Overview

Stifel’s Investment Banking division is seeking a Business Analyst in their New York, NY office to support the Financial Sponsors Group. The Financial Sponsors Group serves as the investment bank’s primary liaison with private equity and venture capital firms. The role will focus on supporting senior members of the Financial Sponsors Group by generating buyer’s lists, tracking banker pitch activity, managing the deal pipeline, and completing CRM data entry and analysis.

Essential Duties & Responsibilities

• Track banker pitch activity and ensure relevant information is input into Salesforce
• Provide support to other groups, within the investment banking division, to market the firm’s financial sponsors practice area
• Complete portfolio analyses on Financial Sponsor clients
• Recommend buyers in conjunction with M&A transactions
• Coordinate regular team calls and prepare relevant materials
• Maintain group specific marketing handouts and collaborate with the Institutional Group marketing department to prepare mailers and other marketing materials
• Track meeting activity especially in conjunction with conferences and other events

Position Specifications/Requirements

• Bachelor’s Degree or equivalent required in business, accounting or finance
• Excellent communication skills, both written and verbal
• Ability to develop relationships with internal and external clients
• Proficient with various computer programs including Excel, PowerPoint, Salesforce, Capital IQ, and Pitchbook
• Excellent level of attention to detail and accuracy
• Proactive thinker and interest in helping us grow the group and firm
• Well-developed skills in organization, prioritization, and time management
• Works efficiently under stress to meet deadlines

Minimum salary: $70,000

Maximum salary: $95,000

Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success – and 26 years of continual growth – is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.