Investment Management Vice President

4 weeks ago


San Francisco, California, United States First Citizens Bank Full time

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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