What are the responsibilities and job description for the IB Energy Technical Lead position at Stifel?
Why Stifel:
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing:
About Stifel:
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.
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.
We are seeking a senior professional to lead technical evaluations for upstream and midstream M&A advisory within our Energy & Natural Resources investment banking group. This role requires deep subject matter expertise across upstream, midstream, and energy services sub-sectors, combined with a proven track record of leading complex transactions. The successful candidate will serve as the primary technical authority for the group, driving client strategy, overseeing high-profile transaction execution, and contributing to the growth of our Energy practice.
What We're Looking For:
Lead Stifel’s oil and gas technical practice, overseeing all engineering, geological, and petrophysical workflows as a senior member of the Energy & Natural Resources investment banking team.
Act as a senior technical advisor to corporate boards, executive management teams, and private equity sponsors. Articulate complex asset-level value drivers, reserve risks, and upside potential to support M&A and capital markets decision-making.
- Manage the full lifecycle of M&A transactions, recapitalizations, and capital raises from origination through closing. Ensure execution excellence, rigorous due diligence, and adherence to strict timelines.
- Drive business development initiatives by leveraging technical expertise to identify transaction opportunities. Cultivate and maintain long-term relationships with key industry stakeholders.
- Mentor and develop junior bankers and technical staff, fostering a collaborative, high-performance culture focused on technical precision and commercial acumen.
- Represent the firm at industry conferences and networking events to enhance the Energy group's sector presence and market intelligence.
- Strong asset evaluation capabilities
- Proven ability to originate and execute transactions in the Energy sector.
- Exceptional leadership and client relationship management skills.
- Strong organizational and time management capabilities.
- High level of professionalism, integrity, and judgment.
- Excellent communication skills, both written and verbal.
- Advanced analytical and problem-solving skills; proficiency in valuation modeling.
- Minimum Required: Bachelor’s degree in Engineering or Geology; MBA or other advanced degree strongly preferred
- Minimum Required: Minimum 15 years of energy industry experience with significant exposure to upstream business development, investment banking, engineering consulting, or private equity.
- Minimum Required: Series 79 and 63
- Proficient in Aries, PHDWin, Petra, Microsoft Excel, Word, PowerPoint, and Outlook
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.