private equity analyst

The Carlyle Group

<div><div><div><div><div><div><h3 class="jobSectionHeader"><b>Basic information
</b></h3></div></div><div><div><div><div>Job Name:
</div><div>2-Year Analyst - AlpInvest Primaries
</div></div><div><div>Location:
</div><div>New York/OVA
</div></div><div><div>Line of Business:
</div><div>Carlyle AlpInvest
</div></div><div><div>Job Function:
</div><div>Investment Professionals
</div></div><div><div>Date:
</div><div>Tuesday, June 16, 2026
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Position Summary
</b></h3></div></div><div><div><div><div><b>About AlpInvest Partners</b><div>
AlpInvest Partners is one of the world's largest and most well-established private equity investors, having committed over $111 billion since inception, with $102 billion in AUM as of September 30, 2025. AlpInvest is a wholly owned subsidiary of The Carlyle Group and serves as the private equity multi-manager adviser within the Investment Solutions business segment. AlpInvest professionals have full access to Carlyle&rsquo;s resources and network, providing a key differentiator in the private equity market, analyst experience and post-analyst opportunities, including business school.</div><div>
</div><div>
AlpInvest invests across three strategies:</div><div><ul><li>
Primary Fund Commitments</li><li>
Secondary Investments</li><li>
Co-Investments</li></ul></div><div>
</div><div>
We provide customized private equity solutions through separately managed accounts and commingled funds, serving over 710 investors globally, including sovereign wealth funds, pension funds, insurance companies, and family offices.</div><div>
</div><div>
AlpInvest has offices in New York, Amsterdam, London, and Hong Kong with 295+ employees, including 120+ investment professionals. Learn more at www.AlpInvest.com.
</div><div></div><div><b>Opportunity Overview: Primary Funds Analyst</b></div><div>
We are seeking a highly motivated Analyst to join AlpInvest&rsquo;s Primary Funds team in New York. This role offers a unique opportunity to gain experience investing across the spectrum of private equity strategies.</div><div>
</div><div>
As an Analyst, you will be actively involved in:</div><div><ul><li>
Sourcing and evaluating fund investments</li><li>
Conducting due diligence on fund managers</li><li>
Managing investment processes and deal execution</li><li>
Monitoring existing portfolio</li><li>
Supporting client reporting and fundraising efforts</li></ul></div>
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Responsibilities
</b></h3></div></div><div><div><div><div><b>1. Deal Flow</b><div><ul><li>
Research private equity firms using industry databases and proprietary sources</li><li>
Engage directly with general partners (GPs) and placement agents for firm updates</li><li>
Screen inbound fund opportunities and produce quick assessments for the team</li><li>
Advance potential investments to the quick scan phase for further evaluation</li></ul></div><div></div><div><b><br>
2. Due Diligence</b></div><div><ul><li>
Meet with GPs to assess investment attractiveness</li><li>
Gather and analyze large-scale GP data, leveraging AlpInvest&rsquo;s proprietary toolkit</li><li>
Conduct on-site due diligence and reference calls with CEOs, competitors, former employees, and other limited partners</li><li>
Draft internal investment documents</li></ul></div><div></div><div><b><br>
3. Process Coordination &amp; Deal Execution</b></div><div><ul><li>
Organize the investment due diligence process (deal timeline, data room, diligence agenda)</li><li>
Participate in team and investment committee discussions on investment proposals</li><li>
Collaborate with the legal, operational diligence, and responsible investment teams</li><li>
Assist in deal closing by working with the portfolio risk &amp; analysis, investment accounting, and legal teams</li></ul></div><div></div><div><b><br>
4. Data Management &amp; Market Mapping</b></div><div><ul><li>
