Stifel
Associate, Venture Lending & Banking
New York, NY, US
Sponsorship not specified$90k-$120kDetected 1 day ago
AccountingExcelResearchLeadershipCommunicationPublic SpeakingMicrosoft OfficeUnderwriting
About the role
- 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.
- What You'll Be Doing The Associate will be integrally involved in all facets of Stifel's Venture Banking Team's operations - from portfolio management to deal underwriting to strategic organizational projects.
Responsibilities
- 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.
- 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.
Requirements
- What You'll Bring Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
- Microsoft Office with emphasis on Excel software proficiency.
- Minimum Required: 1+ years' of commercial banking, investment banking, or private capital investing experience required.
- About Stifel Stifel is more than 130 years old and still thinking like a start-up.
- Let's talk about how you can find your place here at Stifel, where success meets success.
- Bachelor's Degree in finance, accounting or another business related field required.
Compensation
- USD $90,000.00/Yr. - USD $120,000.00/Yr.
- The base salary is one component of Stifel's overall compensation package for each individual employee.
Benefits
- To view a more comprehensive list of Stifel's current offerings, please visit https://www.stifel.com/careers/benefits.
- 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.
Company info
- 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.
- This role intertwines an understanding of accounting and financial principals with an candidate's desire to learn about sector and economic trends impacting the technology companies we work alongside.
- In joining our New York team, this role will focus heavily on understanding and contributing withing the active debt processes - structuring, underwriting, and presenting to our credit team.
- What We're Looking For Involved in and eventually leading portfolio level analytics and reporting, including pipelines, portfolio tracking, board material development, and special projects with Group leads.
- Focused on learning about various forms of debt and their applicability to businesses based on each company's unique attributes.
- Able to contribute within deal processes - from the collection and review of diligence materials to the underwriting and internal presentation of credit packages to legal documentation.
- Involved in the monitoring of a portfolio of borrowers to ensure compliance with loan covenants and report status up to the leadership team.
- Attend industry events, networking functions, and conferences to represent the firm and build professional networks.
- 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.
Equal opportunity
- Know Your Rights.
- Stifel is an Equal Opportunity Employer.
- Stifel's bank and trust companies are equal opportunity employers.
This listing is sourced directly from Stifel's careers page and normalized into a canonical job model.