2023 KBW Investment Banking Summer Analyst - San Francisco, CA
2023 KBW Investment Banking Summer Analyst - San Francisco
Company Description:
Keefe, 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.
Stifel is an Equal Opportunity Employer and our employees, across all subsidiaries and affiliates, are people with different strengths, experiences and backgrounds, who share a passion for Finance. We view diversity holistically – it includes race, gender identity, age, disability status, veteran status, sexual orientation, religion, and many other parts of one’s identity. The range of our employees’ points of view are key to our success, and inclusion is everyone's responsibility.
Position Description: Summer Analyst Program
KBW’s Investment Banking Summer Analyst Program provides students with a hands-on introduction to the role of an Analyst. You will work alongside our banking professionals, from the Analyst through the Managing Director level, and will gain exposure to a variety of transactions, including merger and acquisition advisory services as well as debt and equity financings.
The Summer Analyst internship program is designed to support students’ potential. Summer Analysts participate in a robust training program during the first week of the internship. Additionally, the program is structured to provide each Summer Analyst with the support needed for a successful summer. There is a formal mentorship program, social networking events, mid and end of summer reviews, and significant learning opportunities outside of your day-to-day projects.
Responsibilities
A Summer Analyst’s specific responsibilities may include conducting industry research, building financial models to analyze company projections or potential transactions, drafting client presentation materials, and participating in client calls or meetings.
The primary role of the Summer Analyst includes:
• Support deal teams in creating, maintaining and utilizing complex financial models
• Perform financial and valuation analysis such as discounted cash flow analysis and multiple valuation analysis
• Conduct company and industry research and gain 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 product and services
Qualifications
Summer Analyst candidates should possess outstanding academic records and have demonstrated strong leadership ability through involvement in extracurricular endeavors such as student government, athletics, and cultural and entrepreneurial activities.
The ideal candidate will possess the following:
• Strong quantitative and analytical skills
• Superior attention to detail
• Disciplined work ethic
• Excellent verbal and written communication skills
• Ability to effectively manage multiple simultaneous project deadlines
• Proficiency in Excel and PowerPoint
• Significant exposure to finance and accounting
• Experience with financial modeling and analysis preferred
• Ability to work in teams
• Highly-motivated and energetic
• Must be graduating in 2024
Please note: To be eligible, applicants must be authorized to work in the United States without requiring visa sponsorship now or in the future.
Additional Information & Next Steps
Summer Analyst opportunities may be available in a variety of locations including: New York, Atlanta, Chicago, San Francisco, St. Louis, and Richmond.
Please learn more about our firm by using the following website links:
Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; and Stifel Independent Advisors, LLC. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company’s website at www.stifel.com. For global disclosures, please visit https://www.stifel.com/investor-relations/press-releases.
2023 KBW Investment Banking Summer Analyst (New York, Atlanta, Chicago, San Francisco, St. Louis, and Richmond)
Company Description:
Keefe, 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.
Stifel is an Equal Opportunity Employer and our employees, across all subsidiaries and affiliates, are people with different strengths, experiences and backgrounds, who share a passion for Finance. We view diversity holistically – it includes race, gender identity, age, disability status, veteran status, sexual orientation, religion, and many other parts of one’s identity. The range of our employees’ points of view are key to our success, and inclusion is everyone's responsibility.
Position Description: Summer Analyst Program
KBW’s Investment Banking Summer Analyst Program provides students with a hands-on introduction to the role of an Analyst. You will work alongside our banking professionals, from the Analyst through the Managing Director level, and will gain exposure to a variety of transactions, including merger and acquisition advisory services as well as debt and equity financings.
The Summer Analyst internship program is designed to support students’ potential. Summer Analysts participate in a robust training program during the first week of the internship. Additionally, the program is structured to provide each Summer Analyst with the support needed for a successful summer. There is a formal mentorship program, social networking events, mid and end of summer reviews, and significant learning opportunities outside of your day-to-day projects.
Responsibilities
A Summer Analyst’s specific responsibilities may include conducting industry research, building financial models to analyze company projections or potential transactions, drafting client presentation materials, and participating in client calls or meetings.
The primary role of the Summer Analyst includes:
• Support deal teams in creating, maintaining and utilizing complex financial models
• Perform financial and valuation analysis such as discounted cash flow analysis and multiple valuation analysis
• Conduct company and industry research and gain 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 product and services
Qualifications
Summer Analyst candidates should possess outstanding academic records and have demonstrated strong leadership ability through involvement in extracurricular endeavors such as student government, athletics, and cultural and entrepreneurial activities.
The ideal candidate will possess the following:
• Strong quantitative and analytical skills
• Superior attention to detail
• Disciplined work ethic
• Excellent verbal and written communication skills
• Ability to effectively manage multiple simultaneous project deadlines
• Proficiency in Excel and PowerPoint
• Significant exposure to finance and accounting
• Experience with financial modeling and analysis preferred
• Ability to work in teams
• Highly-motivated and energetic
• Must be graduating in 2024
Please note: To be eligible, applicants must be authorized to work in the United States without requiring visa sponsorship now or in the future.
Additional Information & Next Steps
Summer Analyst opportunities may be available in a variety of locations including: New York, Atlanta, Chicago, San Francisco, St. Louis, and Richmond.
Please learn more about our firm by using the following website links:
Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; and Stifel Independent Advisors, LLC. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company’s website at www.stifel.com. For global disclosures, please visit https://www.stifel.com/investor-relations/press-releases.