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StifelPosted 7 months ago

Managing Director, Venture Lending

$225,000–$225,000 year

On-siteNew York City, New York, United States or New York, United States

Full TimeSenior LevelBachelors DegreeLarge

Job Summary

Lead efforts to support venture-backed companies across all financial services needs by sourcing new debt and banking opportunities, structuring solutions, and managing a client portfolio in the technology and life sciences sectors. Establish relationships with VC founders, investors, and advisors to drive deal flow, while actively participating in industry events to build the Stifel Venture Banking brand. Oversee team deal processes including underwriting, documentation, and closing, and recruit, manage, and lead a team of venture banking professionals. Collaborate with bank leadership to develop new products and identify cross-platform opportunities.

Required Qualifications

  • Bachelor's Degree in finance, business, accounting, economics or related field
  • 10+ years' of related experience
  • Advanced knowledge in venture lending/structuring, underwriting, and portfolio management
  • Strong team leadership skills to help coach, develop and retain team members
  • Effectively communicate (written and oral) with clients, prospects, and executive management
  • Understanding and interest in technology trends, key metrics, and capital markets impacting the innovation ecosystem
  • Strong business acumen with ability to work collaboratively and cross functionally
  • Proactive, detail-oriented, and able to thrive in a fast-paced environment with multiple priorities
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Desired Qualifications

  • Experience managing a team and portfolio of venture backed companies
  • Ability and network to build and grow strong relationships in market
  • Establish and maintain relationships with venture capital backed founders and executives, as well, with investors and industry advisors to drive deal flow and meet business objectives
  • Active in market at industry events and building the Stifel Venture Banking brand
  • Responsibility for team's deal processes, including structuring, loan underwriting, loan documentation and the loan closing process
  • Responsibility for a portfolio of venture backed clients, which includes ongoing portfolio management responsibilities and effectively deploying Stifel platform resources to support clients
  • Effectively recruit, manage, and lead a team of venture banking professionals
  • Maintain in-depth knowledge of the venture capital industry and Stifel's products and services
  • Collaborate with the leadership team of the bank to develop new products and best position the Stifel platform in market
  • Develop strong understanding of broader Stifel platform (including Investment Bank, Wealth Management, etc.) and identify and drive opportunities across the platform

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