WayUp
Stifel Financial Corp., 2025 KBW Investment Banking Summer Analyst - Atlanta - A
WayUp, Atlanta, Georgia, United States, 30383
This role is with Stifel Financial Corp. WayUp is partnering with Stifel Financial Corp. to hire top talent.Position Title:
2025 KBW Investment Banking Summer AnalystLocation: AtlantaKeefe, 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 leader 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.Position Description: Summer Analyst Program
KBW’s Investment Banking 9-Week 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 levels, 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 provide an opportunity for career exploration and to enhance the development of students’ potential. The program is structured to provide each Summer Analyst with the support needed for a successful summer, beginning with a robust training program. There is also 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
The program will provide Summer Analysts 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 transactionsPerform financial and valuation analysis such as discounted cash flow analysis and multiple valuation analysisConduct company and industry research and gain an in-depth understanding of sector trendsPrepare client presentation materials in coordination with internal deal team and clientsDevelop a deep understanding of Investment Banking products and services by participating in client calls or meetingsEngage in company and credit-oriented research and due diligence processesPrepare financial and transaction documents including marketing memorandaContribute to the development and communication of proposals and advice to current and prospective clientsQualifications
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.Required Qualifications
Pursuing an undergraduate degree with an anticipated graduation date between December 2025 and May 2026Minimum GPA of 3.2 or aboveResume must include expected graduation month/year and GPAResume must be submitted in PDF format. Word documents will not be accepted.Authorization to work in the U.S.Desired Qualifications
Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environmentExcellent quantitative, interpretive, and analytical skillsDemonstrated leadership and disciplined work ethicExcellent verbal and written communication skillsProficiency in Excel and PowerPointSignificant exposure to finance and accountingAbility to thrive in a dynamic, collaborative work environment with strong interpersonal skillsSuperior attention to detailExperience with financial modeling and analysis preferredWell-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.Program Duration
9 weeks. Anticipated start and end date: June 2, 2025 - August 1, 2025Pay Rate: $1923/per weekApplication Process
To be considered for this program you must follow a two-step process. Please submit an application in Stifel’s UKG online system. Then, submit your application through Handshake. Applications must be submitted to both platforms to be considered. Students who do not have access to Handshake may submit their application through your school’s career management application system.Stifel offers several Investment Banking Summer Analyst opportunities in a variety of office locations. Students interested in multiple locations under Stifel and Stifel’s branded partners (KBW, Miller Buckfire, and Eaton Partners) are permitted to apply to no more than 3 Investment Banking opportunities.Next Steps
Once your application has been received in both UKG and Handshake, it will be reviewed by a recruiter to determine if certain application requirements are met. If you are invited to the next step of the process, you'll receive an email invitation to complete a first-round video interview powered by HireVue. Please monitor your spam folder, as the email may get caught in spam filters. Completion of the HireVue video interview is required - your application will not be considered for further review until it has been completed. Following the review of first-round interviews, candidates will be informed of their application status regarding a final round Super Day interview.Investment banking offers are extended on a rolling basis. We strongly encourage that you apply and complete any next step actions at your earliest ability.Posting End Date
All applications must be received by March 3rd to be considered.Additional Information
Please learn more about our firm by using the following website links:Stifel InstitutionalKBW Investment BankingMiller BuckfireWe Value DiversityStifel is an equal opportunity employer dedicated to fostering, cultivating, and preserving a culture of diversity and inclusion by embracing and welcoming everyone. At Stifel, we believe a diverse team is a critical element of how we find success and strive to build on diversity, inclusion, respect, and engagement in all that we do, across the firm. Accordingly, we welcome applications for employment from all qualified candidates.
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2025 KBW Investment Banking Summer AnalystLocation: AtlantaKeefe, 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 leader 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.Position Description: Summer Analyst Program
KBW’s Investment Banking 9-Week 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 levels, 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 provide an opportunity for career exploration and to enhance the development of students’ potential. The program is structured to provide each Summer Analyst with the support needed for a successful summer, beginning with a robust training program. There is also 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
The program will provide Summer Analysts 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 transactionsPerform financial and valuation analysis such as discounted cash flow analysis and multiple valuation analysisConduct company and industry research and gain an in-depth understanding of sector trendsPrepare client presentation materials in coordination with internal deal team and clientsDevelop a deep understanding of Investment Banking products and services by participating in client calls or meetingsEngage in company and credit-oriented research and due diligence processesPrepare financial and transaction documents including marketing memorandaContribute to the development and communication of proposals and advice to current and prospective clientsQualifications
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.Required Qualifications
Pursuing an undergraduate degree with an anticipated graduation date between December 2025 and May 2026Minimum GPA of 3.2 or aboveResume must include expected graduation month/year and GPAResume must be submitted in PDF format. Word documents will not be accepted.Authorization to work in the U.S.Desired Qualifications
Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environmentExcellent quantitative, interpretive, and analytical skillsDemonstrated leadership and disciplined work ethicExcellent verbal and written communication skillsProficiency in Excel and PowerPointSignificant exposure to finance and accountingAbility to thrive in a dynamic, collaborative work environment with strong interpersonal skillsSuperior attention to detailExperience with financial modeling and analysis preferredWell-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.Program Duration
9 weeks. Anticipated start and end date: June 2, 2025 - August 1, 2025Pay Rate: $1923/per weekApplication Process
To be considered for this program you must follow a two-step process. Please submit an application in Stifel’s UKG online system. Then, submit your application through Handshake. Applications must be submitted to both platforms to be considered. Students who do not have access to Handshake may submit their application through your school’s career management application system.Stifel offers several Investment Banking Summer Analyst opportunities in a variety of office locations. Students interested in multiple locations under Stifel and Stifel’s branded partners (KBW, Miller Buckfire, and Eaton Partners) are permitted to apply to no more than 3 Investment Banking opportunities.Next Steps
Once your application has been received in both UKG and Handshake, it will be reviewed by a recruiter to determine if certain application requirements are met. If you are invited to the next step of the process, you'll receive an email invitation to complete a first-round video interview powered by HireVue. Please monitor your spam folder, as the email may get caught in spam filters. Completion of the HireVue video interview is required - your application will not be considered for further review until it has been completed. Following the review of first-round interviews, candidates will be informed of their application status regarding a final round Super Day interview.Investment banking offers are extended on a rolling basis. We strongly encourage that you apply and complete any next step actions at your earliest ability.Posting End Date
All applications must be received by March 3rd to be considered.Additional Information
Please learn more about our firm by using the following website links:Stifel InstitutionalKBW Investment BankingMiller BuckfireWe Value DiversityStifel is an equal opportunity employer dedicated to fostering, cultivating, and preserving a culture of diversity and inclusion by embracing and welcoming everyone. At Stifel, we believe a diverse team is a critical element of how we find success and strive to build on diversity, inclusion, respect, and engagement in all that we do, across the firm. Accordingly, we welcome applications for employment from all qualified candidates.
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