IB Associate - Technology

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

About Stifel

At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients.

Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. The combination of a full-service product offering and more than 600 bankers’ deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients.

Stifel’s success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to engage with and hire talented candidates from all backgrounds - specifically, those who have the desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work.

• 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

At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients.

Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. The combination of a full-service product offering and more than 600 bankers’ deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients.

Stifel’s success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to engage with and hire talented candidates from all backgrounds - specifically, those who have the desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work.