What You'll Be Doing
The Venture Banking Credit Analyst II will be an integral part of origination, underwriting, and portfolio management. This position will be responsible for banking and lending directly to private investment funds across several asset classes. The Credit Analyst will have exposure to many different business units while creating a differentiated market strategy.
What We're Looking For
- Assist in managing the deal process from origination and underwriting to execution.
- Collect and review diligence materials to prepare credit memorandums for presentation to the leadership team.
- Monitor an existing portfolio of borrowers to ensure compliance with loan covenants and report status up to the leadership team.
- Maintain in-depth knowledge to creatively evolve processes and procedures to enhance efficiency and scalability.
- Remain an active participant in the fund finance ecosystem to become an expert in banking and lending to private funds.
- Identify opportunities for process improvements.
- Oversees all internal reporting for Stifel Bank (Board materials, CECL, monthly balances, pipeline, and portfolio)
- Reviews all underwriting materials on an individual basis for initial credit screens.
- Manages 4 portfolio companies from a portfolio management perspective
What You'll Bring
- Knowledge of how private closed-end funds operate and the multiple entities involved (limited partners, general partner, etc.).
- Strong skills and experience in analyzing investments funds and their underlying objectives.
- Knowledge of key financial principles.
- Strong ability to produce high quality work products independently and as part of a collegial team.
- Comfort in working directly with senior executives and investment Firms.
- Ability to work in an entrepreneurial culture with the desire to figure out how to solve problems and execute.
Education & Experience
- Minimum Required: Bachelor's Degree in finance, accounting or another business related field
- Minimum Required: 3-5 years' of commercial banking, investment banking, or private capital investing experience
Licenses & Credentials
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Compensation RangeSalary: USD $90,000.00/Yr. - USD $100,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidates qualifications, skills, and overall competencies for the position. The base salary is one component of Stifels 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 Stifels current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
