2027 KBW Investment Banking Summer Analyst - New York
About The Position
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let’s talk about how you can find your place here at Stifel, where success meets success . What You'll Be Doing KBW’s Investment Banking 10-Week Summer Analyst Program provides students with a hands-on introduction to the role of an Analyst. You will work alongside our banking professionals, from the Analyst through the Managing Director levels, and will gain exposure to a variety of transactions, including merger and acquisition advisory services as well as debt and equity financings. The Summer Analyst internship program is designed to provide an opportunity for career exploration and to enhance the development of students’ potential. The program is structured to provide each Summer Analyst with the support needed for a successful summer, beginning with a robust training program. There is also a formal mentorship program, social networking events, mid and end of summer reviews, and significant learning opportunities outside of your day-to-day projects.
Requirements
- Summer Analyst candidates should possess a keen interest in finance, outstanding academic records, and a commitment to extracurricular endeavors.
- Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment
- Excellent quantitative, interpretive, and analytical skills
- Demonstrated leadership and disciplined work ethic
- Excellent verbal and written communication skills
- Significant exposure to finance and accounting
- Ability to thrive in a dynamic, collaborative work environment with strong interpersonal skills
- Superior attention to detail
- Pursuing an undergraduate degree with an anticipated graduation date between December 2027 – May 2028
- Minimum GPA of 3.5 or above
- Resume must include expected graduation month/year and GPA
- Resume must be submitted in PDF format.
- Authorization to work in the U.S.
- Proficiency in Excel and PowerPoint
Nice To Haves
- Experience with financial modeling and analysis preferred
- Well-rounded set of interests and involvement in extra-curricular activities beyond academics. Strong candidates will also demonstrate leadership abilities through their involvement in these endeavors.
Responsibilities
- Support deal teams in creating, maintaining, and utilizing complex financial models to analyze company projections or potential transactions
- Perform financial and valuation analysis such as discounted cash flow analysis and multiple valuation analysis
- Conduct company and industry research and gain an in-depth understanding of sector trends
- Prepare client presentation materials in coordination with internal deal team and clients
- Develop a deep understanding of Investment Banking products and services by participating in client calls or meetings
- Engage in company and credit-oriented research and due diligence processes
- Prepare financial and transaction documents including marketing memoranda
- Contribute to the development and communication of proposals and advice to current and prospective clients
Benefits
- discretionary bonuses
- health / dental / vision / prescription insurance offerings
- Stifel Total Health Connect
- flexible spending accounts
- tuition & certification assistance programs
- paid time off
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Career Level
Intern
Number of Employees
5,001-10,000 employees
