Fund Banking Intern- Summer 2025 Job Listing at Stifel in Irvine, CA (Job ID 7155)

Description

The Fund Banking Internship offers hands-on exposure to commercial banking and alternative investment funds within a small, collaborative team. As a Fund Banking Intern, you will contribute to portfolio management, underwriting, and administration.

• Portfolio Management – Gather, organize, analyze, and monitor borrower data to determine performance and produce various reports for management
• Underwriting – Assist in the analysis of prospective credit decisions, which will include an understanding of a Borrower's past performance, assets, or investors
• Client Service – Assist with various client requests related to their loans or deposit accounts while liaising with other members of the organization as needed. This will include frequent processing of loan advance requests.
• Administrative Tasks – Perform ad-hoc requests and reports for members of the Fund Banking or Venture Banking teams

• Strong interest in investment management.
• Basic understanding of financial principles.
• Proficiency in MS Word and Excel.
• Ability to work in a team and eagerness to learn.
• Strong communication skills.

• Minimum Required: High School Diploma or equivalent. Pursuing Bachelor's Degree in Business Administration or related filed

• Pursuing a degree in finance, accounting, or a related business field. Junior standing preferred.

• Proficient in Microsoft Word and Excel.

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.

Stifel is an Equal Opportunity Employer.