Venture Banking Credit Analyst (Summer 2026 Start)

About the role

Stifel strives for a culture that prioritizes its clients and associates, fostering an environment where everyone feels valued, included, and empowered to contribute to the firm's success.

Responsibilities

• 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.
• Maintain an in-depth knowledge to creatively evolve processes and procedures for enhanced 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.

Requirements

• 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.
• Able to work in an entrepreneurial culture with the desire to solve problems and execute.

Qualifications

• 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.
• Minimum Required: None

Skills

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

Benefits

• Salary range: USD $80,000.00/Yr. - USD $100,000.00/Yr.
• Comprehensive benefits package including health, dental, and vision care, 401k, wellness initiatives, life insurance, and paid time off.
• Equal opportunity employer.

Pay

Salary range: USD $80,000.00/Yr. - USD $100,000.00/Yr.

Schedule

Not specified.