Assistant Vice President, Venture (Enterprise)

Stifel•San Francisco, CA

1d•$120,000 - $135,000

About The Position

In joining Stifel’s Venture Banking Team, an Associate Vice President 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. This role – broad in its view of the technology industry yet immersive in its connectivity to specific businesses – is an opportunity to join an exceptionally talented team operating in the heart of the tech industry, San Francisco.

Requirements

Knowledge of economic and accounting principles and practices, the financial markets, venture banking and the analysis and reporting of financial data.
Interest in technology trends, key metrics, and capital markets impacting the innovation ecosystem.
Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Excellent communication and interpersonal skills; able to build strong relationships with clients and internal teams.
Proactive, detail-oriented, and able to thrive in a fast-paced environment with multiple priorities.
Microsoft Office with emphasis on Excel software proficiency.
Bachelor's Degree in finance, business, accounting, economics or related field required.
3+ years of venture banking, 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.