About this role:

Wells Fargo is seeking an Investment Banking Program Analyst to support the Fund Finance Group within Corporate & Investment Banking.  Learn more about our career areas and lines of business at wellsfargojobs.com.

Fund Finance

The Fund Finance team provides fund-level financing to private equity funds and other asset managers through structured credit facilities. Fund Finance is part of the Corporate and Investment Bank (CIB). Team members support our focus on building strong customer relationships balanced with a strong risk mitigation and compliance-driven culture that firmly establishes those disciplines as critical to the success of our customers and company. 

The Analyst level role is available on the Underwriting and Execution team within Fund Finance:

Underwriting and Execution

U&E is responsible for originating, underwriting, and executing subscription facilities.  Daily responsibilities include preparing borrowing base calculations, writing credit memos, and liaising with internal and external transaction intermediaries throughout the underwriting, booking, and closing process.

In this role, you will:

Create detailed financial models to analyze capital strategies for clients

Prepare marketing documents, including pitch materials and term sheets

Conduct extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction

Support senior bankers in their relationship management responsibilities, including interaction with current and prospective clients

Participate in all aspects of deal coordination, including conducting due diligence efforts, drafting and reviewing materials and liaising with potential buyers, other advisors and team members

Required Qualifications:

6+ months of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

6+ months of capital markets experience

Ability to work effectively, as well as independently, in a team environment

Strong financial modeling skills

Strong organizational, multi-tasking, and prioritizing skills

Excellent verbal, written, and interpersonal communication skills

Strong analytical skills with high attention to detail and accuracy

Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance

Experience in investment banking

Professional experience through internships, part-time or full-time work, and/or extracurricular activities  

Dedication to building a career in Investment Banking

Ability to work collaboratively in a demanding, highly focused, deadline driven, fast paced team environment, with a sense of personal accountability and urgency for achieving results

Job Expectations:

Registration FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

Ability to travel up to 5%

Willingness to work 55-70+ hours per week, depending on workload

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.