Maintain and update deal flow data in the DealCloud CRM system</li><li>
Ensure all GP diligence materials and internal analyses are accurately recorded</li><li>
Track investment pipeline statistics and fund closing metrics</li></ul></div><div></div><div><b><br>
5. Portfolio Monitoring &amp; Performance Tracking</b></div><div><ul><li>
Monitor existing investments, tracking fund performance and GP organizational developments</li><li>
Participate in GP update meetings, annual meetings, and advisory board sessions</li><li>
Review and process LPA amendments, fund extension requests, and post-closing matters</li></ul></div><div></div><div><b><br>
6. Client Reporting &amp; Fundraising Support</b></div><div><ul><li>
Assist in preparing monthly and quarterly client meeting materials</li><li>
Develop case studies and pipeline updates for investor presentations</li><li>
Support ongoing fundraising efforts, including responding to RFPs and due diligence requests</li></ul></div>
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Qualifications
</b></h3></div></div><div><div><div><div><b>Education &amp; Certifications</b><div><ul><li>
Bachelor&rsquo;s degree required</li></ul></div><div></div><div><b><br>
Knowledge &amp; Experience</b></div><div><ul><li>
1 &ndash; 3 years of experience in investing, investment banking, research, consulting or similar fields</li><li>
Experience or strong interest in primary fund investing</li><li>
Excellent written and verbal communication skills, including ability to engage with GPs in both social and business settings</li><li>
Ability to thrive under pressure in a fast-paced investment environment</li><li>
Exceptional attention to detail and organizational skills</li><li>
Sense of ownership of work product, with the ability to handle multiple projects simultaneously, prioritize tasks effectively, and meet deadlines&mdash;often working alongside multiple team members</li><li>
Proven teamwork and collaboration abilities across all levels of seniority</li></ul></div><div></div><div><b><br>
Technical Requirements</b></div><div><ul><li>
Advanced Excel &amp; PowerPoint skills (financial modeling, data analysis, presentations)</li><li>
Deep understanding of the private equity asset class</li><li>
Corporate finance and valuation knowledge, with the ability to understand the key drivers of portfolio company operating performance and assess ultimate potential fund-level returns</li><li>
Strong writing skills&mdash;experience with investment proposals, research reports or market analyses</li><li>
Ability to synthesize qualitative and quantitative data to support investment decisions</li></ul></div><div></div><div><b><br>
Benefits/Compensation</b></div><div>
The compensation range for this role is specific to New York City and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.</div><div></div><div><br>
The anticipated base salary range for this role is $120,000.</div><div></div><div><br>
In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.</div>
</div></div></div></div></div><div><div><div><h3 class="jobSectionHeader"><b>Company Information
</b></h3></div></div><p></p><div><div><div><div><p>The Carlyle Group (NASDAQ: CG) is a global investment firm with $475 billion of assets under management, across 678 investment vehicles as of March 31, 2026. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,500 professionals operating in 28 offices in North America, Europe, the Middle East, Asia and Australia.</p><p></p><p><br>
Carlyle&rsquo;s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments &ndash; Global Private Equity, Global Credit and Carlyle AlpInvest &ndash; and has deep expertise across industries, markets, and geographies.</p><p></p><p><br>
At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, &quot;To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives.&quot; Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.</p></div></div></div></div></div></div></div></div><p></p>

