What are the responsibilities and job description for the 2024 Analyst - KBW, A Stifel Company (Chicago) position at Stifel?
2024 KBW Investment Banking Analyst (Chicago)
Company Description:
Keefe, Bruyette & Woods, A Stifel Company is a full-service investment bank and broker dealer specializing in the financial services sector. The firm maintains industry‐leading positions in the areas of mergers and acquisitions, initial public offerings, secondary offerings, research as well as sales and trading in equities securities of financial services companies.
The firm’s investment banking division provides a broad range of services to depositories, insurers, broker-dealers, mortgage banks, asset managers, REITs, specialty finance firms, securities exchanges and fintech companies. KBW professionals advise clients on M&A origination and advisory transactions, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. Based on a history of exceptional transaction execution and significant senior level attention, KBW is known as thought leaders in the industry, with a complete perspective of the micro and macro trends that impact decisions. Backed by more than 100 seasoned professionals around the world, KBW focuses their resources on developing long-term relationships to help clients navigate increasingly interrelated global financial markets. KBW has advised on more than 70 percent of the 15 largest bank M&A deals since 2019.
Since our founding in 1962, the lifeblood of our business has been the relationships our team of professionals develop with their clients, with investors, and with each other. At KBW, you’ll join a group of over 400 hardworking visionaries with deep domain expertise and a unique understanding of the rapidly changing financial services industry. KBW is committed to providing an entrepreneurial environment that encourages expansive, long-term thinking. We value diversity and aim to foster a results-driven culture that promotes from within and empowers people of all backgrounds to succeed.
Position Description: IB Analyst Program
KBW’s Investment Banking Analyst Program provides a hands-on introduction to a career in Finance. Analysts work alongside our banking professionals and gain exposure to a variety of transactions, including merger and acquisition advisory services, debt and equity financings, and balance sheet restructuring.
Responsibilities
An Analyst’s specific responsibilities may include conducting industry research, building financial models to analyze company projections or potential transactions, drafting offering memorandums for public or private financings, preparing client presentation materials, and working with clients to execute financing or merger transactions.
The primary role of the Analyst includes:
- Analyzing and researching companies in the Banks and Depositories industry
- Conducting industry research and tracking key trends
- Preparing presentation materials such as PowerPoint slides and summaries for pitchbooks
- Working with teams to execute financing or merger transactions
- Performing in-depth, quantitative financial analyses
- Contributing to team and/or client meetings and discussions
Qualifications
Analyst 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:
- Strong quantitative and analytical skills
- Superior attention to detail
- Disciplined work ethic
- Excellent verbal and written communication skills
- Ability to effectively manage multiple simultaneous project deadlines
- Proficiency in Excel and PowerPoint
- Significant exposure to finance and accounting
- Experience with financial modeling and analysis preferred
- Ability to work in teams
- Highly-motivated and energetic
- Must be graduating in 2024
Please note: To be eligible, applicants must be authorized to work in the United States without requiring visa sponsorship now or in the future.
Additional Information & Next Steps
Analyst opportunities may be available in a variety of locations.
Please learn more about our firm by using the following website links:
- http://www.kbw.com/investment-banking
- http://www.stifel.com/institutional/investment-banking
- http://www.millerbuckfire.com/investment-banking/investment-banking
Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division, Keefe, Bruyette & Woods, Inc., Century Securities Associates, Inc., Miller Buckfire & Co., LLC and MainFirst Securities US Inc., each of which is a broker-dealer registered with the SEC and members of FINRA. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. To learn more about Stifel, please visit the Company’s website at www.stifel.com.
