Summary
At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer associates a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor.
Essential Duties & Responsibilites
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- Work on multiple projects and transactions at any given time
- Work closely with senior level bankers and play a critical role as the project manager on most teams
- Involved in both corporate finance and merger and acquisitions projects
- Manage the deal process from origination to execution
- Analyze companies’ financial and operational performance and build financial models depicting a company’s historical and future results
- Write offering memorandums describing a company’s strategy and growth prospects
- Help clients achieve their financial and strategic objectives
- Build a strong network of contacts in the banking, private equity and emerging growth corporate communities
- Performs other related duties as assigned.
Qualifications
- Bachelor’s degree in finance or related field required.
- 3-5 years investment banking experience as a financial analyst and associate, or similar experience in a legal firm