2-Year Analyst - AlpInvest Primaries

The Equus Group

<div>
 <p>
  <strong>
   Client Overview:
  </strong>
  Real Estate Private Equity
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
  Our client, a highly respected real estate private equity investment manager with more than $6 billion in committed capital, is seeking a Finance Analyst to join its Chicago-based team. This is an exceptional opportunity for someone early who wants direct exposure to investment performance, valuations, investor reporting, capital management, and portfolio strategy within a sophisticated institutional investment platform. This role offers broad exposure across multiple facets of the business. You'll work alongside a lean, collaborative finance team and gain meaningful interaction with senior leadership, institutional investors, lenders, and investment partners across the globe
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   .
   <br/>
   What You'll Be Doi
  </strong>
 </p>
 <ul>
  <li>
   ngAs a Finance Analyst, you'll play an integral role in supporting the firm's investment platform and helping drive key financial and strategic initiative
  </li>
  <li>
   s.You'll assist in preparing investor presentations, quarterly and annual reporting packages, and business plan materials for institutional investors and advisory boards. You'll help analyze portfolio performance, review investment results, evaluate valuation assumptions, and support strategic decision-making through financial analysis and market researc
  </li>
  <li>
   h.The role also offers exposure to fund operations and capital management activities, including cash planning, forecasting, funding coordination, and liquidity management. You'll collaborate closely with investment professionals, operating partners, lenders, and finance teams across multiple regions to ensure timely and accurate information flow throughout the organizatio
  </li>
  <li>
   n.In addition, you'll contribute to corporate governance and compliance initiatives, gaining exposure to the operational and regulatory aspects of managing a large-scale private investment platfor
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   m.
   <br/>
   Requirement
  </strong>
 </p>
 <ul>
  <li>
   s: CPA, CPA candidate, or accounting/finance professional with 1-3 years of experie
  </li>
  <li>
   nceBackground in public accounting, audit, advisory, transaction services, valuation, corporate finance, or a related fi
  </li>
  <li>
   eldBachelor's degree in Accounting, Finance, or a related discipl
  </li>
  <li>
   ineInterest in real estate, private equity, investment management, or alternative investme
  </li>
  <li>
   ntsStrong analytical and critical thinking ski
  </li>
  <li>
   llsExcellent attention to detail and commitment to producing high-quality w
  </li>
  <li>
   orkSelf-motivated, proactive, and eager to le
  </li>
  <li>
   arnStrong communication and interpersonal ski
  </li>
  <li>
   llsAbility to thrive in a collaborative, fast-paced environm
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <em>
   ent
   <br/>
   The Equus Group is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion, or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected sta
  </em>
 </p>
 <p>
  <br/>
 </p>
 tus.
</div>


Financial Analyst

Public Investment Fund (PIF)

<div>
 <p>
  PIF is seeking a candidate to join International Investments team to provide insights on PIF&rsquo;s direct investments in the assigned regions/geographies, lead streamlined investment transaction process and effective portfolio management and monitoring of investment performance, and ensure the development of industry expertise and market knowledge in Tactical Investments across sectors including, but not limited to, Automotive, Mobility, Technology, Software, Augmented Reality, Robotics, and related industries.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Specialized Accountabilities
  </strong>
 </p>
 <ul>
  <li>
   Contribute to the identification, evaluation, selection, and management of International Direct Investments (includes, among others, equity investments with an influential ownership in listed or private companies) and ensure alignment with the overall investment policy at PIF.
  </li>
  <li>
   Contribute to co-underwriting opportunities alongside leading general partners and sponsors in Tactical Investments.
  </li>
  <li>
   Prepare the transaction process including managing team members in the construction of financial models and multi-criteria valuation approaches, managing advisors, negotiating terms, and closing documentation for International Direct Investments.
  </li>
  <li>
   Prepare investment memos, recommendations on new deals, internal update reports, and required updates to PIF Board and related Committees and/or other entities.
  </li>
  <li>
   Engage in portfolio management process with a mindset of ownership e.g., review major strategic matters, business plans, board nominations, etc.
  </li>
  <li>
   Contribute to operational improvements and strategic initiatives at portfolio companies, collaborating with management teams to deliver growth, enhance efficiency, and drive value creation.
  </li>
  <li>
   Manage multiple concurrent projects and transaction workstreams, demonstrating strong multitasking.
  </li>
  <li>
   Analyze International Direct Investments portfolio performance and recommend corrective actions and ensure remaining up to date with market developments and trends
  </li>
  <li>
   Contribute to the process of exiting investments at appropriate times, including raising recommendations for approval and managing the exit process.
  </li>
  <li>
   Collaborate with institutional investors, investment banks and financial advisors
  </li>
  <li>
   Develop and maintain a network of industry experts/firms including identification and onboarding and ensure the maintenance and utilization of respective relations.
  </li>
  <li>
   Proactively monitor the developments shaping the investment landscape and markets, via desktop research and leveraging internal tools / databases and external networks (e.g. investment banks, general partners, venture capitalists, institutional investors, etc.)
  </li>
  <li>
   Prepare presentations and updates on International Direct Investments proposals and performance to PIF Committees and Executive Management.
  </li>
  <li>
   Contribute to the development and training to junior team members e.g., provide mentorship and coaching.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Common Accountabilities
  </strong>
 </p>
 <ul>
  <li>
   Implement operational excellence improvement initiatives and propose improvements on systems, processes, and practices considering PIF established policies and procedures and international leading practices.
  </li>
  <li>
   Support the development of policies, systems, processes, procedures, and controls as requested or propose relevant enhancements as needed, ensuring alignment and adherence to any relevant compliance, risk, audit, cybersecurity, and regulatory requirements.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications / Years of Experience
  </strong>
 </p>
 <ul>
  <li>
   Minimum: Bachelor&rsquo;s in Business Administration, Finance, Economics, Engineering, or any other relevant discipline
  </li>
  <li>
   4+ years deal and project management experience in investment banking, private equity, strategy/management consulting, or corporate development/M&amp;A.
  </li>
  <li>
   Any relevant certification such as Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Certified International Investment Analyst (CIIA), Chartered Alternative Investment Analyst (CAIA), etc.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Personal Competencies
  </strong>
 </p>
 <ul>
  <li>
   Good communication skills (written and oral) with the ability to convince the stakeholders.
  </li>
  <li>
   Ability to establish credibility with stakeholders.
  </li>
  <li>
   Ability to adapt to rapidly changing business needs.
  </li>
  <li>
   Strong organizational/project management skills, the ability to manage and achieve multiple deadlines.
  </li>
  <li>
   Ability to motivate, guide, and inspire others to achieve common goals and vision.
  </li>
 </ul>
</div>


