Venture Banking Credit Analyst

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Venture Credit Analyst plays an integral part in leading portfolio-level analytics and reporting for venture-backed technology and healthcare companies and will work directly with senior leaders on origination, underwriting, and portfolio management. This role intertwines an understanding of accounting and financial principles with a Credit Analyst’s desire to learn about the sector and economic trends impacting the technology and healthcare companies we work alongside.

This is a full-time, regular position with an anticipated start date in Summer 2027.

What We're Looking For

• Participate in portfolio-level analytics and reporting for venture-backed technology and healthcare companies, including pipelines, portfolio tracking, board material development, and special projects with Group leads.
• Develop an understanding of various forms of debt and their applicability to businesses based on each company’s unique attributes.
• Work with the Deal Teams to collect and review diligence materials and prepare credit memorandums for presentation to the leadership team.
• Participate in deal origination and the underwriting process from sourcing through execution and closing.
• Monitor an existing portfolio of borrowers to ensure compliance with loan covenants and report status updates to the leadership team.
• Build relationships with portfolio companies and support senior team members in providing a high level of service throughout the client relationship.
• Attend industry events, networking functions, and conferences to represent the firm and build a professional network.

What You'll Bring

• Knowledge of economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
• Interest in technology trends, key metrics, and capital markets impacting the innovation ecosystem.
• Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Effective verbal and written communication skills, with the ability to adapt messaging to the audience and build strong professional relationships.
• Proactive, detail-oriented, and able to thrive in a fast-paced environment while managing multiple priorities
• Strong analytical and problem-solving skills with an interest in developing expertise in credit underwriting and portfolio management.

Education & Experience

• Minimum Required: Bachelor’s degree in Finance, Accounting, another business-related field, or an equivalent combination of education and experience.
• Minimum Required: 1+ years of experience in commercial banking, investment banking, private capital investing, or a related field.
• Recent graduates with relevant internship, academic, or related experience will also be considered.

Licenses & Credentials

• Minimum Required: None

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Compensation Range

Salary: USD $80,000.00/Yr. - USD $100,000.00/Yr.

Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
About Stifel

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 success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law.  If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.

Stifel is an Equal Opportunity Employer.