Job Details


The Venture Banking Associate will have exposure primarily to the venture community (investors and growing privately held businesses) over a wide variety of end-markets and stages.  Over time, the VBA is expected to transition to direct management of a portfolio of commercial loans and relationships.  This is a great opportunity to develop your relationship building skills with both companies and investors.


  • Begin to develop relationships with clients, prospects, and the innovation ecosystem.
  • Aid in the preparation of credit evaluation memorandums, financial models and prepare ongoing annual reviews of borrowers including but not limited to: financial statement analysis, borrower profile, industry and capital markets trends, critical risks and loan approval rationale.
  • Prepare quarterly trend analysis with situation updates and risk rating evaluations for assigned borrowers.
  • Ensure that certain financial statements and compliance certificates are up-to-date; maintain in-depth knowledge of the soundness of borrowers and collateral.
  • Other responsibilities as assigned, including but not limited to: facilitating training for new venture banking team members, participating in team credit decisions, and communicating with prospects and partners to facilitate loan closings.


  • Minimum Required:    Bachelor’s degree in finance, accounting, economics or another business-related field.
  • Minimum Required:    2 years’ related experience in related fields (venture banking, investment banking, consulting or similar)
  • Critical Thinking — Use of logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Writing — Effective communication in writing as appropriate for the needs of the audience.
  • Microsoft Office with emphasis on Excel software proficiency.
  • Candidate backgrounds that have been successful transitioning to Venture Banking roles include investment banking, venture capital/private equity analyst, commercial banking and leveraged finance.

To apply for this job please visit recruiting2.ultipro.com.

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