IB Associate - Consumer

Stifel•Boston, MA

22h

About The Position

The IB Associate will be an integral part of deal teams within Stifel Investment Banking, working alongside technical and financial professionals. This role involves serving as a project manager, taking guidance from senior bankers, and managing and mentoring analysts. Stifel Investment Banking provides strategic advisory services to clients, including initiating, structuring, and negotiating mergers, acquisitions, and divestitures, as well as offering fairness opinions, valuation, and restructuring services. The firm is a full-service investment bank with over 125 years of history, offering securities brokerage, trading, research, underwriting, and corporate advisory services globally, with a focus on the middle market. Its investment banking division provides a broad range of industry-leading services, including M&A advisory, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. Stifel fosters an entrepreneurial environment that rewards collaboration and hard work, committed to a diverse workplace.

Requirements

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.
Bachelor's degree in Finance or related field
3+ years of Investment Banking experience
Proficient in Microsoft Excel, PowerPoint
FINRA Series SIE, FINRA Series 63, and FINRA Series 79 within one year of hire

Responsibilities

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.
Be 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.