Associate, Venture Lending & Banking

Associate, Venture Lending & Banking

Location: US-NY-New York

ID: 2026-8970

Category: Stifel Bank Venture

Position Type: Regular | Full Time

Work Type: Onsite

Why Stifel

Stifel strives for a culture that puts 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 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. The role combines accounting and financial principles with a desire to learn about sector and economic trends impacting technology companies. In New York, the role will focus on understanding and contributing to active debt processes—structuring, underwriting, and presenting to the 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 attributes.
• Contribute within deal processes—from collection and review of diligence materials to underwriting and internal presentation of credit packages to legal documentation.
• Monitor a portfolio of borrowers to ensure compliance with loan covenants and report status to the leadership team.
• Attend industry events, networking functions, and conferences to represent the firm and build professional networks.

What You'll Bring

• Knowledge of economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
• Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions or approaches to problems.
• Effective written communication appropriate for the audience.
• Microsoft Office proficiency, with emphasis on Excel.

Education & Experience

• Minimum Required: Bachelor’s Degree in finance, accounting, or related business field.
• Minimum Required: 1+ years of commercial banking, investment banking, or private capital investing experience.

Systems & Technology

• Proficient in Microsoft Word, Excel, PowerPoint, Outlook.

Compensation Range

Salary: USD $90,000.00/Yr. – USD $120,000.00/Yr.

Actual salaries may vary based on qualifications, skills, and overall competencies. The base salary is a component of Stifel’s overall compensation package, which may include discretionary bonuses and a comprehensive benefits package (health, dental, vision, prescription insurance, wellness programs, 401k, tuition assistance, paid time off, and more). For a full list of offerings, visit the Stifel careers benefits page. Applications are accepted until the position is filled.

About Stifel

Stifel is a global wealth management and investment banking firm with a history spanning over 130 years. Headquartered in St. Louis, we maintain offices worldwide and employ thousands of professionals across finance, technology, and operations. We offer an entrepreneurial environment and comprehensive benefits, including health, dental, vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel’s bank and trust companies are equal opportunity employers. All candidates are considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status,