Fund Banking Analyst

Job Description

Fund Banking Analyst | Stifel Financial Corp.

The Tone:
This is a full-time role at Stifel Financial Corp., a global wealth management and investment banking firm over 130 years old. Stifel operates with an entrepreneurial spirit, prioritizing clients and associates through a culture of belonging and contribution. This role is vital for supporting fund banking operations, directly contributing to the firm’s success by providing critical financial analysis and strategic support to fund managers and investment professionals.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, St. Louis, MO

• Team: Fund Banking, collaborating with Venture Banking
• Mission: Provide financial analysis and support for fund banking operations, ensuring the smooth execution of fund banking activities and strategic development.
• Tech Stack: Microsoft 365, MS Excel (pivot tables, macros, lookup/index match)

What You’ll Actually Do
• Financial Analysis: Provide detailed financial analysis and support specifically for fund banking operations, analyzing complex financial data to inform decisions and ensure smooth activity.
• Reporting & Strategy: Prepare comprehensive financial reports and actively assist in developing robust financial strategies tailored for effective fund management.
• Data Monitoring & Credit Review: Gather, organize, analyze, and continuously monitor borrower data to assess performance, producing various essential reports for management and assisting in analyzing prospective credit decisions by understanding borrower history, assets, or investors.
• Client & Loan Support: Address diverse client requests related to their loans or deposit accounts, processing frequent loan advance requests and liaising effectively with other organizational members.
• Ad-Hoc Support: Execute various ad-hoc requests and generate reports for both the Fund Banking and Venture Banking teams, providing responsive support as needed.

The Must-Haves
• Background: Bachelor’s Degree in finance, accounting, or another business-related field.
• Experience: Minimum of 1+ years of full-time work experience, preferably gained in commercial banking, finance, accounting, investment banking, or alternative investments.
• Skills: Strong analytical capabilities, keen attention to detail, comprehensive knowledge of financial markets, understanding of the venture capital / private equity ecosystem and fund structures, and strong MS Excel proficiency.
• Bonus: Ability to work effectively within a small entrepreneurial team, a passion for improving processes and solving problems without highly structured guidance, and comfort in direct communication with senior executives and investment firms.