IB Experienced Analyst - Leveraged Finance

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

 

Let’s talk about how you can find your place here at Stifel, where success meets success.

Stifel is seeking an experienced Analyst to join its Leveraged Finance team based in New York City. The Leveraged Finance team provides a full array of financing solutions for financial sponsors and corporate clients. Leveraged Finance originates structures, underwrites, and executes non-investment grade debt financings, including leveraged loans, high yield bonds, bridge financings, and private debt financings.

The candidate’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 presentations and underwriting materials, and collaborating with clients to execute financing transactions.

 

The primary role of the Leveraged Finance Analyst includes:

• Analyzing and researching companies across a wide range of industries
• Participating in the execution of leveraged finance transactions for financial sponsors and corporate clients
• Reviewing legal documentation including commitment papers and credit agreements / indentures
• Preparing presentation materials such as PowerPoint slides and summaries for pitchbooks
• Working with teams to execute financing transactions
• Performing in-depth, quantitative financial analyses
• Contributing to team and/or client meetings and discussions

The candidate should possess relevant leveraged finance experience as well an outstanding academic record 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 / analytical skills, which include leveraged finance, financial and accounting concepts, credit analysis, and financial modeling
• Superior attention to detail
• Disciplined work ethic
• Excellent verbal and written communication skills
• Ability to effectively manage multiple simultaneous project deadlines
• Ability to work as a part of a team
• Highly motivated and energetic

• Minimum Required: Bachelor's degree in Finance or related field
• Minimum Required: 1-3 years of leveraged finance, private credit, or other relevant investment banking experience 

• Minimum Required: None

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Salary: USD $110,000.00/Yr. - USD $135,000.00/Yr.

Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.

At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally.  Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients.

 

Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions.  The combination of a full-service product offering and more than 600 bankers’ deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients.

 

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 engage with and hire talented candidates from all backgrounds – specifically, those who have the desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work.