Portfolio Management Associate Jobs in Raleigh, NC

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.

In joining Stifel’s Venture Banking Team, a Senior Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A Senior Vice President should feel confident in leveraging the resources spanning Stifel’s banking & broader corporate platform to both lead debt processes and deliver a curated banking experience to entrepreneurs and their businesses. This dynamic role requires engaging with senior leaders inside and outside of the organization to understand technology and capital trends and how they impact the companies we work to support. The ideal candidate will have experience working with venture backed technology companies, the ability and network to develop strong relationships, and be a trusted advisor to technology companies and their investors.

• Maintain a portfolio of technology company clients, which includes ongoing portfolio management responsibilities and effectively deploying Stifel platform resources to support clients.
• Able to effectively drive deal processes, including loan underwriting, loan documentation and the loan closing process.
• Maintain in-depth knowledge of the venture capital ecosystem and firm products and services.
• Recognizes and pursues opportunities to create and strengthen relationships with key stakeholders within the innovation ecosystem, including venture capitalists, founders and executives, and industry advisors.

• Advanced knowledge in venture lending, underwriting, and portfolio management.
• Knowledge of economic and accounting principles and practices, the financial markets, venture 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.
• Excellent communication and interpersonal skills; able to build strong relationships with clients and internal teams.
• Proactive, detail-oriented, and able to thrive in a fast-paced environment with multiple priorities.
• Strong team leadership skills to help coach, develop and retain team members.

• Minimum Required: Bachelor's Degree in finance, accounting or equivalent experience.
• Minimum Required: 7+ years of venture banking, commercial banking, investment banking, or private capital investing experience required.

• Proficient in Microsoft Word, Excel, PowerPoint, Outlook

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.