Equity Capital Markets (ECM) Syndicate Analyst – ECM Syndicate

Job Description

Equity Capital Markets (ECM) Syndicate Analyst | Stifel Financial Corp.

The Tone:
This is a full-time role at Stifel Financial Corp. The company is a global wealth management and investment banking firm focused on safeguarding clients’ money and helping families, companies, and municipalities find success. This role is crucial for assisting clients in raising funds through equity capital markets and coordinating the sale and distribution of underwritten offerings. The analyst acts as a strategic advisor, facilitating capital formation in the equity market for both corporate and investor clients.

The TL;DR
• Role: Early Career
• Type: Full-time
• Pay: $110000 yearly
• Team: Works with senior ECM and Syndicate team members, coordinating with the Investment Banking division and Institutional Equities Group.
• Mission: Facilitate capital formation in the equity market for corporate and investor clients.
• Tech Stack: Salesforce

What You’ll Actually Do
• Client Support: Assist clients in raising capital through IPO, Follow-on, Convertible, and Private Placement offerings.
• Deal Execution: Coordinate the sale and distribution of underwritten offerings across the Institutional Equities Group’s Sales, Trading, and Research functions.
• Strategic Advising: Advise on business development and data analytics for the ECM / Syndicate team.
• Investor Engagement: Market transactions to institutional investors and equity sales, discussing company valuation, deal structure, and terms.
• Market Analysis: Conduct economic/financial research and produce market commentary for global corporate clients.

The Must-Haves
• Background: Entry-level professional with a foundational understanding of capital markets or investment banking.
• Experience: 0-3 years of relevant experience in syndicate, capital markets, investment banking, or sales and trading functions.
• Skills: Demonstrated clear and concise written and verbal communication, meticulous attention to detail, and a curious learning mindset. The ability to perform effectively under pressure and meet deadlines in a rapidly changing environment is also essential.
• Bonus: Possess or be able to obtain Series 7, 79, and 63 licenses within six months of hire.