IB Associate - Clean Energy & Power

Stifel; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Stifel is seeking Associates in Houston, Texas, to serve as project managers on client-focused teams within Corporate Finance and M&A disciplines. This role involves managing projects, developing financial models, and mentoring junior staff.

The ideal candidates will have a Bachelor’s degree in Finance or a related field with 3-5 years of experience in Investment Banking or Private Equity. Stifel provides a unique blend of analytical rigor in an entrepreneurial environment.

Qualifications

• 3-5 years post-undergraduate work experience in Investment Banking or Private Equity.
• Strong ability to work in an entrepreneurial culture.
• Excellent analytical, modeling, and client management skills.

Responsibilities

• Manage the deal process from origination to close.
• Develop integrated financial models and perform valuation analyses.
• Participate in M&A and corporate finance assignments.

Skills

Analytical skills

Financial modeling

Client management

Project management

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Microsoft Outlook

Job description

What You’ll Be Doing

At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor.

What We’re Looking For

• Play a critical role as the project manager on teams to manage the deal process from origination to close
• Develop integrated financial models and related valuation analyses
• Participate in M&A, corporate finance (debt, public, and private equity) and restructuring assignments
• Prepare valuations, write memorandums for M&A and private placement processes, conduct M&A analyses, and participate in due diligence and drafting sessions for public and private offerings
• Mentor junior staff and target areas for their development
• Work on multiple projects and transactions at any given time

What You’ll Bring

• Strong ability to work in an entrepreneurial culture
• Ability to manage, from start to finish, financing and M&A transactions
• Excellent analytical, modeling, and client management skills
• Exercises good judgment in assessing risks and rewards of new business opportunities

Education & Experience

• Minimum Required: Bachelor’s degree in Finance or related field
• Minimum Required: 3-5 years post-undergraduate work experience in Investment Banking or Private Equity

Licenses & Credentials

• Minimum Required: None

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook