IB Analyst, Clean Energy & Power
Stifel Financial Corp.
About the Role
The Investment Banking Analyst is responsible for conducting industry research, building financial models to analyze company projections and/or potential transactions, drafting offering memorandums for public or private financings, drafting client presentation materials, and working with clients to execute financing or merger transactions.
Key Responsibilities
- Conduct industry research.
- Build financial models to analyze company projections or potential transactions.
- Draft offering memorandums for public or private financings.
- Prepare client presentation materials.
- Work with clients to execute financing or merger transactions.
- Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 10%.
Requirements & Tech Stack
- Microsoft Excel, Word, PowerPoint, Outlook
Qualifications
- Investment Banking Knowledge: Experience with financial modeling and analysis with significant exposure to finance and accounting.
- Analytical Skills: Strong analytical and quantitative skills. Knowledge of the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
- Time Management: Highly-motivated and energetic while managing one's time, and effectively managing multiple projects and deadlines to ensure the timely completion of all items.
- Personal Characteristics: Demonstrates professionalism, superior attention to detail, integrity, maturity, intellectual curiosity, initiative, and good judgment; takes pride of ownership for wins and accountability for losses/mistakes with the ability to work in teams.
- Communications Skills: Excellent conceptualization, presentation, and communication skills to effectively execute change.
Education & Experience
- Bachelor's degree in Finance or related field.
- 0-2 years as a business analyst, or related experience in the brokerage industry.
Licenses & Credentials
- None