Top Tech Jobs & Startup Jobs in NYC, NY

Sources, evaluates, monitors, and conducts due diligence on hedge funds, liquid alternatives, private funds, and tax-efficient investment products. Prepares investment memoranda, quantitative analyses, research reports, strategy highlights, proposals, and presentations for internal teams and financial advisors. Maintains databases and product information, engages with investment managers, supports product onboarding, and contributes to cross-departmental initiatives.

Leads venture debt syndication strategy and transaction execution, including structuring, lender outreach, pricing, allocation, negotiation, documentation, and closing. Builds and scales the Venture Banking Syndications platform through systems, processes, team development, and strategic partnerships. Manages institutional and lending relationships, optimizes balance sheet utilization, provides market intelligence, and collaborates with Relationship Management, Credit, Treasury, Legal, Finance, and Operations.

Investment Banking Associate managing M&A, debt, equity, and restructuring transactions from origination through execution. Acts as project manager on deal teams, oversees analyst deliverables, supports client requests, manages transaction processes, and mentors junior staff. Requires strong financial analysis, accounting knowledge, communication, prioritization, and client relationship skills, along with a finance-related bachelor’s degree, investment banking experience, and FINRA securities licenses.

Manage investment banking transactions from origination through close, serving as project manager under senior bankers while mentoring analysts. Develop integrated financial models, valuations, M&A analyses, and transaction memoranda. Support M&A, debt and equity financings, restructurings, due diligence, and offering documentation. Manage multiple client-focused projects while applying analytical judgment, client-management skills, and risk assessment.

Develops new business for Stifel by identifying prospective clients, building sales pipelines, executing targeted marketing strategies, supporting Financial Advisors, maintaining prospect records in Salesforce, improving lead-selection processes, preparing presentations and proposals, and promoting local brand recognition. The role requires financial services knowledge, client-service skills, competitive analysis, problem-solving abilities, and securities licensing.

Supports debt capital markets transaction origination and execution for financial institution clients. Responsibilities include market monitoring, pricing, credit and rates analysis, financial modeling, valuation, capital structuring, regulatory capital analysis, investor feedback, refinancing analysis, and rating agency support. The role requires strong quantitative skills, fixed income and credit market knowledge, proficiency in Microsoft Office, communication skills, and the ability to manage multiple deadlines.