Venture Banking Credit Analyst (Summer 2026 Start) at Stifel… · San…

Summary: Stifel Financial Corp. is a global wealth management and investment banking firm with a culture that prioritizes clients and associates. They are seeking a Venture Banking Credit Analyst who will assist in origination, underwriting, and portfolio management while working directly with private investment funds. Responsibilities: - 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 Required Qualifications: - Bachelor's Degree in finance, accounting or another business related field - 1-3 years' of commercial banking, investment banking, or private capital investing experience - 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 - Proficient in Microsoft Excel, Word, PowerPoint, Outlook Required Skills: Private closed-end funds operations, Investment fund analysis, Financial principles, Commercial banking, Investment banking, Private capital investing, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, work in a team 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, Paid time off