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Stifel

Full-service wealth management and investment banking

Assistant Vice President - Venture, Enterprise

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeSan Francisco, CA, USA

About the Job

Requirements

  • Knowledge of economic and accounting principles and practices, financial markets, venture banking, and the analysis and reporting of financial data.
  • Interest in technology trends, key metrics, and capital markets impacting the innovation ecosystem.
  • Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Ability to build strong relationships with clients and internal teams.
  • Proactive, detail-oriented approach and ability to thrive in a fast-paced environment with multiple priorities.
  • Proficiency with Microsoft Office, especially Excel; proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
  • Bachelor's degree in finance, business, accounting, economics, or a related field.
  • At least 3 years of experience in venture banking, commercial banking, investment banking, or private capital investing.

Responsibilities

  • Lead portfolio-level analytics and reporting, including pipelines, portfolio tracking, board material development, and special projects with Group leads.
  • Understand various forms of debt and their applicability to businesses based on each company's unique attributes.
  • Drive deal processes, from collecting and reviewing diligence materials through underwriting, internal presentation of credit packages, and legal documentation.
  • Monitor an existing portfolio of borrowers to ensure compliance with loan covenants and report status to the leadership team.
  • Build relationships with key stakeholders in the innovation ecosystem, including venture capitalists, founders, and advisors.
  • Attend industry events, networking functions, and conferences to represent the firm and build professional networks.
  • Engage with senior leaders across the organization and the venture and technology ecosystem to understand emerging technology, industry, and capital markets trends and evaluate their impact on clients and prospects.
  • Participate throughout the debt lifecycle, including deal structuring, underwriting, execution, and ongoing portfolio management.

About the Company

Stifel

Full-service wealth management and investment banking

Stifel Financial Corp. offers a full range of financial services, including private client brokerage, wealth management, and investment banking. Clients work with financial advisors to build personalized investment plans and execute trades, while its capital markets arm underwrites and distributes securities for institutional clients. The firm differentiates itself by combining private-client advisory services with institutional and capital markets capabilities across a large U.S. and Europe footprint, backed by a long history dating back to 1890. Its goal is to help clients grow, protect, and transfer wealth through coordinated financial advice and market services on a nationwide platform.

Company size
5,001-10,000
Company stage
IPO
Headquarters
St. Louis, MO
Founded
1890

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