full range of financial services, including private client brokerage, wealth management, and investment banking. Clients work with financial advisors to build personalized investment plans and execute trades, while its capital markets arm underwrites and distributes securities for institutional clients. The firm differentiates itself by combining private-client advisory services with institutional and capital markets capabilities across a large U.S. and Europe footprint, backed by a long history dating back to 1890. Its goal is to help clients grow, protect, and transfer wealth through coordinated financial advice and market services on a nationwide platform.

Company size
5,001-10,000
Company stage
IPO
Headquarters
St. Louis, MO
Founded
1890

Recently Posted Jobs

Explore more opportunities at Stifel

See more jobs