Associate Venture Lending & Banking

Stifel•New York, NY

1d•$90,000 - $120,000•Onsite

About The Position

The Associate Venture Lending & Banking will be an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Credit Analyst will have the unique opportunity to help shape their own experience through outbound networking and sourcing, and internal projects to further streamline the group's operations. Over time the Credit Analyst will have the opportunity to lead relationship management with portfolio companies and on new deal origination.

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
Work with Deal Teams to collect and review diligence materials to prepare credit memorandums for presentation to the leadership team.
Participate in deal origination and underwriting process from sourcing to execution / closing
Monitor an existing portfolio of borrowers to ensure compliance with loan covenants and report status up to the leadership team.
With support from leadership, develop a network of venture capitalists and service providers to drive further awareness of Stifel Venture Bank in an effort to drive new business