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Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes but with a specific lean towards venture capital and growth equity funds. In this role, you will be focused on building new Fund Banking / Fund Finance business with venture capital and private equity firms and being the senior relationship manager to those firms. Partner and cross-sell with peer departments at Stifel (Venture Banking, Investment Banking, Commercial Lending, Fixed Income, and Private Client) to identify and generate opportunities. Knowledge of treasury management and depository needs of venture capital/private equity firms and their fund administrators.. Outgoing and confident personality with the ability to attend many in-person industry events within the venture capital/private equity ecosystem ecosystem
As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight to the accounting, reporting and financial statements for alternative investment products in multiple jurisdictions working in collaboration with third party service providers and internal stakeholders.. Collaborate with internal teams (i.e. tax, investor relations and middle office). 4+ years' experience in private equity and/or hedge fund accounting experience. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
Partner proactively with Relationship Managers, Capital Markets Originators (CMOs) and Regional Management in Commercial and Corporate Banking (TCCB) to meet client and prospect needs and drive revenue by originating, executing and advising on corporate finance activity, with a focus on debt solutions to larger Commercial and Middle Market clients to primarily support acquisition, dividend, recap, buy out and ESOP financings as well as other complex capital solutions.. Work closely with teammates in Sponsor Coverage, Syndicated & Leveraged Finance, Investment Banking, M&A, Financial Risk Management and Business Transition Advisory Group/Wealth to drive revenue and advisory opportunities for each partnership and add value to the client relationships.. Confidence to interact, connect, and win new business with C-Suites, board of directors, business owners and private equity owned companies.. Understanding of the financial services industry leveraged finance and lending. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
Our client is a prestigious, hedge fund based in New York, NY. The firm is seeking a highly organized Executive Assistant to provide seamless support to a senior executive.. 3+ years of experience as an Executive Assistant, preferably in financial services, hedge fund, private equity, or a similarly fast-paced industry. IndustriesInvestment Management, Investment Banking, and Venture Capital and Private Equity Principals. Vice President – Finance and Banking Operations AuditorVice President, CUSO Treasury Operations. Business Manager - Aladdin COO, Vice President
Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes but with a specific lean towards venture capital and growth equity funds.. In this role, you will be focused on building new Fund Banking / Fund Finance business with venture capital and private equity firms and being the senior relationship manager to those firms.. Partner and cross-sell with peer departments at Stifel (Venture Banking, Investment Banking, Commercial Lending, Fixed Income, and Private Client) to identify and generate opportunities.. Knowledge of treasury management and depository needs of venture capital/private equity firms and their fund administrators. Outgoing and confident personality with the ability to attend many in-person industry events within the venture capital/private equity ecosystem ecosystem
We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions.. The Technology sector has long been an area of focus for the firm (investment banking, equity research, sales and trading).. This is a rare chance to join a high-performing platform with the support, reputation, and resources of a top-tier investment bank, but with the entrepreneurial freedom to drive your own strategy, build your own book, and scale your practice in a space that's defining the next decade of innovation.. Be a Trusted Advisor – Provide senior-level advisory to boards, C-suites, and founders on complex corporate finance, capital markets, and strategic matters. FINRA Series 79 required (Series 63 and 24 a plus)
The Associate will play a key role in the execution of capital raising (debt and equity) and strategic advisory services for public and private real estate clients, including REITs, developers, and private equity sponsors.. Develop and manage dynamic financial models and scenario analysis using Excel and ARGUS. Review documents (loan documentation, leases, appraisals, etc.). 3-5 years of experience in investment banking, private equity, or a related financial field. Chatham Financial is the largest independent financial risk management advisory and technology firm.