KBW IB Analyst - Fintech & Financial Services
Stifel Financial
Why StifelStifel 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 DoingUnder general supervision, 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.What We're Looking ForConduct 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 transactionsSome travel by car and/or air in conjunction with local, regional and/or national travel, up to 10%.What You'll BringInvestment 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 & ExperienceMinimum Required: Bachelor's degree in Finance or related fieldMinimum Required: 0-2 years in investment banking, private equity, corporate development, equity research, transaction advisory or valuation, commercial banking, consulting or other related roles Licenses & CredentialsMinimum Required: NoneSystems & TechnologyProficient in Microsoft Excel, Word, PowerPoint, OutlookAbout StifelKeefe, 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.Job SummaryCategory: InstitutionalPosition Type: Regular | Full TimeWork Type: Onsite
$175k
...investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation... ...review and provide guidance to Analysts’ work.Build advanced financial... ...which exhibit broad knowledge of IB product solutions and...SuggestedTemporary workWork experience placementSummer workSummer internship$260k - $365k
...opportunity for a senior level Associate in the Financial Regulatory & Compliance Practice. They... ...have a minimum of 6 years of financial services regulatory and compliance experience (... ...services businesses, payment systems, FinTech firms). Experience with licensing/...SuggestedFull timeTemporary workWork at officeFlexible hours- ...professional development and, most importantly, you.Are you ready to make your impact?About the RoleWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices...SuggestedFull time
$175k - $225k
...Unit:Corporate FinanceIndustry:Business Services OverviewHoulihan Lokey, Inc. (NYSE:HLI)... ...for delivering independent strategic and financial advice to corporations, financial... ...Vice President, Associate, and Financial Analyst. The Business Services team has a particularly...SuggestedFull timeWork at office- ...Advisory.KPMG is currently seeking a Director in Accounting Advisory Services for our Deal Advisory practice. Responsibilities : Manage... ...assistance with new accounting requirements and financial restatementsAssist with Securities and Exchange Commission (SEC...SuggestedH1bLocal area
$115k
...the delivery of investment banking products and services to clients and prospects. Perform research and financial modeling, apply core valuation methods, and complete... ...to summer interns and less experienced Analysts.Responsibilities include but may not be limited...Temporary workSummer internship- ...that helps people buy the products and services they need through the convenience of payroll... ...As part of PROG Holdings (NYSE: PRG), a FinTech holding company with more than 20 years... ...focused on building simple, responsible financial solutions that put people first. PROG...Full timeWork at officeLocal area
$130.9k - $154k
...emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very... ...Haves: Experience in a high-growth tech environment, FinTech, or financial services. Proficiency with financial software (e.g., Anaplan, NetSuite...Local area- ...featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition... ...solutions across Transaction Advisory Services (TAS), Transaction Execution Services (... ...Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services...Interim roleWork at officeRelocation
- About Acrisure:A global fintech leader, Acrisure empowers millions of ambitious businesses... ..., benefits, cybersecurity, mortgage services - and more. In the last twelve years, Acrisure... ...a complimentary Calm app subscription.Financial Wellness: Immediate vesting in a 401(k)...Full timeWork experience placementImmediate startFlexible hours
- .... With more than 20 years in FinTech, we’ve grown from start‑up to... ...program for consumer products and services using payroll deduction), and... ...for a Senior Treasury Analyst to support all operating activity... ...interpret complex legal and financial documentation. This position...Work at officeLocal area
- ...Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading... .... Position Summary The Senior Treasury Analyst will play a key role in managing and... ...the Automotive, Financial Services, or FinTech industry. Hands‑on experience with...Temporary workVisa sponsorshipWork visaMonday to FridayWeekend work
- ...Job title: Banking Analyst / Chargeback & Payment Operations Who we are: Illumia... ...Success, Product, and Professional Services to identify, track, and resolve chargeback... ...within payment processing, financial operations or FinTech’s. 3+ years of direct experience with...Daily paidTemporary workWork at officeWorldwideFlexible hours
