Fund Banking Analyst

Job Description

Fund Banking Analyst | Stifel Financial Corp.

The Tone:
This is a full-time role at Stifel Financial Corp., likely located in St. Louis, MO, given the company’s headquarters and general operational structure for such roles. Stifel is a global wealth management and investment banking firm that prides itself on client and associate focus. This role is crucial for providing financial analysis and support for fund banking operations, directly contributing to the smooth functioning and strategic development of fund management activities.

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

• Team: Fund Banking team, supporting Venture Banking
• Mission: To provide essential financial analysis and support, ensuring efficient fund banking operations and aiding in the development of strategic financial approaches for fund management.
• Tech Stack: Microsoft 365, MS Excel (pivot tables, macros, lookup/index match)

What You’ll Actually Do
• Analyze: Provide financial analysis and support for fund banking operations by analyzing financial data and preparing detailed reports.
• Strategize: Assist in the development of financial strategies for fund management, working closely with fund managers, investment professionals, and other stakeholders.
• Monitor: Gather, organize, analyze, and monitor borrower data to determine performance and produce various reports for management.
• Evaluate: Assist in analyzing prospective credit decisions, including understanding a borrower’s past performance, assets, or investors.
• Process: Assist with various client requests related to their loans or deposit accounts, frequently processing loan advance requests, and performing ad-hoc reports for the Fund Banking or Venture Banking teams.

The Must-Haves
• Background: Bachelor’s Degree in finance, accounting, or another business-related field.
• Experience: Minimum 1+ years of full-time work experience, preferably in commercial banking, finance, accounting, investment banking, or alternative investments.
• Skills: Basic understanding of the venture capital / private equity ecosystem and how private investment funds are structured; strong skills in analyzing investment 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.
• Bonus: Ability to work on a small entrepreneurial team and passion for improving processes and solving problems without highly structured guidance; comfort in working directly with senior executives and investment firms.