SVB - Vice President I, Sponsor Finance - Healthcare Services and Healthcare IT

CO Salary Range: USD 112,064.00 - 168,096.00 per year

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.

• Manage debt underwriting process (lead due diligence, prepare credit memo for internal approval, document negotiation, and loan closing process) for new platforms and follow-on transactions.
• Lead due diligence process including in-depth review and analysis of Company/Sponsor prepared diligence materials, historical financials, management presentations, CIMs, etc.; Review 3rd party materials including Quality of Earnings & Recurring Revenue Valuation Reports; Assist Associates with generating diligence request lists to drive underwriting process.
• Provide analysis and independent judgment to generate recommendations to Directors/MDs.
• Review detailed internal financial model prepared by Associates to ensure accuracy and understanding of Sponsor's financial projections, including downside scenarios.
• Oversee compilation of loan approval packages.
• Present opportunities to loan committee.

• Serve as primary point of contact and provide ongoing client support for assigned portfolio.
• Ensure timely and accurate reporting along with completion of all internal portfolio management reporting requirements and ad-hoc analysis.
• Coordinate with the appropriate internal personnel to provide clients with the entire SVB solution.
• Manage amendment/M&A processes for existing portfolio companies.
• Research and analyze information as directed, including updating and maintaining portfolio analytics and credit statistics

• Participate on calls with Sponsors and maintain active dialogue with management teams at portfolio companies.

• Strong understanding of financial accounting with deep financial modeling experience.
• Highly proficient at research and identifying trends and anomalies.
• Extremely adept at understanding and interpreting client requests.
• Highly organized with strong attention to detail.
• Proven ability to develop strong positive relationships with external clients and internal partners.
• Excellent communication skills, capable of explaining information in a clear and concise manner and adapting delivery depending on the audience.
• Professional, thorough, and organized with strong follow-up skills.
• Excels in a team environment and proactively collaborates with team members.
• Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements.
• Responds positively to constructive feedback.

• Proficient in Microsoft Excel, Word, and PowerPoint.
• Ability to effectively articulate, both verbally and in writing, reasoning in internal and external situations.

• Bachelor's degree with 4+ years of experience in either a leveraged finance, investment banking, or commercial finance role OR High School diploma or GEO with 8+ years of equivalent related experience.

• Strong credit analysis and accounting skills.
• MBA preferred but not required.
• Formal credit training program preferred.
• Experience with Healthcare Services and Healthcare IT clients.