Venture Banking Credit Analyst

Venture Banking Credit Analyst

Location: US-NY-New York

Position Type: Regular | Full Time

Work Type: Onsite

What You’ll Be Doing

The Venture Banking Credit Analyst will be an integral part of origination, underwriting, and portfolio management. This position is responsible for banking and lending directly to private investment funds across several asset classes. The Credit Analyst will have exposure to multiple business units while creating a differentiated market strategy.

• 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 to the leadership team.
• Maintain in-depth knowledge to creatively evolve processes and procedures to enhance efficiency and scalability.
• Remain an active participant in the fund finance ecosystem to become an expert in banking and lending to private funds.
• Identify opportunities for process improvements.

What We’re Looking For

• Knowledge of how private closed-end funds operate and the multiple entities involved (limited partners, general partner, etc.).
• Strong skills and experience in analyzing investment funds and their underlying objectives.
• Knowledge of key financial principles.
• Strong ability to produce high-quality work products independently and as part of a collegial team.
• Comfort working directly with senior executives and investment firms.
• Ability to work in an entrepreneurial culture with a desire to solve problems and execute.

What You’ll Bring

• Knowledge of how private closed-end funds operate and the multiple entities involved (limited partners, general partner, etc.).
• Strong skills and experience in analyzing investment funds and their underlying objectives.
• Knowledge of key financial principles.
• Strong ability to produce high-quality work products independently and as part of a collegial team.
• Comfort in working directly with senior executives and investment firms.
• Ability to work in an entrepreneurial culture with the desire to figure out how to solve problems and execute.

Education & Experience

• Minimum Required: Bachelor’s degree in finance, accounting, or another business-related field.
• Minimum Required: 1–3 years of commercial banking, investment banking, or private capital investing experience.

Licenses & Credentials

Minimum Required: None

Systems & Technology

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

Compensation Range

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

Actual salaries may vary and may be based on factors including each candidate’s qualifications, skills, and overall competencies. The base salary is one component of Stifel’s overall compensation package. Other benefits and offerings include discretionary bonuses; health, dental, vision, and prescription insurance offerings; Stifel Total Health Connect; flexible spending accounts; tuition & certification assistance programs; paid time off; and more. For a comprehensive list of current offerings, visit https://www.stifel.com/careers/benefits.

Applications are accepted until the position is filled.