Stifel - San Francisco, CA

posted about 2 months ago

Full-time - Mid Level
San Francisco, CA
5,001-10,000 employees
Credit Intermediation and Related Activities

About the position

The Senior Vice President in Stifel's Venture Banking Team is responsible for managing a regional client portfolio of technology companies. This role involves leveraging Stifel's banking resources to lead debt processes and provide a tailored banking experience to entrepreneurs. The position requires engagement with senior leaders and a deep understanding of technology and capital trends to effectively support clients.

Responsibilities

  • Maintain a portfolio of technology company clients with ongoing management responsibilities.
  • Drive deal processes including loan underwriting, documentation, and closing.
  • Maintain in-depth knowledge of the venture capital ecosystem and Stifel's products and services.
  • Recognize and pursue opportunities to strengthen relationships with stakeholders in the innovation ecosystem.

Requirements

  • Bachelor's Degree in finance, accounting, or equivalent experience.
  • 7+ years of experience in venture banking, commercial banking, investment banking, or private capital investing.
  • Advanced knowledge in venture lending, underwriting, and portfolio management.
  • Knowledge of economic and accounting principles, financial markets, and financial data analysis.

Nice-to-haves

  • Interest in technology trends and capital markets impacting the innovation ecosystem.
  • Excellent communication and interpersonal skills for building strong relationships.
  • Proactive and detail-oriented with the ability to thrive in a fast-paced environment.
  • Strong team leadership skills for coaching and developing team members.

Benefits

  • Health, dental, and vision care
  • 401k
  • Wellness initiatives
  • Life insurance
  • Paid time off
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