FI Financial Institutions Strategist - Vice President or Director, Tax Credit team

Why Stifel

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.

 

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

Under the direction of the Managing Director of Tax Credit Solutions, the Fixed Income ("FI") Financial Institutions Strategist collaborates with the sales team, tax credits team and the remainder of the fixed income strategies team in continuing to build and evolve Stifel’s Tax Credit Desk. The FI Financial Institutions Strategist will lead deals with Fixed Income Clients seeking to purchase federal transfer tax credits, LIHTC, HTC, NMTC, and state tax credits. The Strategist will coordinate with tax credit sellers, law firms, accounting firms and other industry players to source tax credit inventory. They will also work with clients to help them understand the transfer tax credit trade, coordinate with clients to gain internal approval to do a trade, identify relevant advisors to assist the client, and serve as a market advisor across the transaction lifecycle.

What We're Looking For

• Partner with sales representatives and the remainder of strategies to serve Stifel's clients interested in exploring the tax credit strategy
• Develop tax credit strategy recommendations which are communicated to banks via virtual and in-person presentations
• Analyze tax credit inventory to match relevant offerings based on demand
• Establish target client lists built in conjunction with broader strategies goals with accountability to maximize client touch and transaction volume
• Continue to develop and refine tax credit inventory through new and existing seller relationships  
• Coordinate with team members to successfully manage banks along the transaction timeline
• Support the Managing Director with project management, data analytics, modeling, etc. to support client meetings/presentations. 
• Additional duties and projects as assigned by the Managing Director of Tax Credit Solutions 

What You'll Bring

• Experience in federal renewable energy tax credits
• Experience with or familiarity with federal and state LIHTC, HTC, NMTC credits
• Experience with or familiarity with state transferable tax credits
• Strong leadership skills
• Strong presentation skills
• Solid math and analytical skills
• Excellent verbal and written communication skills
• Strong organizational skills with the ability to manage multiple tasks, priorities, and deadlines
• Strong computer skills
• Ability to work collegially within a team environment
• Ability to work independently and assume ownership of assignments 

Education & Experience

• Bachelor's degree in Finance, Accounting, Economics or Business related field preferred
• Professional designations preferred
• 5+ years related experience required

Licenses & Credentials

• None 

Systems & Technology

• Proficient in Microsoft Office Suite
• Proficient in managing AI tools and platforms
• Bloomberg experience preferred

About Stifel

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’ 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.

 

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’s talk about how you can find your place here at Stifel, where success meets success.

 

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.