Tactical Investment Professional

World Bank Group

<div><p><b>Investment Analyst- MAS Africa New Business Services</b></p>
<div><div><div><div><b>Job #:</b></div> <div>req37224</div>
</div><br>
<div><div><b>Organization:</b></div> <div>IFC</div>
</div><br>
<div><div><b>Sector:</b></div> <div>Investment</div>
</div><br>
<div><div><b>Grade:</b></div> <div>GE</div>
</div><br>
<div><div><b>Term Duration:</b></div><div> 3 years 0 months</div></div><br>
<div>
<div><b>Recruitment Type:</b></div> <div>Local Recruitment</div>
</div><br>
<div><div><b>Location:</b></div> <div>Cairo,Egypt</div>
</div><br>
<div><div><b>Required Language(s):</b></div> <div>English, Arabic</div>
</div><br>
<div><div><b>Preferred Language(s):</b></div>
</div><br>
<div></div><div><div><b>Closing Date:</b></div> <div>7/2/2026 (MM/DD/YYYY) at 11:59pm UTC</div>
</div><br>
</div></div><p><b>Description</b></p><p></p><div>
Build a career with impact. Working at the World Bank Group (WBG) provides a unique opportunity to help countries solve their greatest development challenges. As one of the largest sources of funding and knowledge for developing countries, the WBG is a unique partnership of five global institutions dedicated to ending poverty, increasing shared prosperity, and promoting sustainable development. With 189 member countries and more than 120 offices worldwide, the WBG works with public and private sector partners, investing in groundbreaking projects and using data, research, and technology to develop solutions to the most urgent global challenges.</div><div></div><div><br>
The International Finance Corporation (IFC), a member of the World Bank Group, is the largest global development institution focused on the private sector in emerging markets. We work in more than 100 countries, using our capital, expertise, and influence to create markets and opportunities in developing countries. In fiscal year 2025, IFC committed a record $71.7 billion to private companies and financial institutions in developing countries, leveraging private sector solutions, and mobilizing private capital to create a world free of poverty on a livable planet. For more information, visit: https://www.ifc.org</div><div>
</div><div>
The Manufacturing, Agribusiness and Services Department is recruiting Investment Analyst to work closely with IFC&rsquo;s Investment Officers, who are responsible for the origination, structuring, negotiation, and subsequent supervision of the Corporation&rsquo;s investment projects. Investment Analysts help identify new projects and assist Investment Officers in executing transactions and portfolio monitoring.</div><div></div><div><br>
This position will be based in Cairo, reporting to the Regional Investment Manager, Manufacturing, Chemicals and Fertilizers for North, West, Central and the Horn of Africa.</div><div></div><div><b><br>
Duties &amp; Responsibilities</b>:</div><div></div><ul><li><br>
Fully understands the financial aspects of investment or advisory transactions, including how to conduct market analysis and determine financial soundness of company or project opportunity.</li><li>Demonstrated skill in financial statement analysis, accounting, finance, financial modeling, DCF, and comparable company analysis to support informed decision-making.</li><li>Ability to conduct market and industry research and analysis.</li><li>Ability to demonstrate attention to detail, thoughtful scenario analysis, and diligence in the quality of one&rsquo;s own work.</li><li>Ability to analyze and synthesize debt pricing benchmarks and equity trading comparables.</li><li>Basic understanding of how specific investments or advisory transactions in different industries and sectors impact economic, market, and social development, and how to use mapping methodology to assess market conditions, gaps, and business opportunities.</li><li>Identify data collection needs to support the assessment of financial, operational, development impact, and market information as well as relevant ES&amp;G matters. Coordinate with the client to obtain needed information.</li><li>Demonstrates active listening skills by being attentive and listening to others to identify client and stakeholder needs.</li><li>Able to distill and summarize large amounts of information from various sources to prepare business documents and presentations.</li><li>Able to write in a logical and comprehensive, yet concise manner.</li><li>Able to utilize graphics and tables to effectively and creatively present data.</li><li>Extract lessons of IFC&rsquo;s earlier investments or advisory mandates and other evaluative work as relevant to provide input to the structuring of straightforward transactions.</li></ul><p></p><p><b>
