Assistant Vice President, Venture (Enterprise)

Stifel•San Francisco, CA

2d•$120,000 - $135,000•Onsite

About The Position

The Assistant Vice President within Stifel’s Venture Enterprise team supports and leads initiatives to meet the financing and banking needs of existing and prospective clients. The role engages with senior leaders across the organization and within the venture and technology ecosystem to understand emerging technology, industry, and capital markets trends and assess their impact on clients and prospects. The position is involved throughout the debt lifecycle, including deal structuring, underwriting, execution, and ongoing portfolio management. Based in San Francisco, the role provides broad exposure to the technology industry and an 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 identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal teams.
Proactive and detail-oriented, with the ability to thrive in a fast-paced environment and manage multiple priorities.
Proficiency with Microsoft Office, particularly Excel; proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.

Responsibilities

Lead portfolio-level analytics and reporting, including pipelines, portfolio tracking, board material development, and special projects with Group leads.
Understand 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 portfolio of borrowers 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.