BE PART OF A BANK LIKE NO OTHER.

When you work with the world's most innovative companies, you know you're making a difference.

Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work.

They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business.

Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive organization. And we work diligently to encourage all with different ways of thinking, different ways of working, and especially those traditionally underrepresented in technology and financial services, to apply.

JOB DESCRIPTION:

Primary responsibilities include portfolio management, underwriting, and executing new transactions with a secondary focus on sponsor coverage. The team provides creative leveraged capital solutions to private equity clients in support of their investments in the technology sector.

LOCATION

• This position is a hybrid of remote work and in-office (2-3x+ per week) at SVB’s Boston location.

ESSENTIAL FUNCTIONS

UNDERWRITING

• Financial Modeling - generates projection models based on financial sponsor or internal assumptions with substantial analysis of historical financials.

• Due Diligence - review target company and sponsor provided materials including historical financials, management presentations, CIMs, etc.; review 3rd party materials including Quality of Earnings & Market Reports; generate diligence request lists to cover questions arising from review of materials while identifying gaps in provided information.

• Prepare loan packages for approvals including utilization of SVB’s systems.

• Utilizes analysis and independent judgment to generate recommendations to VP/Directors.

• Assist with driving internal deal approval process alongside VP/Director.

PORTFOLIO MANAGEMENT

• Ensure timely and accurate reporting from portfolio companies.

• Manage/create credit files for internal compliance, Fed reviews, and internal reporting.

• Prepare documents and presentations for quarterly portfolio reviews and ad hoc internal reviews.

• Research and analyze information as directed including updating and maintaining portfolio analytics and credit statistics.

EXTERNAL RESPONSIBILITIES

• Participate on calls with Sponsor and management teams at portfolio companies.

PREFERRED EDUCATION AND EXPERIENCE

• 1-2+ years’ experience in either a leveraged finance, investment banking, or corporate finance role.

• Bachelor’s degree or equivalent required. Formal credit training program preferred.

• Strong understanding of financial accounting with financial modeling experience.

• Highly organized with strong attention to detail.

• Highly skilled at developing strong, positive relationships with external clients and internal partners.

• Excellent communication skills capable of explaining information in a clear and concise manner while adapting delivery depending on the audience and influencing decisions in the best interest of the client.

• Professional, thorough, and organized with strong follow-up skills.

• Excels in a team environment and very proactive in responding to clients.

• Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements.

• Responds positively and quickly to constructive feedback.

• Highly proficient at researching information and identifying trends and anomalies.

• Extremely adept at understanding and interpreting requests.

BASE PAY:

$94,760.00 - $142,140.00

Actual starting base pay will be determined on skills, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, benefits, and/or other perks, as outlined in any formal offer made.

SVB benefit programs are designed to meet our employees where they are in life. SVBers may enroll in core benefits programs, plus take advantage of customized perks and offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here.

© 2023 SVB Financial Group. All rights reserved. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron device are trademarks of SVB Financial Group, used under license. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB ).

EQUAL EMPLOYMENT OPPORTUNITY

Silicon Valley Bank is an equal opportunity employer and is dedicated to expanding its commitments and investments to create a more diverse, equitable and inclusive company culture and innovation ecosystem. We are strongly committed to the values and policy of equal employment opportunity across our employment practices.

Silicon Valley Bank UK Limited is registered in England and Wales at Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, UK (Company Number 12546585). Silicon Valley Bank UK Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority (Firm Reference Number 543146). Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request.

Together, First Citizens and Silicon Valley Bank offer you the strength and stability of a diversified financial institution with over 125 years of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts.