Assistant Vice President, Sponsor Finance

Summary
The Assistant Vice President, Sponsor Finance will provide support to the Sponsored Finance Lenders with emphasis on financial analysis in determining the creditworthiness of a borrower. This position will have exposure to both private and public companies over a wide variety of industries, cash flow and other types of lending, and direct and syndicated loan opportunities.
Essential Duties & Responsibilities

• Maintain a portfolio of active customer names while supporting efforts to analyze new deal opportunities.
• Analyze business financial statements and create cash flow models to be utilized in support of new and existing syndication loans, renewal requests, and amendments.
• Develop diligence question lists and arrange calls with senior management at the Company or the Private Equity firm to address these issues.
• Prepares credit evaluation memorandums, annual and quarterly reviews, and accurate and timely risk ratings.
• Assist in the ongoing management and monitoring of a syndicated loan portfolio.
• Interface with Stifel's Investment Bank and/or Stifel Research when performing diligence on deals.
• Prepare quarterly trend analysis with situation updates and risk rating evaluations for assigned borrowers.
• Ensure that certain financial statements and compliance certificates are up to date.
• Communicate all pricing changes to Loan Operations and ensure that all aspects of the Loan Agreement are being effectively administered.
• Manage ongoing communication with Company management and/or the Sponsor to address any issues identified.
• Maintain in-depth knowledge of the soundness of borrowers and collateral through financial research including evaluating financial statements and analyzing third party data.
• Assist in preparation of monthly Bank Board of Directors reports providing a summary of syndication relationships.

Qualifications

• Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
• Advanced knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
• Strong ability to use critical thinking to identify the strengths and weaknesses of a prospective deal. Through the diligence process, this person should be able to adequately mitigate the identified weaknesses.
• Ability to use logic and reasoning to identify alternative solutions, conclusions or approaches to problems.
• Proficient in Microsoft Outlook and Microsoft Suite including Word and Excel.
• Ability to lead conversations with management teams and/or the Private Equity firms that the Group deals with to ensure that our analysis of key points is complete

Education & Experience

• Bachelor's Degree in finance, accounting or another business-related field required or equivalent work experience.
• 2+ years' of credit analyst work, preferably in Sponsor Finance, Investment Banking required.

Systems & Technology

• Proficient in Microsoft Excel, Word, and Outlook

About Stifel
Stifel is a 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 affirmative action and 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 posters: Know Your Rights and Pay Transparency.
Stifel is an Equal Opportunity Employer.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)