Selection Criteria</b></p><p></p><ul><li>Bachelor's or equivalent degree.</li><li>Up to 2 years of work experience in a financial institution, particularly in investment projects.</li><li>Ability to develop complex financial models.</li><li>Keen interest in development finance and multicultural environments.</li><li>Highly motivated, committed to the highest ethical standards, and able to work successfully in multicultural teams and across boundaries.</li><li>Strong knowledge of financial markets.</li><li>Strong analytical and conceptual skills, including corporate/project finance.</li><li>Ability to communicate clearly and concisely both orally and in writing.</li><li>Fluency in English and Arabic is required..</li></ul><p></p><p><b>
WBG Culture Attributes:</b></p><p>
1. Sense of urgency: Anticipate and quickly respond to the needs of internal and external stakeholders.<br>
2. Thoughtful risk-taking: Challenge the status quo and push boundaries to achieve greater impact.
<br>
3. Empowerment and accountability: Empower yourself and others to act and hold each other accountable for results.</p><p>
World Bank Group Core Competencies</p><p><i>
The World Bank Group offers comprehensive benefits, including a retirement plan; medical, life and disability insurance; and paid leave, including parental leave, as well as reasonable accommodations for individuals with disabilities.</i></p><p><i>
We are proud to be an equal opportunity and inclusive employer with a dedicated and committed workforce, and do not discriminate based on gender, gender identity, religion, race, ethnicity, sexual orientation, or disability.</i></p><p><i>
Learn more about working at the </i><i>World Bank</i><i> and </i><i>IFC</i><i> including our values and inspiring stories.</i></p></div>

Investment Analyst- MAS Africa New Business Services

Stifel

<div>Why Stifel:
<div>
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.</div><div></div><div><br>
Let&rsquo;s talk about how you can find your place here at Stifel, <b>where success meets success</b>.</div>
What You'll Be Doing:
<p>
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.</p>
What We're Looking For:
<ul><li>Work with senior Equity Capital Markets (ECM) and Syndicate team members in the origination and execution of equity capital markets transactions</li><li>
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</li><li>
Desire and ability to thrive in a fast-paced, trading floor environment with short deadlines and real-time market interaction</li><li>
Work closely with institutional investors &amp; equity sales in the marketing of transactions, discussing rationales for investment, company valuation, deal structure and terms, and other relevant topics</li><li>
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</li><li>
Build and maintain relationships with key institutional investors through regular in-person meetings and calls</li><li>
Produce market commentary for distribution to global corporate clients</li><li>
Prepare materials for pitches and live deals</li><li>
Conduct economic/financial research</li><li>
Evaluate company&rsquo;s financial performance compared to overall industry and market trends</li><li>
Maintain ECM pipeline and reporting in Salesforce</li><li>
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.</li></ul>
What You'll Bring:
<ul><li>Consistently demonstrates clear and concise written and verbal communication skills, attention to detail, and a curiosity to learn</li><li>
Ability to work under pressure in a rapidly changing environment in order to meet deadlines</li></ul>
Education &amp; Experience:
<ul><li>Minimum required: 0-3 years of relevant experience in syndicate, capital markets, investment banking or sales and trading</li></ul>
Licenses &amp; Credentials:
<ul><li>Minimum required: Series 7, 79 and 63 licenses (or ability to pass exams within 6 months of hire)</li></ul>
Systems &amp; Technology:
<ul><li>Minimum required: None</li></ul>
Compensation Range: Salary: USD $110,000.00/Yr. - USD $110,000.00/Yr.
<br>
<br>
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate&rsquo;s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel&rsquo;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 &amp; certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel&rsquo;s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. About Stifel:
<div>
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&rsquo; 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.</div><div></div><div><br>
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&rsquo;s talk about how you can find your place here at Stifel, where success meets success.</div><div></div><div><br>
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.</div><div></div><div><br>
Stifel is an Equal Opportunity Employer.</div></div>

