IB Associate - Technology jobs in United States
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Stifel Financial Corp. · 1 day ago

IB Associate - Technology

Stifel Financial Corp. is a global wealth management and investment banking firm with a culture focused on client and associate success. The M&A Investment Banking Associate will develop financial models, manage deal processes, and mentor junior staff while participating in various financial transactions and analyses.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Play a critical role as the project manager on teams to manage the deal process from origination to close
Develop integrated financial models and related valuation analyses
Participate in M&A, corporate finance (debt, public, and private equity) and restructuring assignments
Prepare valuations, write memorandums for M&A and private placement processes, conduct M&A analyses, and participate in due diligence and drafting sessions for public and private offerings
Mentor junior staff and target areas for their development
Work on multiple projects and transactions at any given time

Qualification

Financial modelingValuation analysisM&A transactionsClient managementMicrosoft ExcelAnalytical skillsEntrepreneurial mindsetRisk assessmentMicrosoft WordMicrosoft PowerPointMicrosoft OutlookProject managementMentoring

Required

Bachelor's degree in Finance or related field
3-5 years post-undergraduate work experience in investment banking or a related field
Strong ability to work in an entrepreneurial culture
Ability to manage, from start to finish, financing and M&A transactions
Excellent analytical, modeling, and client management skills
Exercises good judgment in assessing risks and rewards of new business opportunities
Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Benefits

Discretionary bonuses
Health / dental / vision / prescription insurance offerings
Stifel Total Health Connect
Flexible spending accounts
Tuition & certification assistance programs
Paid time off
Wellness initiatives
Life insurance
401k

Company

Stifel Financial Corp.

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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.

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 Company
Total Funding
unknown
1993-01-08IPO

Leadership Team

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Ronald Kruszewski
Chairman and CEO
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Anne Perlman
Managing Director, Investment Banking - Stifel
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Company data provided by crunchbase