Investment Management Vice President
4 weeks ago
Overview
At First Citizens Bank, we're seeking a seasoned professional to join our Investor Coverage and Business Development group in the Bay Area. As a trusted advisor, you'll play a key role in building a supportive ecosystem for the investor community and their portfolio companies.
Key Responsibilities
- Assist in managing an assigned client portfolio, supporting Directors and Managing Directors across the team.
- Support the VCRM team in managing a large national portfolio of investor and firm relationships, including investor meetings and portfolio review preparation.
- Develop unique events and programming to help clients succeed and enhance SVB's brand image as the leading bank for technology companies.
- Track and analyze key internal metrics, identifying top clients and prospects, predicting fundraising needs, and extracting industry trends.
Requirements
- Bachelor's degree with a minimum of 4 years of experience working in the tech ecosystem, consulting, or financial services.
- Knowledge of the venture industry, technology sectors, business models, and fundraising trends.
- Familiarity with the Fortune 500 landscape, including an understanding of corporate functions.
- High proficiency in Microsoft Office; Tableau preferred but not necessary.
What We Offer
Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined.
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