KBW - Equity Capital Markets Analyst (NYC)

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.

Under general supervision, the Capital Markets Analyst is responsible for supporting deal teams on capital markets transaction origination and execution across both debt and equity products. This role will require the analyst to focus on origination, pricing, structuring, modeling, valuation and execution of a full suite of products, including senior debt, subordinated debt, preferred equity, IPOs, and follow-on offerings.

Specific responsibilities include but are not limited to:

• Monitoring markets to determine indicative pricing levels for various products
• Analyzing trends in the markets, including macro-environment and new issue/secondary
• Providing modeling and valuation analysis for all transactions
• Cost of Capital and Capital Structuring analysis for various financing alternatives
• Supporting deal teams on all parts of transaction execution
• Chaperoned communication with research on pricing and structuring of mandated transactions
• Collaborating with Fixed Income and Equity Sales Teams to gather investor feedback on live transactions

The ideal candidate will possess the following:

• Strong quantitative / analytical skills
• Understanding of financial concepts and the securities markets
• Solid work ethic and superior attention to detail
• Excellent verbal and written communication skills
• Ability to effectively manage multiple simultaneous project deadlines
• Proficiency in Excel and PowerPoint
• Strong ability to work in a team-based and entrepreneurial culture
• Bachelor’s degree required
• Experience at a financial services institution a plus
• Familiarity with investment banking terms and processes

• Minimum Required: Bachelor's degree in Finance or related field
• Minimum Required: 1-2 years as a business analyst, or related experience in brokerage industry

• Minimum Required: None

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Salary: USD $110,000.00/Yr. - USD $125,000.00/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.

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 & 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 a thought leaders in the industry, with a complete perspective of the micro and macro trends that impact decisions. Backed by more than 100 seasoned investment banking 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 10 of the 15 largest bank M&A deals since 2020.

 

Since KBW’s founding in 1962, the lifeblood of the business has been the relationships the 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.