NEW YORK, NY, 10176, USA
1 day ago
Investment Banking Program Analyst – Fund Finance Loan Syndications
**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 role is available specifically on the Loan Syndications team within the Fund Finance Group. **Loan Syndications** The Loan Syndications team within Fund Finance is responsible for arranging syndicated credit facilities. The Loan Syndications team partners with Fund Finance bankers to support deal origination and structuring efforts as well as develop and execute the distribution strategy. The Analyst will be a key member of a lean deal team, supporting senior team leaders on all aspects of the syndication process including lender outreach and deal execution. The Analyst will be expected to develop an understanding of the fund finance market, lender universe and market dynamics over time. He or she will develop and maintain relationships with internal banking partners as well as syndicate lenders. The Analyst must be able to communicate effectively and work collaboratively.Day-to-day job responsibilities include: + Preparation of customized syndication materials including transaction summaries, lender presentations, and execution timelines; + Create and maintain external data sites for deal syndication and post-close transaction amendments; + Support senior team members with lender engagement, including participation in lender calls / meetings, sharing notes with the broader team; + Liaise with deal team to address lender credit inquiries and diligence requirements related to and KYC/AML; + Track and report syndication activity across Fund Finance; + Prepare internal presentation materials related to syndication activity across the portfolio; + Work closely with deal team and loan administration to manage loan execution and funding processes; + Liaise with agency services on the distribution of compliance to the syndicate; and + Ad hoc projects. **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:** + Capital markets and/or investment banking experience + Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance + Excellent verbal, written, and interpersonal communication skills + Strong presentation and analytical skills with high attention to detail and accuracy + Strong Microsoft Excel and PowerPoint skills + Ability to work effectively, as well as independently, in a team environment + Strong organizational, multi-tasking, and prioritizing skills + Ability to manage a high-volume workload while maintaining excellence and consistency of work + High level of personal motivation; does more than what is asked for and anticipates questions/issues + 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% + Ability to work outside of regular business hours **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $84,000.00 - $179,200.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 27 Feb 2025 ***** **_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. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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. **Req Number:** R-435692
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