Equity Capital Markets (ECM) Syndicate Analyst

AJAIA

<div><p>The Head of Strategic Investments will serve as the primary financial and deal-structuring lead for the organization. This individual will be responsible for evaluating opportunities, developing financial models, structuring transactions, and leading the execution of investments and acquisitions.
</p><p>The role will work closely with RDI, the founder/CEO, and leadership to analyze opportunities and lead transactions from concept to closing. This role is ideal for a mid‑career investment professional who understands how deals are structured and executed and is excited about applying those skills in an entrepreneurial environment within the education sector.<br>
<br>
<b>Key Responsibilities:</b></p><p>
Deal Structuring &amp; Financial Analysis</p><ul><li>
Lead financial evaluation of investment opportunities incubator and accelerator participants.</li><li>
Build and maintain financial models to evaluate investments, acquisitions, joint ventures, and strategic partnerships.</li><li>
Support decision-making with valuation frameworks and scenario analyses.</li><li>
Structure transactions including minority investments, majority acquisitions, recapitalizations, and joint ventures.</li><li>
Analyze complex financial arrangements and help leadership understand the risks, economics, and potential outcomes of proposed deals.</li></ul><p>
Transaction Leadership</p><ul><li>
Manage the end-to-end execution of transactions from initial evaluation to closing.</li><li>
Coordinate financial, operational, and market diligence for prospective investments or acquisitions.</li><li>
Work closely with legal counsel to help translate business terms into investment agreements and transaction documents.</li><li>
Participate in negotiations with founders, investors, and counterparties.</li><li>
Support the structuring and execution of special situations such as investor buyouts, recapitalizations, or strategic mergers.</li></ul><p>
Strategic Investment Support</p><ul><li>
Evaluate strategic opportunities connected to the organization's ecosystem, including potential acquisitions or partnerships that could strengthen the platform.</li><li>
Assist RDI leadership and the founder/CEO in analyzing proprietary opportunities that arise within the education sector.</li><li>
Support the development of repeatable approaches for structuring investments as LaunchEd continues to expand its portfolio of companies.</li></ul><br>
<b>
Requirements</b><br>
<ul><li>
5&ndash;10 years of experience in investment banking, private equity, venture capital, corporate development, or a similar transaction-focused role.</li><li>
Strong financial modeling and valuation skills with experience analyzing complex business transactions.</li><li>
Experience supporting or leading acquisitions, investments, joint ventures, or other strategic transactions.</li><li>
Ability to translate complex financial structures into clear explanations for non-financial stakeholders.</li><li>
Experience working with legal and financial advisors during transaction execution.</li></ul><p></p><p><b>
Personal Attributes</b></p><ul><li>
Entrepreneurial mindset with interest in building a growing investment capability inside an innovation platform.</li><li>
Strong analytical thinker with practical deal judgment.</li><li>
Comfortable operating with ambiguity while structuring new types of transactions.</li><li>
Collaborative and able to work closely with senior leadership on complex strategic decisions.</li></ul><br>
<b>
Benefits</b><br>
<p></p><ul><li>
Competitive base salary + performance incentives</li><li>
Professional development opportunities</li></ul></div>

