IB Vice President - Technology

Stifel Financial; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

A leading company in investment banking is seeking a Vice President with expertise in the Technology sector. The ideal candidate will lead M&A transactions, manage client relationships, and mentor junior staff, contributing to innovative financial solutions for growing companies. Candidates should bring strong analytical skills and relevant experience in financial transactions.

Qualifications

• 3 to 6 years in investment banking as analyst or associate.
• Series 7, 79, and 63 licenses required.
• Strong background in complex financial transactions.

Responsibilities

• Lead execution of M&A, capital raises transactions.
• Serve as a trusted advisor managing client relationships.
• Mentor junior team members and foster a collaborative environment.

Skills

Client Skills

Time Management

Teamwork

Work Ethic and Attitude

Effective communication skills

Analytical skills

Interpersonal interaction

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

We are seeking a dynamic and experienced Vice President to join our Investment Banking team with a focus on the Technology sector. This role is ideal for a strategic thinker with a strong background in complex financial transactions and a passion for advising innovative companies through pivotal moments in their growth and transformation. Experience in running sell-side M&A transaction is a must.

What We're Looking For

• Lead execution of M&A, recapitalizations, and capital raises (debt and equity) transactions.
• Serve as a trusted advisor to clients, managing relationships and delivering financial solutions.
• Oversee the development of detailed financial models, valuation analyses, and presentations.
• Mentor and develop junior team members, fostering a collaborative and high-performance culture.
• Contribute to business development efforts by identifying and pursuing new client opportunities.
• Build sector expertise and represent the firm at industry events and client meetings.

What You'll Bring

• Client Skills: Able to win the confidence of clients; sensitive to clients' needs in both anticipating and delivering upon requests; able to build strong, long-term business relationships.
• Time Management: Able to organize and prioritize multiple tasks and responsibilities; able to follow through and meet deadlines; able to manage expectations appropriately; able to use firm's resources efficiently.
• Teamwork: Works well within assigned project teams; accessible to and respectful of all team members, regardless of relative seniority; willing to train and mentor others; strives to be a value added resource to other groups throughout the firm.
• Work Ethic and Attitude: Dedicated to accomplishing goals; willing to take on additional responsibilities to produce outstanding work; strives for excellence; maintains a positive attitude through stressful situations.
• Personal Characteristics: Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes; knows when to ask for help.
• Effective communication skills and able to relay information well in both written and verbal form.
• Solid analytical skills - uses logic and reasoning to identify complex problems; review related information and develop options and implement solutions.
• Good interpersonal interaction and able to work well with others.

Education & Experience

• Minimum Required: Bachelors' degree
• Minimum Required: 3 to 6 years investment banking experience as a financial analyst and associate, or similar experience in a legal firm

Licenses & Credentials

• Minimum Required: Series 7, 79, and 63 licenses

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.