Role OverviewThe Venture Banking Credit Analyst will be an integral part of origination, underwriting, and portfolio management. This position will be responsible for banking and lending directly to private investment funds across several asset classes. The Credit Analyst will have exposure to many different business units while creating a differentiated market strategy.
What You Will Do
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.
Why It Might Be a Fit
The ideal candidate will have 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. Ability to work in an entrepreneurial culture with the desire to figure out how to solve problems and execute.
Requirements
- Bachelor's Degree in finance, accounting or another business related field.
- 1-3 years' of commercial banking, investment banking, or private capital investing experience.
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Benefits
- discretionary bonuses
- health / dental / vision / prescription insurance offerings
- Stifel Total Health Connect
- flexible spending accounts
- tuition & certification assistance programs
- paid time off
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