Corporate Finance Associate


Associates have a broad array of responsibilities that are executed alongside our veteran bankers, as well as, the senior management teams of our clients. These tasks include:

  • Playing key roles in the transaction execution process

  • Detailed financial statement modeling, extensive valuation and pricing analyses

  • Creating confidential memoranda, management presentations, marketing pitches and other presentations

  • Helping market and plan engagements

  • Coordinating and performing business due diligence

  • Performing industry research and comparable company analysis

  • Training and developing analyst level bankers

  • Building relationships and maintaining direct contact with current and prospective clients

  • Perform other tasks as assigned by management


For Investment Banking Associate roles, Stephens typically seeks recent MBA graduates or other professionals with a minimum of 2-3 years of prior investment banking experience or more than 4 years of other meaningful finance or accounting experience. In addition, candidates for this position must have:

  • Excellent analytical and modeling skills

  • High energy with strong interpersonal, accounting and finance skills

  • Ability to perform under pressure and tight deadlines

  • Commitment to working hard

  • Extraordinary focus on work quality and attention to detail

  • Excellent written and verbal communication skills

  • Ability to learn quickly, with a particular focus on accounting rules and financial valuation methodologies

  • Strong client management skills

  • Demonstrated ability to work well in team environment


To perform this job successfully, an individual should have strong computer skills including the use of financial reporting software, Microsoft Word, Excel, PowerPoint, Access, Outlook E-mail and the Internet. Ability to learn and use other industry specific software as required.


Ability to accurately read, interpret and communicate large volumes of numbers and data; ability to effectively communicate verbally and in writing; ability to work effectively under frequent periods of time pressures and long hours of work; ability to work with all levels of employees and managers as well as outside contacts; ability to complete assigned projects exercising independent task structure and procedure; ability to work well on small teams. Individual should possess a high level of personal integrity.


FINRA Series 79, 7 and 63

Salary Range
$91,000.00 - $122,000.00
per Year
Salary range estimated by
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New York, NY, 10261, US