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
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
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