2025 Eaton Partners Project Management/Execution Summer Analyst - San Diego

Stifel Financial

Job Description

Description
2025 Eaton Partners Project Management/Execution Summer Analyst - San Diego

Eaton Partners, a Stifel Company, is one of the oldest, largest and most experienced fund placement agents in the world. The firm's purpose is to raise institutional capital for investment managers across a full range of alternative strategies - private equity, real assets, real estate and hedge funds/liquid products. In addition, Eaton has a dedicated team focusing on general product advisory, secondaries, and directs. Eaton Partners has participated in raising over $130 billion of institutional capital across more than 175 highly differentiated investment funds. Eaton Partners was acquired by Stifel in January 2016.

With over 65 employees in ten offices worldwide, Eaton's reach is extensive and our dedication to capital raising is unparalleled. The team has strong, long-held relationships with over 4,000 of the largest, most active institutional investors in the US, Europe and Asia Pacific. Eaton's investor network has a desire to invest substantial capital, with the average commitment of $50 million.

Eaton's deep sector knowledge and unrivaled insight into the private fund market across several asset classes allows the team to raise capital efficiently and effectively. Eaton thrives on working alongside the most innovative funds and consistently partners with the highest-quality fund managers.

Stifel is an Equal Opportunity Employer and our employees, across all subsidiaries and affiliates, are people with different strengths, experiences and backgrounds, who share a passion for Finance. We view diversity holistically - it includes race, gender identity, age, disability status, veteran status, sexual orientation, religion, and many other parts of one's identity. The range of our employees' points of view are key to our success, and inclusion is everyone's responsibility.

Position Description: Project Management/Execution Summer Analyst Program

Eaton Partners' 9-Week Summer Analyst Program provides undergraduates with a hands-on introduction to the role of an Analyst in Project Management. Summer Analysts at Eaton Partners will develop the skills necessary to carry them through to the next level of their careers.

The Summer Analyst Program provides students with a hands-on introduction where you will work alongside our project management and sales professionals, from the Analyst through the Managing Director levels, and will gain significant exposure to this career.

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

A Summer Analyst's specific responsibilities may include conducting industry research, preparing materials, database maintenance, and ongoing fundraise support.

The primary role of the Summer Analyst includes:

  • Conducting industry research and building out industry databases
  • Preparing presentation materials such as PowerPoint slides and summaries for pitchbooks
  • Performing in-depth quantitative financial analyses
  • Contributing to team meetings and discussions
  • Building reports and logging information in Salesforce

Qualifications

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 - May 2026
  • Minimum GPA of 3.2 or above
  • Resume must include expected graduation month/year and GPA
  • Resume 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 environment
  • Excellent quantitative, interpretive, and analytical skills
  • Demonstrated leadership and disciplined work ethic
  • Excellent verbal and written communication skills
  • Proficiency in Excel and PowerPoint
  • Significant exposure to finance and accounting
  • Ability to thrive in a dynamic, collaborative work environment with strong interpersonal skills
  • Superior attention to detail
  • Experience with financial modeling and analysis preferred
  • Well-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, 2025

Pay Rate: $1923/per week

Ready to apply?

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.

What's next?

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 & Next Steps

Please learn more about our firm by using the following website links:

We Value Diversity

Stifel 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.

Stifel Company Information

Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel's broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; and Stifel Independent Advisors, LLC. The Company's broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more ab out Stifel, please visit the Company's website at www.stifel.com. For global disclosures, please visit https://www.stifel.com/investor-relations/press-releases.






Stifel is committed to providing equal employment opportunities (EEO) to all associates,
applicants for employment, and individuals providing services in the workplace without regard to
actual or perceived race, color, religion, creed, gender, pregnancy (including childbirth, lactation,
child-bearing capacity, sterilization, fertility, past pregnancy condition and the potential or intention
to become pregnant and related medical condition), sexual and reproductive health decisions, sexual
orientation, gender identity and gender expression (including transgender individuals who are
transitioning, have transitions, or are perceived to be transitioning to the gender with which they
identify), national origin, ancestry, age, disability, weight, genetic information, marital status,
citizenship status, familial status, homelessness (i.e., lack of a permanent mailing address or a
mailing address that is a shelter or social services provider), status as a covered veteran or any
other protected criteria in accordance with applicable federal, state and local laws. Stifel complies
with applicable state and local laws governing non-discrimination in employment applicable to
each location in which the Firm operates. Stifel strictly prohibits any form of unlawful
discrimination.

Equal opportunity extends to all aspects of the employment relationship, including hiring,
transfers, promotions, training, termination, working conditions, compensation, benefits, and other
terms and conditions of employment. All Stifel associates are responsible for implementing this
EEO policy in their daily actions, conduct and decisions. All associates are expected to treat each
other with respect and professionalism.

Stifel is an Equal Opportunity Employer.

 

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