IB Analyst - Real Estate

Stifel Financial Corp.; Northern (KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Stifel Financial Corp. in the United States seeks an Investment Banking Analyst to support its Real Estate Investment Banking Group, conducting research, building models, and drafting client materials.

You will work on equity and debt financing, mergers and acquisitions, and capital markets transactions, with travel up to 10% and strong attention to detail. Ideal candidates have a finance or real estate degree and 0–2 years of related experience, plus proficiency in Excel, PowerPoint, and

Qualifications

• Bachelor's degree in Finance, Real Estate, or related field.
• 0–2 years as a business analyst or related experience in financial services (recent grads considered).
• Strong financial modeling and analysis experience or exposure to real estate capital markets.

Responsibilities

• Conduct real estate industry and property-sector research (REITs/REOCs).
• Build models to analyze projections and potential transactions (NAV, FFO/AFFO).
• Draft offering memorandums for public or private financings and client materials.
• Prepare client presentations for management teams and Boards of Directors.
• Support execution of equity and debt capital markets, private placements, JVs, and mergers.

Skills

Investment Banking Knowledge

Analytical Skills

Time Management

Personal Characteristics

Communication Skills

Education

Bachelor's degree in Finance/Real Estate

Tools

Excel

Word

PowerPoint

Outlook

S&P Capital IQ

FactSet

Bloomberg

CoStar

ARGUS

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 supports Stifel’s Real Estate Investment Banking Group, which provides advisory and capital-raising services to Real Estate Investment Trusts (REITs) and Real Estate Operating Companies (REOCs). The Analyst is responsible for conducting industry and property-sector research, building 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 real estate industry and property-sector research, including REIT and REOC comparable company, market, and asset-level analysis.
• Build financial models to analyze company projections or potential transactions, including NAV, FFO/AFFO, and property-level cash flow analyses.
• Draft offering memorandums for public or private financings, including common stock, preferred stock, convertible and hybrid securities, and debt securities.
• Prepare client presentation materials for management teams and Boards of Directors.
• Work with clients to execute equity and debt capital markets, private placement, joint venture, and merger transactions.
• Some travel by car and/or 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; demonstrated interest in real estate, REITs, or real estate capital markets.
• Analytical Skills - Strong analytical and quantitative skills. Knowledge of the financial markets, the real estate 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.
• Communication Skills - Excellent conceptualization, presentation and communication skills to effectively execute change.

Education & Experience

• Minimum Required: Bachelor's degree in Finance, Real Estate, or related field
• Minimum Required: 0-2 years as a business analyst, or related experience in financial services. Recent (2026) graduates and candidates with 1-2 years of investment banking, real estate, or corporate finance experience will both be considered.

Licenses & Credentials

• Minimum Required: None

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook
• Preferred: Familiarity with S&P Capital IQ, FactSet, or Bloomberg, and with real estate data and valuation tools (e.g., CoStar, ARGUS)

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.