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 RangeSalary: 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.

Stifel Financial Corp

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Private Equity Due Diligence Specialist