Wells Fargo Vice President Lead Investment Banker Fund Finance 

United States, North Carolina, Charlotte 

583436090

In this role, you will:

Manage day-to-day job responsibilities for new deals including:

• Creating pitches/term sheets;

• Preparing borrowing base calculations in Excel;

• Leading due diligence meetings;

• Act as the lead banker on driving internal underwriting and credit approval process, including writing detailed credit memos and leading internal discussions with credit partners;

• Working closely with internal and external counsel to negotiate legal documentation;

• Work with clients to understand financing needs and provide tailored solutions including structuring transaction deal terms; and

• Working closely with analysts and internal partners to manage internal compliance, booking, and funding processes.

Manage day-to-day job responsibilities for existing deals including:

• Maintaining client relationships, including researching and reconcilingquestions/discrepanciesand proactively ensuring that all deal requirements are met;

• Negotiation, structuring, and execution of amendments and other facility modifications;

• Supporting team members in collateral analysis and compliance tracking;

• Monitoring financial performance and internal credit ratings of borrowers and limited partners;

• Periodic client due diligence;

• Annual reviews; and

• Contributing to portfolio analysis across the broader Fund Finance Group portfolio.

Required Qualifications:

• 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 7+ years of front office or credit experience at a major firm with a focus in finance

• Bachelor’s Degree in Business, Finance, Accounting, Math, Economics or Engineering (or MBA)

• Experience reading, negotiating, and/or interpreting legal documents

• Deal origination & credit underwriting experience

• Experience in structured finance or investment banking is preferred

• Direct client interaction experience, including experience leading relevant transaction elements and interacting with senior decision makers

• Leadership experience and/or experience training others in a relevant professional capacity

• Analytical thinker. Able to make decisions and recommendations that are well-reasoned

• High level of personal motivation. Does more than what is asked for and anticipates questions/issues

• Ability to manage a high-volume workload while maintaining excellence and consistency of work. Ability to quickly change focus and stay organized is a must

• Strong analytical skills with high attention to detail and accuracy

• Excellent verbal, written, and interpersonal communication skills

• Experience with originating and monitoring subscription facilities, asset backed finance, securitization, or other structured products

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

• Ability to work in a fast-paced, deadline driven environment

• Familiarity with private equity funds.

• Very comfortable and efficient in Excel. Experience writing formulas; organizing, analyzing, and formatting data; and recognizing and auditing errors

• Able to review and interpret financial statements

• Experience monitoring covenants and client reporting

• Formal credit training program experience.

Job Expectations:

• Ability to travel up to 15% of the time.

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

• Registration for 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.

Charlotte, NC

New York, NY

Base Salary:

This position is bonus eligible

Pay Range

$173,300.00 - $359,900.00

30 Mar 2025

Wells Fargo Recruitment and Hiring Requirements:

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