IB Analyst - Clean Energy & Power

Stifel Financial Corp.; Houston, Northern (TX, KY); On-site; USD 90,000 - 120,000; Full time

Job summary

Stifel Financial Corp. seeks an Investment Banking Analyst to conduct industry research, build financial models, and draft offering memorandums for financings or transactions.

You will prepare client presentation materials and work with clients to execute financing or merger deals, including travel up to 10% as needed across local, regional, and national assignments.

Qualifications

• Bachelor's degree in Finance or related field.
• 0–2 years of business analysis or brokerage industry experience.
• Strong financial modeling and analysis capabilities.

Responsibilities

• Conduct industry research and analyze market data.
• Build financial models to project company performance or transactions.
• Draft offering memorandums for financings and M&A processes.
• Create client presentation materials and support deal execution.
• Coordinate with clients to execute financing or merger transactions.

Skills

Financial modeling

Analytical skills

Time management

Professionalism

Communication

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Excel

Word

PowerPoint

Outlook

Job description

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

Under general supervision, the Investment Banking Analyst is responsible for conducting industry research, building financial models to analyze company projections and or potential transactions, drafting offering memorandums for public or private financings, drafting client presentation materials and working with clients to execute financing or merger transactions.

What We're Looking For

• Conduct industry research.
• Build financial models to analyze company projections or potential transactions.
• Draft offering memorandums for public or private financings.
• Prepare client presentation materials.
• Work with clients to execute financing or merger transactions
• Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 10%.

What You'll Bring

• Investment Banking Knowledge - Experience with financial modeling and analysis with significant exposure to finance and accounting.
• Analytical Skills - Strong analytical and quantitative skills. Knowledge of the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
• Time Management - Highly-motivated and energetic while managing one's time, and effectively managing multiple projects and deadlines to ensure the timely completion of all items.
• Personal Characteristics - Demonstrates professionalism, superior attention to detail, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes with the ability to work in teams.
• Communications Skills - Excellent conceptualization, presentation and communication skills to effectively execute change.

Education & Experience

• Minimum Required: Bachelor's degree in Finance or related field
• Minimum Required: 0-2 years as a business analyst, or related experience in brokerage industry

Licenses & Credentials

• Minimum Required: None

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

About Stifel

At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients.

Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. The combination of a full-service product offering and more than 600 bankers’ deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients.

Stifel’s success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to engage with and hire talented candidates from all backgrounds – specifically, those who have the desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work.