Demo

Senior Vice President, Fund Banking

Stifel
Irvine, CA Full Time
POSTED ON 2/25/2025
AVAILABLE BEFORE 5/16/2025

Stifel Bank is seeking a high caliber Senior Vice President to join our Fund Banking team. The Fund Banking group provides commercial banking services to private investment funds. This includes funds investing across all alternative asset classes but with a specific focus on venture capital, growth equity, and lower middle market private equity. Products and services include capital call / subscription lines of credit, management company / GP lending, treasury management, and other banking services.

This position offers a unique opportunity to gain hands-on exposure in both commercial banking and private equity industry within a small tight-knit team. The Senior Vice President will be an integral part of business development, portfolio management, underwriting, and administration of the group working closely with the Head of West Coast Fund Banking. Situationally, the position is also expected to perform certain tasks for the Venture Banking team, which works closely with Fund Banking. The location of the position is flexible but would ideally be based in a city with ample VC / PE funds, ideally LA.

What We're Looking For

  • Develop, originate and maintain relationships with VC, Growth Equity, and Middle Market Buyout Firms working in close coordination with the Head of West Coast Fund Banking.
  • Partner with the Head of West Coast Fund Banking, Analysts and Risk Management to proactively manage and maintain desired credit quality of the portfolio. Strong underwriting and deal structuring skills are critical. Deal underwriting will be a major component of the role.
  • Collaborate with the Fund Banking team and Group Head to develop new products and strategies to meet the banking needs of clients.
  • Maintain in-depth knowledge of the Technology and Healthcare industries, Fund Banking community, and Stifel's broad product offerings.

What You'll Bring

  • Advanced knowledge of VC / PE ecosystem and Fund Banking offerings.
  • Ability to identify the strengths and weaknesses of fund clients and prospects.
  • Ability to underwrite capital call lines of credit, and management companies. GP lending experience preferred.
  • Education & Experience

  • Minimum Required : Bachelor's Degree in finance, accounting or equivalent experience.
  • Minimum Required : 3 years' related experience required in corporate / commercial lending, debt capital markets, finance or accounting. 5 years of experience and experience in credit analysis and credit portfolio management preferred
  • Prior experience managing a portfolio of Fund Banking relationships at a previous financial institution strongly preferred.
  • Credit Training (Moody's or other) preferred.
  • Systems & Technology

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