Assistant Vice President, Sponsor Finance Portfolio Manager

Stifel Financial - Southlake, TX

Full-time - Mid Level

Southlake, TX

5,001-10,000 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

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.

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.

Requirements

• 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.
• 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.

Nice-to-haves

• Proficient in Microsoft Excel, Word, PowerPoint and Outlook.

Benefits

• Health insurance
• Dental insurance
• Vision care
• 401k
• Wellness initiatives
• Life insurance
• Paid time off