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Company: Stifel
Location: Grand Forks
Posted on: June 1, 2021

Job Description:

The Private Equity Due Diligence Specialist II is responsible for the sourcing, due diligence and monitoring of private equity investments for the firm's alternative investments platform.


  • 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.
  • Supervise and train junior analysts/interns on investment analysis and internal processes.


  • Solid 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
  • Bachelor's degree in Business, Economics, Finance, or Accounting
  • 3-5 years of relevant work experience, but not limited to, private equity, investment banking, investment consulting or accounting and valuation services required
  • Series 7 & Series 66 (or 65 and 63) within 12 months of hire
  • proficient in Microsoft Office Suite with strong skillset with Excel and PowerPoint.


Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.
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
The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to "virtually" meeting you.

Keywords: Stifel, Grand Forks , PRIVATE EQUITY DUE DILIGENCE SPECIALIST II, Other , Grand Forks, North Dakota

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