Associate I, SVB Startup Banking

Company: CTI Education Group
Location: Boston
Posted on: February 25, 2021

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.
Job Description - Associate I, SVB Startup Banking (8463) Associate I, SVB Startup Banking - ( 8463 ) Job Description 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 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
• 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
  • 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 In addition to your CV/resume please also attach a paragraph summary around one local startup that you find interesting and why. Primary Location Work Locations : State St. 275 Grove Street Suite 2-200 Newton 02466 Job : Banking Commercial Full-time Travel : Yes, 10 % of the Time Job Posting : Feb 17, 2021, 7:19:55 PM n For more than 30 years, SVB Financial Group (NASDAQ: SIVB) and its subsidiaries have helped innovative companies and their investors move bold ideas forward, fast. SVB Financial Group serves companies in technology-related, life science and healthcare, venture capital and private equity, and premium wine industries. Along with commercial, investment, international and private banking services provided by Silicon Valley Bank, the company offers funds management, business valuation services, broker-dealer transactions, asset management and private wealth management. Headquartered in Santa Clara, Calif., SVB Financial Group operates in centers of innovation in the U.S. and around the world. Learn more at www.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-- 2019 SVB Financial Group. All rights reserved. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron device are trademarks of SVB Financial Group, used under license. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB).Silicon Valley Bank is registered in England and Wales at Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, UK under No. FC029579. Silicon Valley Bank is authorised and regulated by the California Department of Business Oversight and the United States Federal Reserve Bank; authorised by the Prudential Regulation Authority with number 577295; and subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request.
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Keywords: CTI Education Group, Boston , Associate I, SVB Startup Banking, Accounting, Auditing , Boston, Massachusetts