Venture Banking Credit Analyst (Summer 2026 Start)

Location US-CA-San Francisco
ID 2025-8081
Category
Stifel Bank Venture
Position Type
Regular | Full Time
Work Type
Onsite

Why Stifel

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

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

What We're Looking For

  • 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 up 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 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 investments 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, Outlook

Compensation Range

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, Stifel 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.

About Stifel

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 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 information: Know Your Rights.

 

Stifel is an Equal Opportunity Employer.

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