Assistant Vice President, Venture Banking

Stifel•New York, NY

3d•$120,000 - $135,000•Onsite

About The Position

The Assistant Vice President Venture Lending & Banking will both support and lead a variety of initiatives aimed at supporting the needs of existing and prospective clients. This dynamic role requires engaging with senior leaders in- and outside of the organization to understand technology and capital trends and how they impact the companies we work to support. An AVP is materially involved in all phases of the debt process – from structuring to underwriting to ongoing portfolio maintenance.

Requirements

Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Effective communication in writing as appropriate for the needs of the audience.
Microsoft Office with emphasis on Excel software proficiency.
Bachelor's Degree in finance, accounting or another business related field required.
3+ years' of commercial banking, investment banking, or private capital investing experience required.
Proficient in Microsoft Word, Excel, PowerPoint, Outlook

Responsibilities

Lead portfolio level analytics and reporting, including pipelines, portfolio tracking, board material development, and special projects with Group leads.
Understands various forms of debt and their applicability to businesses based on each company’s unique attributes.
Able to drive deal processes – from the collection and review of diligence materials to the underwriting and internal presentation of credit packages to legal documentation.
Monitor an existing portfolio of borrowers to ensure compliance with loan covenants and report status up to the leadership team.
Build strong relationships with key stakeholders in the innovation ecosystem, including venture capitalists, founders, and advisors.
Attend industry events, networking functions, and conferences to represent the firm and build professional networks.