SVB - Relationship Manager II Sponsor Finance jobs in United States
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Silicon Valley Bank · 1 day ago

SVB - Relationship Manager II Sponsor Finance

Silicon Valley Bank, a division of First Citizens Bank, specializes in providing banking services to innovative companies and investors. The Relationship Manager II will focus on underwriting, executing, and managing debt transactions while supporting private equity investments in the technology sector.

BankingFinanceFinancial Services
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

Underwriting, executing, monitoring, and negotiating transactions with a secondary focus on sponsor coverage
Debt process management - manage leveraged transaction processes from new opportunity introduction from Director/MD to loan closing
Due Diligence - review target company and sponsor provided materials including historical financials, management presentations, CIMs, etc.; review 3rd party materials including Quality of Earnings Reports; assist associates with generating diligence request lists to cover questions arising from review of materials while identifying gaps in provided information
Credit Memorandums - create credit memorandums to drive credit approval for new opportunities
Financial Modeling - review financial models from associates to ensure accuracy with financial sponsor projections
Present new opportunities to loan committee
Prepare loan packages for approvals including utilization of existing bank systems
Utilizes analysis and independent judgment to generate recommendations to Directors/MDs
Act as primary liaison for portfolio companies
Coordinate with the appropriate internal personnel for banking product opportunities
Work with associates to ensure timely and accurate reporting from portfolio companies
Manage any amendment/M&A processes for portfolio companies
Researches and analyzes information as directed including updating and maintaining portfolio analytics and credit statistics

Qualification

Credit analysisFinancial modelingUnderwritingDebt process managementRelationship managementResearch skillsCommunication skillsOrganizational skills

Required

Bachelor's degree and 4 years of strong credit analysis and accounting skills or HS Diploma or GED with 8 years of strong credit analysis and accounting skills

Preferred

6 or more years' experience in either a leveraged finance, investment banking, or commercial finance role
Formal credit training program preferred

Benefits

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.

Company

Silicon Valley Bank

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Silicon Valley Bank offers business banking, lending, payments, venture debt, liquidity management, and global fund banking sloutions.

H1B Sponsorship

Silicon Valley Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (42)
2022 (126)
2021 (138)
2020 (98)

Funding

Current Stage
Late Stage
Total Funding
unknown
2023-03-27Acquired

Leadership Team

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Shane Ballew
Vice President
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Alexander Addario
Director of Fin-tech
Company data provided by crunchbase