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Assistant Vice President, Sponsor Finance Portfolio Manager

2 months ago

Southlake, United States Stifel Financial Full time
Summary

The Assistant Vice President, Sponsor Finance Portfolio Manager will support senior lenders within the Sponsor Finance Group, emphasizing portfolio management and new transactions. This includes but is not limited to, in-depth financial and qualitative analysis in determining a borrower's creditworthiness. This position will have exposure to private and possibly public companies across various industries. Senior loans will be transacted on a lead agent and participation basis and, occasionally, as a function of a broadly syndicated process that Stifel is arranging. In addition to new transaction and portfolio management support, this role will also play a key role in the ongoing development of junior personnel and, in certain situations, provide support with origination and client relationship management.

Essential Duties & Responsibilities

  • Maintain a portfolio of active borrowers and support analyzing new deal opportunities.
  • Analyze business financial statements and create LBO cash flow models to support new and existing loans, renewal requests, and amendments.
  • Develop diligence question lists and coordinate calls with senior management and private equity clients to address these issues.
  • Evaluation of third-party diligence reports.
  • Support the negotiation and legal documentation of transactions.
  • Help lead new transaction fundings/closings efforts, working closely with counterparties, attorneys, and Loan Operations.
  • Prepare credit evaluation memorandums, annual and quarterly reviews, and accurate and timely risk ratings.
  • Interface with Stifel's Investment Bank and/or Stifel Research when performing diligence on deals.
  • Regularly interface with private equity clients and c-suite managers at the borrower level.
  • 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 effectively administered.
  • Maintain in-depth knowledge of the soundness of borrowers and industry trends.
  • Assist in preparing monthly Bank Board of Directors reports, detailing and summarizing portfolio trends and key analytics.
  • Assist senior relationship managers in maintaining key relationships and take the initiative to build personal relationships with other deal professionals or targeted private equity clients, as deemed appropriate.
Qualifications
  • Understand and comply with regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
  • Advanced knowledge of the economy, 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.
  • Adequately mitigate the identified weaknesses through the diligence process.
  • Ability to use logic and reasoning to identify alternative solutions and find acceptable resolutions.
  • Ability to lead conversations with management teams and/or private equity firms.
  • Strong interpersonal skills that can serve to develop new relationships with targeted clients.
  • Ability to effectively communicate and work well alongside team members and senior management.
Education & Experience
  • Bachelor's Degree in finance, accounting, or another business-related field or equivalent work experience is required.
  • 3+ years of credit analyst work, Sponsor Finance or Investment Banking required.
Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint 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.

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)