IB Associate - Energy (Houston)

Stifel Financial Corp.; Houston (TX); On-site; USD 100,000 - 160,000; Full time

Job summary

Stifel Financial Corp. in Houston seeks an Associate in its investment bank to act as the keystone of project teams, guiding Analysts and managing the deal process from origination to close.

You will develop integrated financial models, perform valuation analyses, and participate in M&A, debt, and corporate-finance assignments while mentoring junior staff and handling multiple transactions. This role requires a Bachelor's degree in Finance and 3–5 years of post-undergraduate experience; strong

Qualifications

• Bachelor's degree in Finance or related field required.
• 3–5 years post-undergraduate experience in investment banking or related field.
• Strong financial modeling and valuation skills.
• Proficiency in Excel, PowerPoint, Word.

Responsibilities

• 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

Skills

Project management

Financial modeling

Valuation analyses

M&A

Client management

Education

Bachelor's degree in Finance

3-5 years post-undergraduate IB experience

Tools

Microsoft Excel

PowerPoint

Word

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

Within Stifel's investment bank, 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 a related field

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.