SVB - Commercial Banking Associate II Sponsor Finance

Overview

Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition 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. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

• 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 & Recurring Revenue 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.

• 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.

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

• Highly proficient at researching information and identifying trends and anomalies.
• Extremely adept at understanding and interpreting requests.
• 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.

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