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Company: Stifel
Location: Boston, MA
Career Level: Associate
Industries: Banking, Insurance, Financial Services

Description

Stifel's 9-week Investment Banking Summer Analyst Program provides students with a hands-on introduction to the role of an Investment Banking Analyst. You will work alongside our banking professionals, from the Analyst through Managing Director levels, to experience the Stifel culture and gain exposure to a variety of transactions, including merger and acquisition advisory services, debt and equity financings, and financial restructuring services.

 

The program is structured to provide each Summer Analyst with the support needed for a successful summer, beginning with a robust training program focused on developing a strong foundation in basic financial analysis, accounting, and valuation skills. We expand on this training with opportunities for career exploration and development through our formal mentorship program, social networking events, mid and end-of-summer reviews, end-of-program group projects, and other significant learning opportunities outside of day-to-day delivery on projects.



What We're Looking For

Summer Analyst candidates should possess a keen interest in finance, outstanding academic records, and a commitment to extracurricular endeavors. The ideal candidate will possess both the following required and desired qualifications.

  • Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment
  • Excellent quantitative, interpretive, and analytical skills
  • Demonstrated leadership and disciplined work ethic
  • Excellent verbal and written communication skills
  • Significant exposure to finance and accounting
  • Ability to thrive in a dynamic, collaborative work environment with strong interpersonal skills
  • Superior attention to detail
  • Experience with financial modeling and analysis preferred
  • Well-rounded set of interests and involvement in extra-curricular activities beyond academics. Strong candidates will also demonstrate leadership abilities through their involvement in these endeavors.


What You'll Bring

The program will provide Summer Analyst with an in-depth understanding of the daily responsibilities of an Investment Banking analyst. Interns will assume significant responsibilities that include but are not limited to the following:

  • Support deal teams in creating, maintaining, and utilizing complex financial models to analyze company projections or potential transactions
  • Perform financial and valuation analysis such as discounted cash flow analysis and multiple valuation analysis
  • Conduct company and industry research and gain an in-depth understanding of sector trends
  • Prepare client presentation materials in coordination with internal deal team and clients
  • Develop a deep understanding of Investment Banking products and services by participating in client calls or meetings
  • Engage in company and credit-oriented research and due diligence processes
  • Prepare financial and transaction documents including marketing memoranda
  • Contribute to the development and communication of proposals and advice to current and prospective clients

 

 



Education & Experience

  • Pursuing an undergraduate degree with an anticipated graduation date between December 2026 – May 2027
  • Minimum GPA of 3.5 or above
  • Resume must include expected graduation month/year and GPA
  • Resume must be submitted in PDF format. 
  • Authorization to work in the U.S.
  • Program Duration: Anticipated start and end date: June 1, 2026 – July 31, 2026


Systems & Technology

  • Proficiency in Excel and PowerPoint


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.


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