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Chief Investment Officer (CIO) - Office of the Treasurer & Tax Collector (0953)
San Francisco, California, United States · On-site
$201k–$296k/yr
Senior+
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$80k–$100k/yr
Full-time
bachelor degree
Health insurance, Dental insurance, Vision insurance, Prescription insurance, Stifel Total Health Connect, Flexible spending accounts
Posted 1d ago
Apply by Sep 15
~40 hrs/week
Responsibilities
The Credit Analyst will support the origination, underwriting, and execution of lending deals for private investment funds. They will also monitor existing borrower portfolios to ensure compliance with loan covenants and prepare credit memorandums for leadership.
Requirements
Candidates must hold a bachelor's degree in finance, accounting, or a related business field. A minimum of one year of experience in commercial banking, investment banking, or private capital investing is required.
Full job description
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Venture Banking Credit Analyst will be an integral part of origination, underwriting, and portfolio management. This position will be responsible for banking and lending directly to private investment funds across several asset classes. The Credit Analyst will have exposure to many different business units while creating a differentiated market strategy. This position is a full-time, regular opportunity with an anticipated start date in Summer 2027.
What We're Looking For
Assist in managing the deal process from origination and underwriting to execution.
Collect and review diligence materials to prepare credit memorandums for presentation to the leadership team.
Monitor an existing portfolio of borrowers to ensure compliance with loan covenants and report status up to the leadership team.
Maintain in-depth knowledge to creatively evolve processes and procedures to enhance efficiency and scalability.
Remain an active participant in the fund finance ecosystem to become an expert in banking and lending to private funds.
Identify opportunities for process improvements.
What You'll Bring
Knowledge of how private closed-end funds operate and the multiple entities involved (limited partners, general partner, etc.).
Strong skills and experience in analyzing investments funds and their underlying objectives.
Knowledge of key financial principles.
Strong ability to produce high quality work products independently and as part of a collegial team.
Comfort in working directly with senior executives and investment Firms.
Ability to work in an entrepreneurial culture with the desire to figure out how to solve problems and execute.
Education & Experience
Minimum Required: Bachelor's Degree in finance, accounting or another business related field.
Minimum Required: 1+ years' of commercial banking, investment banking, or private capital investing experience.
Licenses & Credentials
Minimum Required: None
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Compensation Range
Salary: USD $80,000.00/Yr. - USD $100,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
About Stifel
Stifel is 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 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 information: Know Your Rights.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023, 2024, and 2025 Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*.
Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies.
*Based on the results of the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study℠. For J.D. Power 2025 award information, visit jdpower.com/awards. Compensation provided for using, bot obtaining the award.
Offices: 501 N. Broadway, St. Louis, MO 63102, US
Wealth ManagementEquity and Debt OfferingsInvestment BankingStrategic Advisory ServicesEquity and Fixed Income SalesTrading and ResearchPrivate Placementsand Public FinanceWealth ManagementFinance
Frequently asked questions
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