IB Analyst - Private Capital Markets
About The Position
The Private Capital Markets Analyst supports deal teams working 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 contributes to origination, investor targeting, structuring, financial modeling, and execution, helping clients evaluate financing alternatives and pursue their financial and strategic objectives. The role involves coordinating with senior bankers and teams across industry coverage, financial sponsor coverage, other capital markets groups, and legal. The Analyst prepares client and investor materials, analyzes financing alternatives and market trends, and supports investor outreach and due diligence. Some travel by car and/or air may be required, 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 Excel and PowerPoint.
- Strong ability to work in a team-based and entrepreneurial culture.
- Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
- Experience using AI for workflows, research, and prospecting.
- No licenses or credentials are required.
Nice To Haves
- Familiarity with Bloomberg, Capital IQ, Dealogic, and FactSet.
Responsibilities
- Support deal teams across private capital transaction execution, including financial analysis, investor outreach support, and due diligence coordination.
- Assist senior bankers in preparing for client engagements, 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 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%.
Benefits
- Discretionary bonuses
- Health insurance
- Dental insurance
- Vision insurance
- Prescription insurance
- Stifel Total Health Connect
- Flexible spending accounts
- Tuition and certification assistance programs
- Paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
