Project Management & Origination Associate

Stifel

  • Stamford, CT
  • $175,000 per year
  • Permanent
  • Full-time
  • 1 month ago
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 Project Management Associate participates in the execution/project management of alternative investment fund mandates and the sourcing of new prospective clients, with manager oversight. This position assists across multiple asset classes, in support of the marketing of client funds to North American investors.Associates are primarily responsible for acting as the keystone of all transaction teams, serving as a project manager taking guidance from senior bankers while managing and mentoring Analysts. Associates work on small, client-focused teams within a fast-paced environment. We offer Associates a unique environment, which combines a highly entrepreneurial platform focused on the growing private market space with significant analytical rigor. What We're Looking For:
  • Support the diligence, launch, and project management of Funds.
  • Serve as a junior liaison between project management and distribution team.
  • Provide general industry research, including industry news updates, geographic and sector review of industries, potential risks, competition, and regulatory changes.
  • Interact with/support clients, with oversight to help them achieve their fundraising objectives
  • Update key Firm information and materials, with oversight.
  • Produce, maintain, and update Fund materials with limited oversight.
  • Assist in upkeep/internal distribution of management reports, client reports, meeting notes, call notes, etc.
  • Coach, mentor, train Project Management Analysts.
  • Contributing to team meetings and discussions.
  • Performs other related duties as assigned.
What You'll Bring:
  • 3+ years’ of alternative investment experience, with preferably at least 1-3 years’ experience working at a Placement Agent or other fundraising role.
  • Solid knowledge of financial services.
  • Technical understanding of alternative investment products.
  • Superior verbal and written communication skills with credibility to deal with clients at a senior level and respond to detailed and challenging questions.
  • Strong analytical, sales, and marketing instincts.
Education & Experience:
  • Minimum Required: B.S. or B.A.
Licenses & Credentials:
  • Minimum Required: FINRA SIE, Series 79 & Series 63
Systems & Technology:
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook
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.

Stifel