Fund Banking Analyst

About the role

Why 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. Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

• Provide financial analysis and support for fund banking operations.
• Analyze financial data, prepare reports, and assist in the development of financial strategies for fund management.
• Work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities.
• Perform tasks such as financial modeling, risk analysis, performance monitoring, and compliance management.
• Assist in analyzing prospective credit decisions, understanding borrowers' past performance, assets, or investors.
• Handle various client requests related to loans or deposit accounts, liaising with other organization members as needed.
• Process loan advance requests and perform ad-hoc requests and reports for Fund Banking or Venture Banking team members.

What We're Looking For

• Gather, organize, analyze, and monitor borrower data to determine performance and produce various reports for management.
• Aid in analyzing prospective credit decisions, focusing on understanding borrowers' past performance, assets, or investors.
• Assist with client requests related to loans or deposit accounts, liaising with other organization members as needed.
• Perform tasks such as financial modeling, risk analysis, performance monitoring, and compliance management.
• Assist in preparing high-quality work products independently and as part of a collegial team.
• Work directly with senior executives and investment firms, demonstrating strong communication and problem-solving skills.
• Contribute to an entrepreneurial culture, solving problems and executing tasks without highly structured guidance.

Education & Experience

• Minimum Required: Bachelor's Degree in finance, accounting, or another business-related field.
• Minimum Required: 1+ years of full-time work experience, preferably in commercial banking, finance, accounting, investment banking, or alternative investments.

Systems & Technology

• Proficient in Microsoft 365.
• Strong MS Excel skills with the preferred ability to use functions such as pivot tables, macros, lookup/index match, etc.