IB Energy Technical Lead

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
We are seeking a senior professional to lead technical evaluations for upstream and midstream M&A advisory within our Energy & Natural Resources investment banking group. This role requires deep subject matter expertise across upstream, midstream, and energy services sub-sectors, combined with a proven track record of leading complex transactions. The successful candidate will serve as the primary technical authority for the group, driving client strategy, overseeing high-profile transaction execution, and contributing to the growth of our Energy practice.

What We're Looking For

• Lead Stifel's oil and gas technical practice, overseeing all engineering, geological, and petrophysical workflows as a senior member of the Energy & Natural Resources investment banking team.
• Act as a senior technical advisor to corporate boards, executive management teams, and private equity sponsors. Articulate complex asset-level value drivers, reserve risks, and upside potential to support M&A and capital markets decision-making.
• Manage the full lifecycle of M&A transactions, recapitalizations, and capital raises from origination through closing. Ensure execution excellence, rigorous due diligence, and adherence to strict timelines.
• Drive business development initiatives by leveraging technical expertise to identify transaction opportunities. Cultivate and maintain long-term relationships with key industry stakeholders.
• Mentor and develop junior bankers and technical staff, fostering a collaborative, high-performance culture focused on technical precision and commercial acumen.
• Represent the firm at industry conferences and networking events to enhance the Energy group's sector presence and market intelligence.

What You'll Bring

• Strong asset evaluation capabilities
• Proven ability to originate and execute transactions in the Energy sector.
• Exceptional leadership and client relationship management skills.
• Strong organizational and time management capabilities.
• High level of professionalism, integrity, and judgment.
• Excellent communication skills, both written and verbal.
• Advanced analytical and problem-solving skills; proficiency in valuation modeling.

Education & Experience

• Minimum Required: Bachelor's degree in Engineering or Geology; MBA or other advanced degree strongly preferred
• Minimum Required: Minimum 15+ years of energy industry experience with significant exposure to upstream business development, investment banking, engineering consulting, or private equity.

Licenses & Credentials

• Minimum Required: Series 79 and 63

Systems & Technology

• Proficient in Aries, PHDWin, Petra, Microsoft Excel, Word, PowerPoint, and Outlook

About Stifel
At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment