Associate, Venture Lending & Banking at Stifel… · New York

Summary: Stifel Financial Corp. is a global wealth management and investment banking firm that values innovation and fresh ideas. The Associate role in the Venture Banking Team involves portfolio management, deal underwriting, and strategic projects, requiring an understanding of financial principles and market trends impacting technology companies. 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 Required Qualifications: - 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 - 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 - Proficient in Microsoft Word, Excel, PowerPoint, Outlook Required Skills: Financial analysis, Accounting principles, Debt structuring Important Skills: Microsoft Excel Nice-to-Have Skills: Logic, reasoning, Networking Benefits: Discretionary bonuses, Health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, Flexible spending accounts, Tuition & certification assistance programs, Paid time off, Health, dental and vision care, 401k, Wellness initiatives, Life insurance