Stifel Job - 36682620 | CareerArc
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Company: Stifel
Location: Chicago, IL
Career Level: Associate
Industries: Banking, Insurance, Financial Services



At Stifel, Associates are the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring financial analysts. Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer associates a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with analytical rigor . Our associates develop industry coverage expertise while also refining their corporate finance knowledge and deal execution skills.


  • Work on multiple projects and transactions at any given time
  • Work closely with senior level bankers and play a critical role as the project manager on most teams
  • Involved in both corporate finance and merger and acquisitions projects
  • Manage the analytical product created for clients
  • Manage the deal process from origination to execution
  • Analyze data and present conclusions
  • Analyze companies' financial and operational performance
  • Build financial models depicting a company's historical and future results
  • Write offering memorandums describing a company's strategy and growth prospects
  • Help clients achieve their financial and strategic objectives
  • Build a strong network of contacts in the banking, private equity and emerging growth corporate communities
  • Gain exposure to how company management teams and board of directors make strategic and financial decisions
  • Over time, associates are expected to develop an industry or product expertise
  • Performs other related duties as assigned.


  • Bachelor's degree in finance or related field required.
  • 3-5 years investment banking experience as a financial analyst and associate, or similar experience in a legal firm

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