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2023 Eaton Partners Project Management/Execution Summer Analyst - San Diego, CA

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’ 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 level, and will gain significant exposure to this career.

Our internship program is designed to support your potential. Summer Analysts participate in a robust training program during the first week of the internship. Additionally, the program is structured to provide each Analyst with the support they need for a successful summer. There is a mentorship program, social networking events, and significant learning opportunities outside of your day-to-day projects.

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

Summer Analyst candidates should possess outstanding academic records and have demonstrated strong leadership ability through involvement in extracurricular endeavors such as student government, athletics, and cultural and entrepreneurial activities.

The ideal candidate will possess the following:
• Strong quantitative / analytical skills
• Superior attention to detail
• Disciplined work ethic
• Excellent verbal and written communication skills
• Ability to effectively manage multiple simultaneous project deadlines
• Proficiency in Excel and PowerPoint
• Significant exposure to finance and accounting
• Experience with financial modeling and analysis preferred
• Ability to work both in teams and independently
• Highly-motivated and energetic
• Must be graduating in 2024
Please note: To be eligible, applicants must be authorized to work in the United States without requiring visa sponsorship now or in the future. 

Additional Information & Next Steps
Please learn more about our firm by using the following website links:

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 about Stifel, please visit the Company’s website at For global disclosures, please visit