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 Associate- Project Finance will be integrally involved in all facets of Stifel’s Venture Banking Team’s operations – from portfolio management to deal underwriting to strategic organizational projects. This role intertwines an understanding of accounting and financial principals with an candidate's desire to learn about sector and economic trends impacting the technology companies we work alongside. In joining our San Francisco team, this role will focus heavily on understanding and contributing withing the active debt processes – structuring, underwriting, and presenting to our credit team.

What We're Looking For

Involved in and eventually leading 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.
Able to contribute within deal processes – from the collection and review of diligence materials to the underwriting and internal presentation of credit packages to legal documentation.
Involved in the monitoring of a 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.

What You'll Bring

Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
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.
Microsoft Office with emphasis on Excel software proficiency.

Education & Experience

Minimum Required: Bachelor's Degree in finance, accounting or another business related field required.
Minimum Required: 1+ years' of commercial banking, investment banking, or private capital investing experience required.

Systems & Technology

Proficient in Microsoft Word, Excel, PowerPoint, Outlook

Compensation Range

Salary: USD $90,000.00/Yr. - USD $120,000.00/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.

Associate, Venture Lending & Banking- Project Finance