IB Associate - Consumer

Posted 15 Days Ago
Be an Early Applicant
Boston, MA, USA
In-Office
175K-225K Annually
Mid level
Fintech
The Role
Investment Banking Associate manages deal teams and transaction processes across M&A, debt, and equity financings. Responsibilities include project management from origination through execution, overseeing analyst deliverables, supporting valuation and advisory work, managing client requests, mentoring junior staff, and working with senior executives and private equity or venture capital firms. The role requires strong financial analysis, accounting knowledge, communication, prioritization, and transaction execution skills.
Summary Generated by Built In
Why Stifel

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.

What You'll Be Doing

The IB Associate will work within a team of technical and financial professionals and will be an integral part of deal teams, serving as a project manager, taking guidance from senior bankers, and managing and mentoring analysts. Stifel Investment Banking provides strategic advisory services to clients that include initiating, structuring, and negotiating mergers, acquisitions, and divestitures as well as providing fairness opinions, valuation, and restructuring services. The firm has been growing rapidly and is continuously expanding its service lines while maintaining its focus on the middle market.

What We're Looking For
  • Work on multiple projects and transactions at any given time.
  • Play a critical role as the project manager on teams; help to manage the deal process from origination to execution.
  • Involved in both corporate finance (debt, public and private equity) and M&A deals. 
  • Manage the analyst product created for clients.
  • Train and mentor junior staff.
  • Facilitate external client requests and assist on all related transactional advisory services.
  • Assist financial professionals as needed and perform other job duties as assigned.
What You'll Bring
  • Strong skills and experience in analyst businesses and their financials supported by deep knowledge of accounting.
  • Must be capable of producing high quality work products both independently and as part of a collegial team.
  • Excellent communication skills (written and oral).
  • Comfort in working directly with senior client executives and PE/VC firms.
  • Ability to work in an entrepreneurial culture.
  • Demonstrated problem solving abilities and judgement.
  • Proficient at task prioritization and time management while delivering dependable work product.
Education & Experience
  • Minimum required: Bachelor's degree in Finance or related field 
  • Minimum required: 3+ years of Investment Banking experience 
Licenses & Credentials
  • Minimum Required: FINRA Series SIE, FINRA Series 63, and FINRA Series 79 within one year of hire
Systems & Technology
  • Proficient in Microsoft Excel, PowerPoint
Compensation RangeSalary: USD $175,000.00/Yr. - USD $225,000.00/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. About Stifel

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.

Skills Required

  • Bachelor's degree in Finance or a related field
  • 3+ years of investment banking experience
  • FINRA Series SIE certification within one year of hire
  • FINRA Series 63 certification within one year of hire
  • FINRA Series 79 certification within one year of hire
  • Strong financial analysis and accounting knowledge
  • Ability to produce high-quality work independently and collaboratively
  • Excellent written and oral communication skills
  • Ability to work directly with senior client executives and PE/VC firms
  • Problem-solving ability and sound judgment
  • Task prioritization and time management skills
  • Proficiency in Microsoft Excel and PowerPoint

Stifel Financial Corp. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Stifel Financial Corp. and has not been reviewed or approved by Stifel Financial Corp..

  • Strong & Reliable Incentives — Compensation is positioned as highly attractive for financial advisors, with emphasis on meaningful earning upside tied to production. Recognition for advisor satisfaction indicates that incentive mechanics can be a differentiator in producer roles.
  • Flexible Benefits — The benefits program is broad and multi-option, spanning multiple health plan choices, FSAs/HSAs, and a wide set of voluntary insurance add-ons. This menu-style design supports tailoring coverage to different life stages and needs.
  • Parental & Family Support — Family-oriented benefits are extensive, including parental leave, adoption assistance, fertility and family-building support, and back-up childcare and elder care. These offerings signal a comparatively strong support system for caregiving and family planning.

Stifel Financial Corp. Insights

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The Company
HQ: Saint Louis, MO
7,052 Employees
Year Founded: 1890

What We Do

Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023 and 2024, Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies. *Stifel received the highest score among employee advisors in the J.D. Power 2023-2024 U.S. Financial Advisor Satisfaction Studies, which measures employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more details.

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