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Associate - Portfolio Management

Miami
Full-Time
Posted on 
August 29, 2021
👉  Don't forget to mention Startup & VC in your application!

Job Description

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 30+ 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.

For over 35 years, SVB has helped innovators and their investors move bold ideas forward fast. Today, we provide a range of banking services to companies of all sizes in innovation centers around the world. We are proud that the majority of funds and venture-backed companies globally are clients of SVB.  

SVB Startup Banking - Portfolio Management - Associate

SVB Startup Banking is focused on building deep and authentic relationships with early-stage founders, investors, and ecosystem partners to improve their probability of success. Our team is curious, bright, and diverse in professional and personal background made up of former operators at early and growth stage startups, VC’s, consultants, attorneys, and everywhere in between.   

The Associate role is responsible for assisting with the management of an assigned client portfolio supporting the VPs, Directors and Managing Directors.  

  • Develop strong relationships with key clients and stakeholders in the Miami Market.
  • Analyze and manage internal and external data sources to identify top clients and prospects, potential cross-sell opportunities, predict fundraising needs, and extract industry trends  
  • Facilitate new client onboarding journey though client service
  • Help support client engagement and outreach
  • Monitor and track portfolio health related to compliance and credit risk
  • Increase customer satisfaction (NPS) across portfolio

You will gain a deep understanding of SVB’s platform, products & services to best execute on deriving value to our clients.  

Qualifications

  • 0-2+ years of related experience
  • Bilingual English/Spanish Preferred
  • Must reside in the Miami area or willing to relocate.
  • Candidate should have a strong interest in the innovation / tech community and desire to understand market dynamics, trends and investor relationships.  
  • Strong relationship management skills
  • Ability to prioritize tasks with effective time management in a fast-paced environment  
  • Able to work in a team environment and comfortable working independently  
  • Analytical and comfortable making data-informed decisions
  • Knowledge of banking products and operations, along with technology sector experience (Fintech, Consumer, Enterprise, Hardware) is a bonus.

For more than 35 years, SVB Financial Group (NASDAQ: SIVB) and its subsidiaries have helped innovative companies and their investors move bold ideas forward, fast. SVB Financial Group's businesses, including Silicon Valley Bank, offer commercial and private banking, asset management, private wealth management, brokerage and investment services and funds management services to companies in the technology, life science and healthcare, private equity and venture capital, and premium wine industries. Headquartered in Santa Clara, California, SVB Financial Group operates in centers of innovation around the world. Learn more at svb.com.

SVB Financial Group is an equal opportunity employer.

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.


👉 Don't forget to mention Startup & VC in your application!
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