Head of Strategic Investments

Stellantis

<div><div>The Capital Expenditure (CAPEX) Analyst is responsible for evaluating supplier claims related to capital investments (e.g., tooling, equipment, and facilities) resulting from program cancellations or scope changes.
</div><div></div><div>This role is centered on fair market valuation (FMV) and benchmarking of industrial capital assets to support fact-based settlement decisions. The position combines financial analysis, engineering understanding, and commercial judgment to determine what assets are worth in the open market and what portion of supplier claims is economically justified.
</div><div></div><div>This is a high-impact, high-visibility role that directly influences supplier settlement outcomes and partners closely with Purchasing, Engineering, and Finance to resolve complex and often high-value claims.
</div><div>The individual will perform both analytical assessments and on-site validation of supplier-held assets, develop defensible valuation ranges, and communicate clear recommendations to stakeholders. Travel requirements up to 30%, primarily within North America with a focus on the Midwest.
</div><div></div><div><b>Job Responsibilities</b></div>
<ul>
<li>Evaluate supplier cancellation and change-related claims involving capital assets, including tooling, equipment, and facilities
</li><li>Determine fair market value (FMV) of capital assets using appropriate valuation methodologies and available market data
</li><li>Perform benchmarking analysis using comparable assets, cost data, and industry insights to assess the reasonableness of supplier claims
</li><li>Assess asset condition, utilization, and remaining economic life, including depreciation considerations
</li><li>Evaluate alternative use, redeployment, and resale scenarios to determine recoverable value and support settlement recommendations
</li><li>Review supplier claims for contractual alignment, including consistency with purchase orders, contracts, amendments, and termination provisions
</li><li>Assess CAPEX governance and authorization, including asset classification (capital vs. non-capital) and cost structure (labor vs. material, fixed vs. variable)
</li><li>Conduct on-site inspections to validate the existence, condition, and status of supplier-held capital assets
</li><li>Engage directly with suppliers to challenge unsupported, misclassified, or overstated claims using data-driven analysis
</li><li>Partner with Purchasing and Finance to support fact-based negotiation strategies and settlement outcomes
</li><li>Perform detailed analysis and develop clear, well-supported recommendations for management review
</li><li>Prepare concise documentation and communicate findings effectively to cross-functional stakeholders
</li><li>Coordinate with internal audit, field audit, and other cross-functional teams, as applicable
</li></ul>Requirements:
<div><b>Basic Qualifications:</b></div>
<ul>
<li>Bachelor's degree or higher in Finance, Accounting, Engineering, Supply Chain, or other related discipline
</li><li>Minimum 3 years of experience in a relevant field such as: finance, capital investment, industrial operations, purchasing, cost engineering, audit, risk management, accounting</li>
<li>Strong analytical and problem-solving skills, with the ability to evaluate complex financial and technical scenarios Demonstrated ability to manage multiple projects simultaneously and deliver results in a dynamic, fast-paced environment
</li><li>Strong project management skills with the ability to prioritize across competing demands
</li></ul><p></p><p><b>Preferred Qualifications:</b></p>
<ul>
<li>Experience performing or supporting fair market valuation (FMV) of capital assets, tooling, equipment, or industrial infrastructure
</li><li>Strong benchmarking experience, including use of market data, cost comparisons, or historical analysis to evaluate asset value or pricing
</li><li>Experience evaluating or supporting capital expenditures (CAPEX), including asset classification, depreciation, and investment analysis
</li><li>Familiarity with industrial equipment, tooling, manufacturing processes, or plant operations
</li><li>Experience reviewing or supporting supplier claims, change orders, or commercial dispute resolution
</li><li>Working knowledge of contracts, purchase orders, and termination provisions, including interpretation of supplier commitments
</li><li>Ability to exercise independent professional judgment in complex, ambiguous, or disputed environments
</li><li>Experience developing or supporting value-based positions (e.g., valuation, pricing, or cost assumptions) in cross-functional or supplier-facing settings</li></ul></div>

Capital Expenditure (CAPEX) Analyst – Asset Valuation

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