SVB Associate II, Sponsor Finance - Technology
Santa Monica, CA 
Posted 1 day ago
Job Description

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.

SVB: 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.


Primary responsibilities include underwriting and executing new transactions as well as portfolio management. The team provides creative leveraged capital solutions to private equity clients in support of their investments in the technology sector.

Essential Functions


  • 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.

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.

Required Skills

  • 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.


  • Intuitiveness
  • Analytical Ability/Fluency with Numbers
  • Critical thinking
  • Time management
  • Prioritization
  • Driven/Self-Motivated
  • Collaborative
  • Accountability

The base pay for this position is relative to your experience but the range is generally $94,760.00 to $142,140.00 per year. First Citizens offers a competitive benefits program which you can review here:


Basic Requirements
* 1+years of related experience. Strong credit analysis and accounting skills.
* Bachelor's degree or (HS Diploma or GED with 4 years of relevant experience).

Preferred Qualifications
* 1+ or more years' experience in either a leveraged finance, investment banking, or commercial finance role.
* Bachelor's degree or equivalent required. Formal credit training program preferred.

We are an Equal Opportunity Employer and do not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.


Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
1+ years
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