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Assistant Vice President, Sponsor Finance

Stifel Financial Corp.
Dallas, Texas, United States
Closing date
Dec 4, 2023

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Job Role
Accounts Assistant
Contract Type
Full Time

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.

  • 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

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