Private Equity Due Diligence Specialist

About 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. Stifel is 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. 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 building careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, and more.

Responsibilities

• Performs quantitative and qualitative analysis used in the due diligence of potential private equity investment opportunities.
• Prepares investment memoranda based on due diligence findings into well-developed investment recommendations.
• Provides fundraising support, including regular communication with Financial Advisors and clients.
• Develops and manages relationships with private equity firms and other intermediaries to generate investment opportunities.
• Monitors and reports on the performance of existing investments, including the documentation of existing files and procedures.
• Provides analytical support to senior investment professionals for reporting, presentations, and research projects.

Requirements

• Bachelor’s degree in Business, Economics, Finance, or Accounting (minimum required).
• 1-3 years of relevant work experience, including private equity, investment banking, investment consulting, or accounting and valuation services.
• Series 7 & Series 66 (or 65 and 63) licenses (required within 12 months of hire).
• Proficient in Microsoft Office Suite with strong skills in Excel and PowerPoint.

Qualifications

• Knowledge of the alternative investment industry, general investment principles, and characteristics across asset classes with strong finance and economic competencies.
• Excellent analytical, communication, and presentation skills.
• Preferred: Capabilities within computer science, programming, or data analysis.

Benefits

• Discretionary bonuses.
• Health, dental, vision, and prescription insurance offerings.
• Stifel Total Health Connect.
• Flexible spending accounts.
• Tuition & certification assistance programs.
• Paid time off.
• 401k retirement plan.
• Wellness initiatives.
• Life insurance.

For a more comprehensive list of Stifel’s current offerings, visit https://www.stifel.com/careers/benefits.

Pay

Salary: USD $85,000.00/Yr. - USD $100,000.00/Yr. Actual salaries may vary based on qualifications, skills, and overall competencies.