Director/Managing Director, Fund Banking (Fund Finance) jobs in United States
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Stifel Financial Corp. · 6 hours ago

Director/Managing Director, Fund Banking (Fund Finance)

Stifel Financial Corp. is a global wealth management and investment banking firm focused on innovation and client success. They are seeking a Director/Managing Director to lead business development in Fund Banking, primarily engaging with venture capital and private equity firms in the New York City area.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Originate, develop, and maintain Fund Banking / Fund Finance business independently, primarily out of New York City
Develop and maintain a network of venture capital and private equity firms. A high level of business development activity and relationship building will be expected. Strong presence in New York City is required
Negotiate and structure Fund Banking / Fund Finance credit facilities from the ground up. Most facilities will be bilateral capital call (subscription) credit facilities with credit situational facilities to management companies and general partners
Partner and cross-sell with peer departments at Stifel (Venture Banking, Investment Banking, Commercial Lending, Fixed Income, and Private Client) to identify and generate opportunities
Assist in the management and coaching of new Fund Banking team members
Partner with Stifel portfolio managers, analysts and risk management to proactively manage and maintain desired credit quality. Strong underwriting and deal structuring skills are critical
Maintain in-depth knowledge of the venture capital and fund finance ecosystems along with Stifel’s broad offering of products

Qualification

Fund Banking experienceBusiness developmentRelationship managementCredit facility structuringVenture capital knowledgeMicrosoft Office proficiencyTeam leadershipCoaching skillsOutgoing personalityEffective communication

Required

Direct experience in a business development role engaging with venture capital and private equity funds, with a preference towards a venture capital funds specifically
Knowledge of structuring and managing Fund Finance credit facilities
Knowledge of treasury management and depository needs of venture capital/private equity firms and their fund administrators
Exposure and pre-existing relationships within the venture capital and private equity ecosystem
Effective communication skills to properly interact with prospective clients, including senior partners at venture capital/private equity firms
Experience managing effective teams. Strong team leadership skills with experience recruiting, coaching and developing talent pipeline
Outgoing and confident personality with the ability to attend many in-person industry events within the venture capital/private equity ecosystem ecosystem
Minimum Required: Bachelor's degree in Finance or related field
Minimum Required: 10+ years of relevant experience required, 13+ years' relevant experience preferred
Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Benefits

Discretionary bonuses
Health / dental / vision / prescription insurance offerings
Stifel Total Health Connect
Flexible spending accounts
Tuition & certification assistance programs
Paid time off
Comprehensive benefits package to include health, dental and vision care
401k
Wellness initiatives
Life insurance

Company

Stifel Financial Corp.

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Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.

H1B Sponsorship

Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)

Funding

Current Stage
Public Company
Total Funding
unknown
1993-01-08IPO

Leadership Team

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Ronald Kruszewski
Chairman and CEO
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Anne Perlman
Managing Director, Investment Banking - Stifel
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Company data provided by crunchbase