Customer Success Analyst Jobs in Maryland

INTRODUCTION

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.

ROLE AND RESPONSIBILITIES

The Equity Capital Markets (ECM) Syndicate Analyst is an entry to intermediate level position responsible for assisting clients in raising funds via the equity capital markets, through IPO, Follow-on, Convertible, and Private Placement offerings, in coordination with the Investment Banking division. The Syndicate Analyst will coordinate the sale and distribution of underwritten offerings across the various business functions of the Institutional Equities Group, including Sales, Trading and Research. In addition to capital raising exposure, responsibilities will also include advising on strategic assignments related to business development and data analytics for the ECM / Syndicate team. The overall objective of this role is to act as a strategic advisor to our corporate and investor clients by facilitating capital formation in the equity market.

What We're Looking For:

• Work with senior Equity Capital Markets (ECM) and Syndicate team members in the origination and execution of equity capital markets transactions
• Work directly with internal partners (Investment Banking, Sales/Trading, Research, Risk, Legal, Operations) as well as external partners (Corporations, Investors, External Counsel) in the coordination and execution of a deal from launch to close
• Desire and ability to thrive in a fast-paced, trading floor environment with short deadlines and real-time market interaction
• Work closely with institutional investors & equity sales in the marketing of transactions, discussing rationales for investment, company valuation, deal structure and terms, and other relevant topics
• Collaborate with investment banking teams, equity traders, and equity sales personnel in targeting key investors, obtaining investor feedback, identifying appropriate valuation, and creating allocation strategies
• Build and maintain relationships with key institutional investors through regular in-person meetings and calls
• Produce market commentary for distribution to global corporate clients
• Prepare materials for pitches and live deals
• Conduct economic/financial research
• Evaluate company’s financial performance compared to overall industry and market trends
• Maintain ECM pipeline and reporting in Salesforce
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Stifel, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

BASIC QUALIFICATIONS

• Consistently demonstrates clear and concise written and verbal communication skills, attention to detail, and a curiosity to learn
• Ability to work under pressure in a rapidly changing environment in order to meet deadlines

EDUCATION & EXPERIENCE

• Minimum required: 0-3 years of relevant experience in syndicate, capital markets, investment banking or sales and trading

LICENSES & CREDENTIALS

• Minimum required: Series 7, 79 and 63 licenses (or ability to pass exams within 6 months of hire)

SYSTEMS & TECHNOLOGY

• Minimum required: None

COMPENSATION

• Salary: USD $110,000.00/Yr. - USD $110,000.00/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!

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.