Jobs at Stifel Financial Corp.

Lead investment banking transactions including sell-side M&A, recapitalizations, and debt and equity capital raises. Advise clients, manage relationships, oversee financial modeling and valuation analyses, mentor junior bankers, support business development, and represent the firm in industry and client settings. The role requires investment banking experience, FINRA licenses, strong analytical and communication skills, and the ability to manage multiple projects.

Investment Banking Analyst supporting Stifel’s Clean Energy & Power practice. Responsibilities include industry research, financial modeling, transaction analysis, offering memorandum development, client presentation preparation, and supporting financing and merger transactions. The role requires strong finance and accounting knowledge, analytical and communication skills, attention to detail, and the ability to manage multiple deadlines. Travel of up to 10% may be required.

Supports senior equity research analysts through financial modeling, valuation, data gathering, company and sector analysis, investment thesis development, research writing, and client communication. Builds Excel-based financial statements, DCF models, and comparable company analyses; manages Bloomberg and FactSet data; validates models; answers institutional sales and client questions; develops industry sources; and contributes to research presentations and special projects. Requires up to 20% local, regional, or national travel.

Conduct industry research, build financial models, analyze projections and transactions, draft offering memoranda, prepare client presentations, and support clients executing financing and merger transactions within Stifel’s Clean Energy & Power investment banking practice.

The IT Senior Project Manager drives information technology maturity and continuous improvement initiatives. Responsibilities include prioritizing projects, coordinating with business and technology teams, managing third-party vendors, documenting strategies and milestones, monitoring project progress, improving policies and processes, researching industry developments, and presenting recommendations to senior leadership. The role requires expertise in information security and identity management best practices, strong communication, analytical, organizational, and project management skills.

Leads investment banking transactions in the Clean Energy & Power sector, managing M&A, recapitalizations, debt and equity financings from origination through close. Develops financial models, valuations, offering memorandums, and client materials; manages client relationships, due diligence, and transaction execution. Mentors analysts, supports business development, represents the firm at industry events, and manages multiple concurrent projects.

Supports senior equity research analysts covering consumer broadlines and hardlines by building and validating financial models, conducting valuation and industry analysis, maintaining comparable-company data, gathering market and management information, producing written research, responding to client and sales questions, and presenting investment theses. Develops sector expertise, manages research databases, maintains client contacts, and travels occasionally for industry and client activities.

Leads complex technology programs and concurrent projects, with a primary focus on Salesforce platform initiatives. Oversees configuration, integrations, data, releases, budgets, risks, dependencies, and stakeholder communications. Mentors project managers and business analysts, improves delivery processes and tooling, establishes program metrics, and communicates technology value to executives. Coordinates internal teams, business partners, and third-party vendors while driving consistent, high-quality delivery.

Develop and maintain full-stack applications across design, integration, testing, and deployment. Build accessible front-end functionality, server-side services, event-driven microservices, data pipelines, and cloud-based applications using AWS. Apply Infrastructure as Code, CI/CD, serverless and container technologies, and software testing practices. Mentor developers, conduct code reviews, define development standards, troubleshoot complex issues, and contribute to AI/ML infrastructure and MLOps capabilities.

Conducts equity research for the Industrials sector by gathering data, building and validating financial models, performing valuation analysis, maintaining databases and comparable-company analyses, and developing written research. Communicates investment theses and industry insights to senior analysts, institutional sales teams, and clients. Builds external relationships with management teams, suppliers, and customers, supports special projects, and travels up to 20% for research activities.

The Investment Banking Associate manages M&A and financing transactions from origination through closing. Responsibilities include building integrated financial models, conducting valuation and M&A analyses, preparing memoranda, supporting due diligence and drafting, managing multiple transactions, assessing opportunities, and mentoring junior staff. The role requires client management, analytical, modeling, and transaction execution skills, along with a finance-related bachelor's degree and 3–5 years of investment banking experience.

Leads venture banking efforts supporting venture, growth-stage, and private-equity-backed companies. Responsibilities include sourcing opportunities, structuring and underwriting debt solutions, managing client portfolios, leading deal processes, developing industry relationships, recruiting and managing a venture banking team, and identifying cross-platform opportunities across investment banking and wealth management.

Designs and builds Salesforce technical architecture, including custom development, integrations, data migrations, vendor packages, and platform maintenance. Leads technical design sessions, establishes coding and integration best practices, oversees testing and deployments, and provides expert guidance to development teams. Partners with business stakeholders to define requirements, presents solutions, manages technical scope, and supports the full software development lifecycle. Requires extensive Salesforce experience, financial services implementation expertise, and Salesforce Platform Developer certifications.

Conducts quantitative and qualitative due diligence on private equity investments, prepares investment memoranda and recommendations, supports fundraising, manages relationships with investment firms and intermediaries, monitors existing investments, and provides analytical support for reporting, presentations, and research.

Leads venture banking activities supporting venture-backed technology and life sciences companies. Responsibilities include sourcing debt and banking opportunities, structuring and underwriting loans, managing client portfolios, overseeing loan closings, developing industry relationships, recruiting and leading a venture banking team, and identifying opportunities across Stifel’s broader platform.

Conduct biotech sector research and due diligence, develop equity research reports, build Excel-based financial and valuation models, defend investment theses, respond to institutional sales and client inquiries, and support senior research analysts with special projects. Travel by car or air may be required up to 20% of the time.

Evaluates biotechnology drug pipelines and competitive landscapes through scientific literature, clinical data, conferences, and key opinion leader research. Builds Excel-based financial and drug revenue models, contributes to equity research reports, analyzes company news, supports investment theses, and responds to institutional clients. Requires strong oncology or immunology knowledge, scientific communication skills, and experience in biotech equity research or oncology-focused healthcare consulting.

Manage investment banking transactions from origination through closing, serving as project manager for M&A, corporate finance, financing, and restructuring assignments. Develop financial models, valuation analyses, transaction memorandums, and due diligence materials. Manage client relationships, mentor analysts, assess business opportunities, and coordinate multiple concurrent projects.

Leads ongoing and initial due diligence for hedge funds and liquid alternative investment products. Reviews product materials, prepares research reports and investment committee memoranda, conducts meetings with product management teams, maintains detailed records and website materials, and coordinates cross-departmental product initiatives. Requires expertise in hedge fund strategies, private placements, financial markets, and investment risks, along with strong communication and analytical skills.

Supports senior equity research analysts covering the semiconductor sector through financial modeling, valuation, data gathering, industry analysis, comp sheets, and written research. Defends investment theses, responds to institutional clients and sales teams, manages financial databases, develops external sources, and contributes to presentations and special projects. Requires a bachelor's degree, 2–4 years of relevant experience, FINRA SIE, Series 86 and Series 87 licenses, and up to 20% travel.