Job Description

The Associate, Fund Banking will be an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Associate will have the unique opportunity to help shape their own experience through outbound networking and sourcing, and internal projects to further streamline the group's operations. Over time the Associate will have the opportunity to lead relationship management with portfolio companies and on new deal origination.

• Lead portfolio level analytics and reporting, including pipelines, portfolio tracking, board material development, and special projects with Group leads
• Work with Deal Teams to collect and review diligence materials to prepare credit memorandums for presentation to the leadership team.
• Participate in deal origination and underwriting process from sourcing to execution / closing
• Monitor an existing portfolio of borrowers to ensure compliance with loan covenants and report status up to the leadership team.
• With support from leadership, develop a network of venture capitalists and service providers to drive further awareness of Stifel Venture Bank in an effort to drive new business

• 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.

• Minimum Required: Bachelor's Degree in finance, accounting or another business related field required.
• Minimum Required: 3+ years' of commercial banking, investment banking, or private capital investing experience required.

• Minimum Required: None

• Proficient in Microsoft Word, Excel, PowerPoint, Outlook

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.

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