IB Analyst - Private Capital Markets

Stifel•New York, NY

About The Position

The Private Capital Markets Analyst supports deal teams on private capital raises and capital solutions for corporate and financial sponsor clients. Transactions may include growth equity, common and preferred equity, structured minority investments, and recapitalizations. The Analyst assists with origination, investor targeting, structuring, financial modeling, and execution, helping clients assess financing alternatives and meet financial and strategic objectives. The role works with senior bankers and colleagues across industry coverage, financial sponsor coverage, other capital markets teams, and legal to support client engagement, new business origination, and transaction execution. It includes preparing client presentations and investor materials, analyzing private capital markets and financing proposals, and coordinating investor outreach and due diligence. Some car and/or air travel for local, regional, and/or national business is expected, up to 10%.

Requirements

Bachelor's degree in Finance or a related field.
1–2 years of investment banking, capital markets, equity research, or related financial advisory or investing experience.
Strong quantitative and analytical skills.
Understanding of corporate finance, valuation, capital structures, and private capital markets.
Solid work ethic and superior attention to detail.
Excellent verbal and written communication skills.
Ability to manage multiple simultaneous project deadlines effectively.
Proficiency in Microsoft Excel and PowerPoint.
Strong ability to work in a team-based and entrepreneurial culture.
Proficiency in Microsoft Word and Outlook.
Experience using AI for workflows, research, and prospecting.

Nice To Haves

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

Responsibilities

Support 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 with industry coverage, financial sponsor coverage, other capital markets teams, and legal on client management, new business origination, and deal execution.
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 the comparison of investor proposals and key economic and governance terms.
Travel by car and/or air for local, regional, and/or national business, up to 10%.