Associate, Investment Banking - Diversified Industries

Stifel, Incorporated; Toronto; On-site; CAD 122,000 - 149,000; Full time

Benefits offered by this job

Health, dental and vision coverage

Wellness program

Healthcare spending account

Life insurance

Job summary

Stifel Canada is seeking an Investment Banking Associate in Toronto to support senior bankers with client presentations, industry research, financial modeling and mentoring Analysts. The role advances with live transactions and client interaction, within Canada’s diversified industries teams.

The successful candidate will have an undergraduate degree in finance, 3+ years in corporate finance or IB, and proficiency with Bloomberg, FactSet and Capital IQ, along with strong analytical and

Qualifications

• Undergraduate degree in business with a focus on finance.
• MBA or CFA/CA/CPA strongly desired.
• Minimum three years of full-time work experience in corporate finance, investment banking, accounting or private equity.
• Experience with financial markets software such as Bloomberg, FactSet and Capital IQ.

Responsibilities

• Participates in deal teams to develop, present, and win mandates for new opportunities.
• Creates pitch books for clients and presents solutions to clients.
• Executes transactions, leads workstreams, and mentors Analysts.
• Analyzes detailed corporate and industry financial information and conducts due diligence.
• Develops financial models for mergers, valuations and capital raises.
• Maintains databases of precedent transactions and market comparables.
• Builds relationships with new and existing clients and collaborates across groups.
• Supports generation of marketing materials and provides direction to Analysts.

Skills

Financial analysis

Communication skills

Team player

Initiative

Problem solving

Time management

Attention to detail

Education

Undergraduate business with finance focus

MBA / CFA / CA / CPA desirable

Tools

Bloomberg

FactSet

Capital IQ

Excel

PowerPoint

Word

Job description

What You'll Be Doing

The Investment Banking Associate role at Stifel Canada is both challenging and stimulating. Associates will support a team of senior investment banking professionals and focus on client presentations, industry & company specific research, financial modeling and mentoring Analysts. As the individual’s career progresses, Associates will be expected to take on increased responsibilities including managing live transactions and interacting with clients.

Stifel has a strong position in the Canadian market, has an international reach and is continuing to grow by adding top talent. The role offers candidates an opportunity to gain valuable, hands-on work experience that is focused on the financial markets. In Canada, we are primarily organized into industry teams focused on specific sectors. These include: Technology, Consumer, Diversified Industries, Life Sciences and Metals & Mining.

Stifel Canada is offering a unique opportunity to work with a well-seasoned team with an exceptional track record and a large global network of relationships in the exciting Diversified Industries space.

Note - This position is based at our Toronto office and requires in-person attendance.

The base salary for this role is $135,000 annually.

#LI-JK1

What We're Looking For

The Investment Banking Associate will be in charge of supporting the investment banking team with tasks that will include:

• Participates in deal teams to develop, present, and win mandates for new opportunities;
• Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients;
• Integral to the execution of transactions, solving complex problems using rigorous analytical techniques, leading workstreams and driving deliverables, and regularly presenting to senior executives;
• Analyze detailed corporate and industry financial information, as well as conducting due diligence;
• Development of financial models related to merger and acquisition transactions, company/asset valuations and capital raises;
• Create and maintain databases including precedent transactions and market comparables;
• Develop relationships with new and existing clients;
• Collaborate cross-functionally within investment banking divisions, working across product groups and regional office locations;
• Assists in the generation of marketing materials including introductory presentations and confidential information; and
• Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.

What You'll Bring

A high regard for detail and accuracy are essential. The role of the Investment Banking Associate is challenging and fast-paced. It requires dedication, passion for the industry, and a solid work ethic.

The successful candidate will possess:

• Strong financial/analytical skills related to corporate finance and securities analysis;
• Self-motivated/ingredients to become a good business generator;
• High degree of work ethic and motivation, including a willingness to work long hours in peak periods;
• The ability to manage multiple tasks and meet deadlines;
• Excellent interpersonal and communication skills;
• Ability to work in an open office and team environment;
• A track record of taking initiative;
• A demonstrated proficiency in problem solving; and
• A strong interest in and understanding of financial markets.

Education & Experience

• An undergraduate degree in business with a focus on finance;
• Additional post-secondary education including MBA, or additional professional accreditations or designations such as CFA or CA/CPA are strongly desired; and
• Minimum three years of full-time work experience in corporate finance, investment banking, accounting or private equity is required.

Systems & Technology

• Expertise with Microsoft Office applications including Excel, PowerPoint and Word; and
• Experience with financial markets software and applications including Bloomberg, FactSet and Capital IQ.

About Stifel

Stifel Canada (https://www.stifel.com/institutional/StifelCanada) is a leading provider of investment banking services, including advisory and underwriting, institutional sales and trading and research services. We offer a full suite of focused debt capital markets, equity capital markets, financial advisory, and investment services, delivering superior advice and execution to a broad range of corporate clients and institutional investors worldwide.

Stifel Canada is a subsidiary of Stifel Financial Corp., a public (NYSE - SF) full-service global investment bank with over 8,500 personnel operating in Canada, the United States and Europe. This includes over 400 investment banking professionals serving the needs of growth companies through specialized expertise and strong relationships within its core industries. As a growth company itself, Stifel's passion is in bringing the right combination of people, products and services to the table to help our clients grow and excel for the long term.

At Stifel Canada we offer an entrepreneurial environment, competitive pay, paid time off, a comprehensive benefits package which includes but is not limited to health, dental, paramedical and vision care, healthcare/lifestyle spending account, wellness initiatives, life insurance.

Inclusiveness and Equal Opportunity

At Stifel Canada we are committed to our vision of an equitable, diverse and inclusive finance industry where people of all genders, races, sexual orientations and abilities have equal opportunity to advance, succeed and lead.

If you require an accommodation for the recruitment process, please let us know and we will work with you to meet your needs.

Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended.

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.