Managing Director, Strategic Capital Group - Innovation Banking

First Citizens Bank•San Francisco, CA

8d•Hybrid

About The Position

The Managing Director, Strategic Capital Group (SCG) leads the pursuit, structuring, and positioning of SCG sub-debt and convertible-debt products, delivering enterprise risk lending solutions to promising clients. The role partners with Relationship Management, Credit Solutions, credit and legal partners, clients, and external co-lending and fund partners to lead diligence, negotiate transactions, and develop appropriate senior and junior debt solutions. The position provides expertise on market, sector, competitive, business-model, and lending-model trends; helps improve the team's scalability and market presence; and monitors the integrity and projections of returns for SCG products in relation to the broader portfolio and external venture debt market. The Managing Director supports the Group Head on special projects and team development, coaches Directors, VPs, and Associates, and builds relationships with clients, investors, venture firms, funds, and other ecosystem stakeholders. This is a hybrid role, with work regularly taking place inside and outside the Denver, San Francisco, or New York office.

Requirements

Bachelor's degree and 8 years of experience working with technology and life sciences companies focused on venture debt; alternatively, a high school diploma or GED and 12 years of such experience.
Knowledge of capital markets and capital structures for venture-backed companies.
Credit analysis and underwriting skills.
Deal structuring and pricing skills.
Relationship management and client engagement skills.
Financial product knowledge and risk assessment skills.
Market and industry analysis skills.
Negotiation skills.
Leadership and adaptability.
Regulatory compliance knowledge.
Time-management skills.

Nice To Haves

10–12 or more years of related experience.
Advanced knowledge of capital structures, product positioning, risk evaluation, and managing changing situations.
Strong knowledge of equity markets and capital structures, and the ability to interpret corporate formation documents and charters accurately.
Strong structuring and negotiation skills, including the ability to independently build trust with clients and investors and close transactions.
Bachelor's degree plus CFA, or equivalent related experience.

Responsibilities

Lead the pursuit, structuring, and positioning of SCG product solutions for screened prospects.
Work with Relationship Management, clients and prospects, Credit Administration, financial partners, legal partners, and other stakeholders to achieve successful transaction outcomes.
Manage resources effectively and oversee deal activity at scale and volume.
Drive team subject-matter expertise in market, sector, and competitive trends, business models, and lending models.
Improve the group's scalability by optimizing business practices and go-to-market approach.
Support the Group Head in special projects and team development.
Collaborate with and coach Directors, VPs, and Associates supporting the team.
Ensure appropriate resource allocation to the deal pipeline.
Develop insights into loan types and sectors and demonstrate thought leadership.
Build internal and external relationships, including with external funds, venture firms, third-party funds, and other ecosystem service providers.
Work with Investor Coverage and Business Development teams to identify and pursue deal opportunities.
Understand, project, and maintain the integrity of returns associated with SCG products in the context of the portfolio and external venture debt market.
Stay informed about market, sector, and competitive trends and balance the needs of clients, financial partners, and FCB as circumstances change.