Stifel Financial Corp. · 2 hours ago
Project Management & Origination Associate - Eaton Partners
Stamford, CT
Full-time
Onsite
Mid Level
3+ years expStifel Financial Corp. is a global wealth management and investment banking firm that prioritizes innovation and client success. The Project Management & Origination Associate will participate in the execution of alternative investment fund mandates and assist in sourcing new prospective clients, while also managing and mentoring Analysts within a fast-paced environment.
BankingFinanceFinancial Services
Responsibilities
Support the diligence, launch, and project management of Funds
Serve as a junior liaison between project management and distribution team
Provide general industry research, including industry news updates, geographic and sector review of industries, potential risks, competition, and regulatory changes
Interact with/support clients, with oversight to help them achieve their fundraising objectives
Update key Firm information and materials, with oversight
Produce, maintain, and update Fund materials with limited oversight
Assist in upkeep/internal distribution of management reports, client reports, meeting notes, call notes, etc
Coach, mentor, train Project Management Analysts
Contributing to team meetings and discussions
Performs other related duties as assigned
Qualification
Required
3+ years' of alternative investment experience
Solid knowledge of financial services
Technical understanding of alternative investment products
Superior verbal and written communication skills with credibility to deal with clients at a senior level and respond to detailed and challenging questions
Strong analytical, sales, and marketing instincts
Minimum Required: B.S. or B.A
Minimum Required: FINRA SIE, Series 79 & Series 63
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Preferred
1-3 years' experience working at a Placement Agent or other fundraising role
Benefits
Health, dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
5001-10000 employees
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase