Assistant Vice President, Venture (Enterprise)

Stifel•San Francisco, CA

8h•$120,000 - $135,000

About The Position

The Assistant Vice President on Stifel’s Venture Enterprise team supports and leads initiatives to meet the financing and banking needs of existing and prospective clients. The role works with senior leaders across the organization and the venture and technology ecosystem to understand emerging technology, industry, and capital-markets trends and evaluate their impact on clients and prospects. The position participates throughout the debt lifecycle, including deal structuring, underwriting, execution, and ongoing portfolio management. Based in San Francisco, it offers broad exposure to the technology industry and the opportunity to develop an in-depth understanding of individual companies and their financial and strategic needs.

Requirements

Bachelor’s degree in finance, business, accounting, economics, or a related field.
At least 3 years of experience in venture banking, commercial banking, investment banking, or private capital investing.
Knowledge of economic and accounting principles and practices, financial markets, venture banking, and financial-data analysis and reporting.
Interest in technology trends, key metrics, and capital markets affecting the innovation ecosystem.
Ability to use logic and reasoning to evaluate alternative solutions, conclusions, and approaches to problems.
Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal teams.
Proactive, detail-oriented approach and ability to thrive in a fast-paced environment with multiple priorities.
Proficiency with Microsoft Office, particularly Excel; proficiency in Word, Excel, PowerPoint, and Outlook.

Responsibilities

Lead portfolio-level analytics and reporting, including pipeline and portfolio tracking, board-material development, and special projects with group leads.
Assess different forms of debt and their applicability to businesses based on each company’s attributes.
Drive deal processes, from collecting and reviewing diligence materials through underwriting, internal presentation of credit packages, and legal documentation.
Monitor an existing borrower portfolio for loan-covenant compliance and report status to the leadership team.
Build relationships with 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.