Venture Banking Credit Analyst (Summer 2025 Start)

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.

The Venture Credit Analyst plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. This role intertwines an understanding of accounting and financial principals with a Credit Analyst’s desire to learn about sector and economic trends impacting the technology companies we work alongside. In joining our San Francisco team, the Credit Analyst’s role will focus heavily on understanding and contributing within active debt processes – structuring, underwriting, and presenting to our credit team. Over time the Credit Analyst will have the opportunity to lead relationship management with portfolio companies and on new deal origination. The position has an anticipated start date of summer 2025.

• Involved in 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 unique attributes.
• Work with Deal Teams to collect and review diligence materials to prepare credit memorandums for presentation to the leadership team.
• Participate in deal origination and underwriting process from sourcing to execution / closing
• Involved in monitoring an existing portfolio of borrowers to ensure compliance with loan covenants and report status up to the leadership team.
• Attend industry events, networking functions, and conferences to represent the firm and build professional networks.

• Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
• Interest in technology trends, key metrics, and capital markets impacting the innovation ecosystem.
• Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Effective communication in writing as appropriate for the needs of the audience, and excellent interpersonal skills and ability to build relationships.
• Proactive, detail-oriented, and able to thrive in a fast-paced environment with multiple priorities.
• Microsoft Office with emphasis on Excel software proficiency.

• Minimum Required: Bachelor's Degree in finance, accounting, another business related field required or equivalent experience
• Minimum Required: 1+ years' of commercial banking, investment banking, or private capital investing experience required.
• Recent graduates will also be considered

• Minimum Required: None

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

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

Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Sifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

 

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

 

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

 

Stifel’s bank and trust companies are affirmative action and equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law.  If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following posters:  Know Your Rights and Pay Transparency.

 

Stifel is an Equal Opportunity Employer.