IB Vice President - Private Capital Markets

Stifel•New York, NY

About The Position

The Private Capital Markets (PCM) Vice President 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. The role advises clients on financing alternatives, transaction structures, and investor selection; develops new business opportunities and investor relationships; and reviews and guides junior team members’ work. It also contributes to recruiting, mentoring, training, and the development of the PCM team’s execution capabilities.

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.
Ability to evaluate investor proposals and support 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 prioritize multiple tasks, meet deadlines, and manage expectations.
Solid mathematical and analytical skills, including using logic and reasoning to identify complex problems and develop and implement solutions.
Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
Client relationship skills, including the ability to earn client confidence and build long-term business relationships.
Teamwork skills, including willingness to train and mentor others and work respectfully with colleagues across seniority levels.
Professionalism, integrity, maturity, intellectual curiosity, initiative, good judgment, accountability, and a positive work ethic.

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.
Develop sector and private capital investor expertise to position clients, identify appropriate capital partners, and assess financing alternatives.
Develop recruiting relationships and help build the PCM team's talent pipeline, training resources, and execution capabilities.
Contribute to teamwork and community service through recruiting, reviews, mentoring, and firm committees.
Identify, source, and execute private capital opportunities; differentiate Stifel's capabilities; and assess risks, financing alternatives, and investor fit.
Perform other related duties as assigned.