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

Summary: Stifel Financial Corp. is a global wealth management and investment banking firm that values innovation and fresh ideas. The Venture Banking Credit Analyst will play a key role in origination, underwriting, and portfolio management, focusing on banking and lending to private investment funds while identifying opportunities for process improvements. 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 knowledge, Investment fund analysis, Financial principles, Commercial banking, Investment banking, Private capital investing, Credit analysis, Portfolio management, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Communication with senior executives, Entrepreneurial mindset Benefits: Discretionary bonuses, Health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, Flexible spending accounts, Tuition & certification assistance programs, Paid time off, Comprehensive benefits package to include health, dental and vision care, 401k, Wellness initiatives, Life insurance