Associate – Venture Lending & Banking

Job Description

Responsibilities

Involved in and eventually leading portfolio level analytics and reporting, including pipelines, portfolio tracking, board material development, and special projects with Group leads.
Focused on learning about various forms of debt and their applicability to businesses based on each company’s unique attributes.
Able to contribute within deal processes – from the collection and review of diligence materials to the underwriting and internal presentation of credit packages to legal documentation.
Involved in the monitoring of a portfolio of borrowers to ensure compliance with loan covenants and report status up to the leadership team.
Attend industry events, networking functions, and conferences to represent the firm and build professional networks.

Qualifications

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.
1+ years' of commercial banking, investment banking, or private capital investing experience required.

Preferred Qualifications

Minimum Required: Bachelor's Degree in finance, accounting or another business related field required.
Minimum Required: 1+ years' of commercial banking, investment banking, or private capital investing experience required.

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About Company

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets s