at Stifel Financial Corp. in ChicagoChicago, Illinois, United States
Job Description
Description
Summary
Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to learn technical and business development skills is important, as is a willingness to work outside normal business hours. Analysts participate in junior banker training with colleagues from offices located throughout the nation. Some travel expected.
Essential Duties and Responsibilities
* Develop and analyze financial and debt models to support the marketing and execution of new municipal bond issues.
* Research capital needs and financial structure of local government agency clients.
* Create marketing and sales materials, attend client meetings, and act as a point of contact for the finance team throughout the financing process.
* Perform debt profile analyses related to current and prospective public finance clients.
* Assist with the preparation and delivery of client pitch books and requests for Proposals/Qualifications.
* Research industry and financial market trends, running data queries and analyzing such data.
* Prepare memorandums describing financing ideas and opportunities, and case studies on completed transactions.
Qualifications
* Interest in public sector and municipal finance.
* Ability to multi-task, work independently and collaborate in teams.
* Knowledge, or ability to learn, web-based applications, and specialized information systems, including EMMA, Bloomberg, TM3, Munex, and DBC.
* Knowledge of finance and accounting principles.
* Ability to prepare and deliver clear, effective and professional presentations.
* Competence in clearly and effectively communicating in both oral and written formats.
Education and Experience
* Minimum Required: Bachelor's Degree in Finance or a related field
* Minimum Required: 0 to 2 years' related experience
Licenses and Credentials
* Minimum Required: Series 50, 52, 63, or ability to obtain within 12 months from date of hire.
Systems and Technology
* Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Disclaimer
NOTE: Job descriptions are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about jobs. Nothing in this job description restricts management right to assign or reassign duties and responsibilities to this job at any time.
About Stifel
Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London,... For full info follow application link.
Stifel is committed to providing equal employment opportunities (EEO) to all associates,
applicants for employment, and individuals providing services in the workplace without regard to
actual or perceived race, color, religion, creed, gender, pregnancy (including childbirth, lactation,
child-bearing capacity, sterilization, fertility, past pregnancy condition and the potential or intention
to become pregnant and related medical condition), sexual and reproductive health decisions, sexual
orientation, gender identity and gender expression (including transgender individuals who are
transitioning, have transitions, or are perceived to be transitioning to the gender with which they
identify), national origin, ancestry, age, disability, weight, genetic information, marital status,
citizenship status, familial status, homelessness (i.e., lack of a permanent mailing address or a
mailing address that is a shelter or social services provider), status as a covered veteran or any
other protected criteria in accordance with applicable federal, state and local laws. Stifel complies
with applicable state and local laws governing non-discrimination in employment applicable to
each location in which the Firm operates. Stifel strictly prohibits any form of unlawful
discrimination.
Equal opportunity extends to all aspects of the employment relationship, including hiring,
transfers, promotions, training, termination, working conditions, compensation, benefits, and other
terms and conditions of employment. All Stifel associates are responsible for implementing this
EEO policy in their daily actions, conduct and decisions. All associates are expected to treat each
other with respect and professionalism.
Stifel is an Equal Opportunity Employer.
