Investment Banking Analyst (Future Opportunities)

Stifel; Toronto; On-site; CAD 90,000 - 110,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Fertility benefits

Paramedical and vision care

Life insurance

Paid parental leave

Paid time off

Job summary

Stifel Canada is seeking an Investment Banking Analyst to support the team with valuation, financial modeling, client presentations and research. Early in their career, Analysts maintain databases and assist with live transactions while interacting with clients.

Stifel Canada offers industry coverage including Technology, Consumer, Diversified Industries, Life Sciences and Metals & Mining, with a base salary of CAD 100,000 annually and strong growth potential.

Qualifications

• Undergraduate degree in business with a focus on finance.
• CFA designation viewed favorably; pursuing acceptable.
• 1–2 years of full‑time work experience in corporate finance, investment banking, accounting or private equity is beneficial.

Responsibilities

• Perform valuation methods: comps, precedent transactions, DCF.
• Assist deal team with recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations.
• Prepare and review financing materials, including investment memoranda, management presentations and pitchbooks.
• Prepare and use financial models for analyzing and evaluating companies and transactions.
• Maintain databases on transactions and companies' financials/multiples within sector coverage.
• Perform due diligence, research, analysis and documentation of live transactions.
• Create presentations for clients to solicit mandates or support mandated transactions.
• Monitor impact of current events and news on clients.

Skills

Financial analysis

Corporate finance

Securities analysis

Attention to detail

Work ethic

Communication skills

Teamwork

Long hours

Education

Undergraduate business degree (finance)

CFA designation pursued

1-2 years related experience

Tools

Excel

PowerPoint

Word

Bloomberg

FactSet

Capital IQ

Job description

What You'll Be Doing

The Investment Banking Analyst role at Stifel Canada is both challenging and stimulating. At the early stages of their career, Analysts focus on maintaining/updating databases, client presentations, research, and financial modeling. As the individual’s career progresses, Analysts 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.

Salary: The base salary is $100,000 annually.

What We're Looking For

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

• Perform various corporate and asset valuation methods: comparable companies, precedent transactions and DCF;
• Assist the deal team with the development of recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations;
• Prepare and review materials used in the financing of clients, including investment memoranda, management presentations and pitchbooks;
• Prepare and use financial models for the purposes of analyzing and evaluating companies and transactions;
• Work with the team to maintain databases on transactions and companies financials/multiples within the sector coverage;
• Perform due diligence, research, analysis, and documentation of live transactions;
• Create presentations for clients to solicit mandates or in support of mandated transactions; and
• Keep abreast of and analyze the impact on clients of current events, critical issues, and relevant news.

What You'll Bring

A high regard for detail and accuracy are essential. The role of the Investment Banking Analyst is challenging and fast‑paced. It requires dedication, passion for the industry, a solid work ethic and strong ability to function as part of a team.

• Strong financial/analytical skills related to corporate finance and securities analysis;
• High degree of work ethic and motivation, including a willingness to work long hours;
• 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

• Minimum Required: Undergraduate degree in business, with a focus on finance;

• A CFA designation, or the pursuit of a CFA designation is viewed favorably; and

• One to two years of full‑time work experience in corporate finance, investment banking, accounting or private equity is beneficial.

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, comprehensive benefits package which includes health, dental, fertility, paramedical and vision care, HCSA, wellness initiatives, life insurance, paid parental leave and paid time off.

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.