IB Associate - Diversified Industrials & Services

About the role

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. The M&A Investment Banking Associate for the KBW Investment Banking Financial Services Group develops financial models and related valuation analysis for both public and private offerings.

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 and 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 identify target areas for their development.
• Work on multiple projects and transactions simultaneously.

Requirements

• Bachelor's degree in Finance or a related field (minimum required).
• 3–5 years post‑undergraduate work experience in investment banking or a related field (minimum required).
• No specific licenses or credentials required.

Qualifications

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

Skills

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

Pay

Salary range: USD $175,000 – $225,000 per year. Actual compensation may vary based on qualifications, skills, and overall competencies. The base salary is one component of Stifel’s overall compensation package.

Benefits

• Discretionary bonuses.
• Health, dental, vision, and prescription insurance.
• Stifel Total Health Connect.
• Flexible spending accounts.
• Tuition and certification assistance programs.
• Paid time off and additional paid leave.
• Other employee offerings (see Stifel benefits page for a comprehensive list).