- ...transforms into a dominant multi-brand global restaurant company, the development of a mature Shared Services organization is pivotal. This exciting role will provide critical Financial Planning and Analytical support to all Shared Services functions. This support includes not...Worldwide
$134.5k - $265.1k
Position Summary Financial Services Manager - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate... ..., Wealth/Investment Mgmt, Capital Markets, Real Estate, FinTech/PE).Prior experience in risk management role or at a U.S....Work at officeVisa sponsorship$105.38k - $215.38k
...insight with innovative technology solutions. As a Manager, Tax Services in Deloitte Tax LLP’s Strategic Partnership Solutions practice... ...:Licensed AttorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Preferred: Advanced...Work at officeLocal areaVisa sponsorship2 days per week3 days per week$160k - $190k
...ready to use your tax skills for one of the world’s largest FinTech organizations? Do you want to work for a global business that... ...Union powers your pursuit.Our vision is to be the preferred financial services provider for the underserved - billions of people and...Full timeTemporary workWork at officeWork from homeRelocationVisa sponsorshipWork visaFlexible hours3 days per week$103.1k - $188.9k
...career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services...Full timeSummer holidayFlexible hours- ...Finance Data Analyst At ClarityPay, we're redefining the point... ...and Atlanta, our fast-growing fintech empowers large merchants with... ...surface insights that drive financial reporting, portfolio analysis... ...lending, fintech, or financial services data is a strong plus ~...Work at office
$119.5k - $329.5k
...About the RoleWe are involved in complex technical accounting, financial reporting, and compliance issues, and provide support for IPO readiness... ...Strengthen client relationships and generate additional client service opportunities through high quality deliverables and timely...Full timeWork at office- ...environment. This role is critical in maintaining the integrity of financial reporting across our global business, owning day‑to‑day... ...leadership roles. Prior experience in the payments, fintech, or financial services industry strongly preferred. Experience in managing...
- ...tech companies, and payment services providers such as Amazon, eBay... ...We believe that the future of financial services will be delivered by... ..., we are now seeking an AR Analyst II to join our US Collections... ...looking to build their career in fintech within a high-growth,...Full timeWork at officeWorldwideFlexible hours
- ...with end-to-end payments capabilities and services developed through its deep industry... ....Position Title: Internal Audit Senior (Financial and Business Process)Position Grade: P3Reports... ...corporate internal audit department. Fintech or Software industry experience is a plus...Full timeWorldwideFlexible hours
$105.38k - $215.38k
...technology and process improvement, Deloitte’s Inventory Group (IG) offers the opportunity to do both. As part of National Federal Tax Services, you’ll help clients evaluate inventory tax methods, improve processes, and identify opportunities that support cash flow,...Work at officeLocal area$107.93k - $205k
...Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize clients across a variety of... ...eligible:Licensed attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Preferred...Work at officeLocal area$99k - $266k
...The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax practice, advising clients on their local and international tax affairs. You will act as a strategic consultant, helping organizations manage their tax obligations...H1bLocal area- Company OverviewIntuit is the global financial technology platform that powers prosperity... ...exceptional operational risk leader to join our Fintech Risk Operations organization as a... ...assessment (e.g. quality, handle time, and service level commitments), and continuous...Worldwide
$100k
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent,...Full timeContract work- ...individual to fill the newly created role of Manager, Accounting Services , reporting directly to the Director of Accounting. You... ..., IT) and operations leadership to ensure alignment of financial processes to corporate objectives. Perform general accounting...Full timeContract workPart timeWork experience placementWork at officeLocal areaFlexible hours
- ...critical to our success. This exciting role will provide essential Financial Planning and Analytical support with a specific focus on... ...all forecasting, budgeting, and reporting activities.Customer Service: Provide excellent service to business partners, fellow Finance...Contract workWorldwide
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