What are the responsibilities and job description for the Private Equity Due Diligence Specialist position at Stifel?
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 Private Assets Due Diligence Specialist I is responsible for the sourcing, due diligence, and monitoring of private equity investments for the firm's alternative investments platform.
What We're Looking For
• Performs quantitative and qualitative analysis used in the due diligence of potential private equity investment opportunities.• Prepare investment memoranda based on due diligence findings into well-developed investment recommendations.• Provide fundraising support, including regular communication with Financial Advisors and clients.• Develops and manages relationships with private equity firms and other intermediaries to generate investment opportunities.• Monitor and report on the performance of existing investments, including the documentation of existing files and procedures.• Provide analytical support to senior investment professionals for reporting, presentations and research projects.
What You'll Bring
• Knowledge of alternative investment industry, general investment principles and characteristics across asset classes with strong finance and economic competences• Excellent analytical, communication, and presentation skills
Education & Experience
• Minimum Required: Bachelor’s degree in Business, Economics, Finance, or Accounting• Minimum Required: 1-3 years of relevant work experience, but not limited to, private equity, investment banking, investment consulting or accounting and valuation services• Preferred: Capabilities within computer science, programming, data analysis
Licenses & Credentials
• Minimum Required: Series 7 & Series 66 (or 65 and 63) within 12 months of hire
Systems & Technology
• Proficient in Microsoft Office Suite with strong skillset with Excel and PowerPoint.
Compensation Range
Salary: USD $85,000.00/Yr. - USD $100,000.00/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
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Salary : $85,000 - $100,000