IB Vice President - Private Capital Markets

Stifel•New York, NY

3d•$250,000 - $250,000

About The Position

The Private Capital Markets Vice President at Stifel leads private capital transactions and advises corporate and financial sponsor clients on tailored financing solutions, including growth equity, common and preferred equity, structured minority investments, and recapitalizations. The role manages transaction execution, develops client and investor relationships, supports origination alongside senior bankers and industry coverage teams, and oversees financial analysis and junior team development. The Vice President leads transactions from investor positioning and process design through marketing, due diligence, negotiation, and closing. They advise clients on financing alternatives, transaction structures, and investor selection; develop new business opportunities and private capital investor relationships; and build sector and investor expertise. The position also guides and mentors Associates and Analysts, contributes to recruiting and team development, and participates in broader teamwork and community service activities. Other related duties may be assigned.

Requirements

Bachelor's degree.
At least 5 years of investment banking, capital markets, related financial advisory, or investing experience, including transaction execution and team leadership.
Applicable FINRA and state securities registrations for the role, as confirmed by Stifel Compliance.
Strong transaction skills and ability to structure and execute private equity and structured capital financings.
Ability to evaluate valuation, dilution, investor returns, liquidation preferences, distributions, call rights, and downside protections.
Strong private capital markets execution and origination skills, including evaluating investor proposals and supporting negotiation of economic and governance terms with clients and counsel.
Current knowledge of private financing precedents and investor investment criteria.
Effective written and verbal communication skills.
Ability to organize and manage priorities, deadlines, and tasks.
Solid and reliable mathematical skills.
Solid analytical skills, including using logic and reasoning to identify complex problems, review information, develop options, and implement solutions.
Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
Ability to build strong, long-term client relationships and anticipate and respond to client needs.
Ability to organize and prioritize multiple responsibilities, follow through, meet deadlines, manage expectations, and use firm resources efficiently.
Ability to work well on project teams, treat team members respectfully, and train and mentor others.
Strong work ethic, positive attitude, professionalism, integrity, maturity, intellectual curiosity, initiative, and good judgment.

Nice To Haves

Private capital raising or structured equity experience.
Experience using AI for workflows, research, and prospecting.

Responsibilities

Lead private capital transaction execution from investor positioning and process design through marketing, due diligence, negotiation, and closing.
Manage client relationships and advise clients on financing alternatives, transaction structures, and investor selection.
Develop new business opportunities with senior bankers, industry coverage teams, and financial sponsor coverage teams.
Build and maintain relationships with private capital investors.
Review and guide Associate and Analyst work, including financial models, capitalization tables, dilution analyses, investor return scenarios, and client deliverables.
Mentor junior team members and help develop the PCM team through recruiting relationships, training resources, and execution capabilities.
Develop sector and private capital investor expertise to position clients, identify appropriate capital partners, and assess financing alternatives.
Identify, source, and execute private capital opportunities; differentiate Stifel's capabilities; and assess risks, financing alternatives, and investor fit.
Participate in teamwork and community service, including recruiting, reviews, mentoring, and firm committees.
Perform other related duties as assigned.