What You'll Be Doing
The Assistant Vice President within Stifel’s Venture Enterprise team supports and leads initiatives designed to meet the financing and banking needs of existing and prospective clients. This 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 evaluate their impact on clients and prospects. The Assistant Vice President is actively involved throughout the debt lifecycle, including deal structuring, underwriting, execution, and ongoing portfolio management. Based in San Francisco, this position offers broad exposure to the technology industry while developing an in-depth understanding of individual companies and their financial and strategic needs.
What We're Looking For
- Lead portfolio level analytics and reporting, including pipelines, portfolio tracking, board material development, and special projects with Group leads.
- Understands various forms of debt and their applicability to businesses based on each company’s unique attributes.
- Able to drive deal processes – from the collection and review of diligence materials to the underwriting and internal presentation of credit packages to legal documentation.
- Monitor an existing portfolio of borrowers to ensure compliance with loan covenants and report status up to the leadership team.
- Build strong relationships with key 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.
What You'll Bring
- Knowledge of economic and accounting principles and practices, the financial markets, venture banking and the analysis and reporting of financial data.
- Interest in technology trends, key metrics, and capital markets impacting the innovation ecosystem.
- Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Excellent communication and interpersonal skills; able to build strong relationships with clients and internal teams.
- Proactive, detail-oriented, and able to thrive in a fast-paced environment with multiple priorities.
- Microsoft Office with emphasis on Excel software proficiency.
Education & Experience
- Minimum Required: Bachelor's Degree in finance, business, accounting, economics or related field required.
- Minimum Required: 3+ years of venture banking, commercial banking, investment banking, or private capital investing experience required.
Systems & Technology
- Proficient in Microsoft Word, Excel, PowerPoint, Outlook #LI-JK1
Compensation RangeSalary: USD $120,000.00/Yr. - USD $135,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
