Stifel Financial Corp. · 2 days ago
Venture Banking Credit Analyst (Summer 2026 Start)
San Francisco, CA
Full-time
Onsite
Entry Level
$80K/yr - $100K/yr
1+ years expStifel Financial Corp. is a global wealth management and investment banking firm that emphasizes innovation and client success. The Venture Banking Credit Analyst will play a crucial role in origination, underwriting, and portfolio management, working directly with private investment funds.
BankingFinanceFinancial Services
Responsibilities
Assist in managing the deal process from origination and underwriting to execution
Collect and review diligence materials to prepare credit memorandums for presentation to the leadership team
Monitor an existing portfolio of borrowers to ensure compliance with loan covenants and report status up to the leadership team
Maintain in-depth knowledge to creatively evolve processes and procedures to enhance efficiency and scalability
Remain an active participant in the fund finance ecosystem to become an expert in banking and lending to private funds
Identify opportunities for process improvements
Qualification
Required
Bachelor's Degree in finance, accounting or another business related field
1-3 years' of commercial banking, investment banking, or private capital investing experience
Knowledge of how private closed-end funds operate and the multiple entities involved (limited partners, general partner, etc.)
Strong skills and experience in analyzing investments 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
Comfort in working directly with senior executives and investment Firms
Ability to work in an entrepreneurial culture with the desire to figure out how to solve problems and execute
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
Health, dental and vision care
401k
Wellness initiatives
Life insurance
Company
Stifel Financial Corp.
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.
5001-10000 employees
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 CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase