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Stifel

Full-service wealth management and investment banking

IB Vice President - Private Capital Markets

Investment BankingPosted on Nov 12
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • A bachelor's degree is required.
  • At least 5 years of investment banking, capital markets, related financial advisory, or investing experience is required, including transaction execution and team leadership.
  • Strong transaction skills and the ability to structure and execute private equity and structured capital financings are required, including evaluating valuation, dilution, investor returns, liquidation preferences, distributions, call rights, and downside protections.
  • Strong execution and origination skills in private capital markets are required, including evaluating investor proposals and supporting negotiation of economic and governance terms with clients and counsel, and current knowledge of private financing precedents and investor investment criteria.
  • Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook is required.
  • Experience using artificial intelligence for workflows, research, and prospecting is required.
  • Applicable FINRA and state securities registrations for the role are required, subject to confirmation by Stifel Compliance.
  • The role requires the ability to win client confidence, anticipate and deliver on client needs, and build strong long-term business relationships.
  • The role requires the ability to organize and prioritize multiple tasks, follow through and meet deadlines, manage expectations, and use firm resources efficiently.
  • The role requires the ability to work within project teams, train and mentor others, and support other groups throughout the firm.
  • The role requires professionalism, integrity, maturity, intellectual curiosity, initiative, good judgment, accountability, and the ability to seek help when appropriate.
  • The role requires effective written and verbal communication, solid mathematical skills, and analytical reasoning to identify complex problems, review information, develop options, and implement solutions.

Responsibilities

  • Lead private capital transaction execution from investor positioning and process design through marketing, due diligence, negotiation, and closing.
  • Manage client relationships and advise clients on financing alternatives, transaction structures, and investor selection.
  • Develop new business opportunities with senior bankers, industry coverage teams, 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 appropriate capital partners, and assess financing alternatives.
  • Develop recruiting relationships and help build the Private Capital Markets team's talent pipeline, training resources, and execution capabilities.
  • Contribute to recruiting, reviews, mentoring, and firm committees as part of teamwork and community service.
  • Identify, source, and execute private capital opportunities; differentiate Stifel's capabilities from competitors; assess risks, financing alternatives, and investor fit.
  • Perform other related duties as assigned.

Desired Qualifications

  • Private capital raising or structured equity experience is preferred.

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

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