2024 Summer Analyst: Stifel Equity Research

About Stifel Equity Research

The Stifel Equity Research Group is a recognized leader with a deep and broad spectrum of coverage. Our award-winning analysts are thought leaders, many with hands-on experience in their respective industries, offering objective, in-depth analysis and timely, actionable research ideas.

Stifel is a top 10 provider of U.S. equity coverage in:

• Aerospace & Defense
• Consumer & Retail
• Diversified Industrials
• Internet & Media
• Healthcare
• Real Estate
• Technology
• Transportation
• Business Services
• Energy & Power
• Materials

Position Description: Summer Internship Program

Stifel’s nine-week Equity Research Summer Internship Program provides undergraduates with a hands-on introduction to the role of a Research Associate. You will work alongside our research professionals, from the Associate through the Managing Director level, and will gain exposure to a variety of investment research methods.

Once on board, Summer Interns will have significant learning opportunities on day-to-day projects and gain exposure to the firm and industry as a whole. Summer Interns work on multiple projects simultaneously, with primary responsibilities including research and analysis for their respective industry group coverage.

Stifel is an Equal Opportunity Employer and our employees, across all subsidiaries and affiliates, are people with different strengths, experiences and backgrounds, who share a passion for Finance. We view diversity holistically – it includes race, gender identity, age, disability status, veteran status, sexual orientation, religion, and many other parts of one’s identity. The range of our employees’ points of view are key to our success, and inclusion is everyone's responsibility.

Role Responsibilities

A Summer Analyst’s specific responsibilities may include conducting industry research, building financial models, and preparing client presentation materials

• Updating and building financial models on the companies and industry your team covers
• Analyzing emerging trends in an industry or macro economy
• Assessing relative stock valuations and reviewing findings with your team
• Performing in-depth quantitative financial analyses
• Contributing to team meetings and discussions
• Participating in research calls with Sales & Trading

Desired Skills

Summer Intern candidates should possess outstanding academic records and have demonstrated strong leadership ability through involvement in extracurricular endeavors such as student government, athletics, and cultural and entrepreneurial activities.

The ideal candidate will possess the following:

• Excellent verbal and written communication skills
• Ability to effectively manage multiple simultaneous project deadlines
• Proficiency in Excel and PowerPoint
• Exposure to finance and accounting
• Experience with financial modeling and analysis preferred
• Ability to work in teams
• Highly-motivated and energetic
• Demonstrated interest in finance
• Minimum GPA of 3.5
• An anticipated graduation date between December 2024 – June 2025
• Eligible to start on June 3rd, 2024

Hiring Minimum: $25/hour

Hiring Maximum: $25/hour

Additional Information & Next Steps

Equity Research Summer Internship opportunities may be available in a variety of locations including: Please note that you can apply to only one location.

• Boston, MA
• Chicago, IL
• New York, NY
• Louis, MO

To be considered for this program you must follow a two-step process by applying in Handshake and UKG. If you are advanced to the next step of the process, you’ll receive an email invitation to participate in a phone interview.

Please note: To be eligible, applicants must be authorized to work in the United States without requiring visa sponsorship now or in the future.

About Stifel

Established in 1890, Stifel is one of the nation’s leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation’s seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry’s largest research franchises. In addition, our Stifel Bank subsidiary provides a comprehensive range of banking services.

Stifel’s success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to hire smart, talented, and accepting people who have a desire to expand their skills and realize ambitious goals. We are committed to a diverse workplace that reflects the clients we serve and the communities where we live and work.

At Stifel, we offer an entrepreneurial environment, comprehensive benefits package to include health, dental, and vision care, 401(k), wellness initiatives, life insurance, and paid time off. The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to “virtually” meeting you. Stifel is an Equal Opportunity Employer.

Please learn more about our firm by using the following website links:

www.stifel.com

www.stifel.com/institutional

http://www.stifel.com/research