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Corporate Finance Associate
2 months ago
As an Investment Banking Associate at Stifel Financial Corp, you will engage in various investment projects and transactions, playing a pivotal role as the project manager while collaborating closely with senior bankers.
Key Responsibilities- Manage multiple investment initiatives and transactions.
- Collaborate with senior-level bankers to drive project success.
Applicants must possess a bachelor’s degree, or its foreign equivalent, in Finance, Economics, or a closely related field, along with a minimum of three years of experience in the offered position, as a Financial Analyst, or in a related role within finance or banking.
Experience RequirementsFull term of experience must include:
- Proficiency in Excel for financial analysis and functions, as well as Power BI.
- Familiarity with investment banking research tools, including FactSet, CapIQ, and Eikon.
- Experience in financial analysis, including price, volume, and cost analyses, as well as product cohort analyses.
- Data analysis capabilities, including manipulating and analyzing large datasets using Excel and/or Power BI.
FINRA Series 79 and 63 licenses are required.
Travel RequirementsApproximately 10% domestic travel may be necessary for client meetings.
