Executive Director – Fund Finance
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • North Carolina • United States
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Salary
💰 $300,000 - $355,000 per year
Job Level
About the role
- Maintaining and expanding existing relationships;
- Sourcing of new transactions across the FFG product suite;
- Creating and delivering of marketing pitchbooks;
- Partnering with FFG’s Fund Solutions platform for NAV and Structured Product transactions as well as Syndications for transaction distribution;
- Structuring and negotiating of term sheets;
- Working with clients to understand financing needs and provide tailored solutions;
- Driving the legal documentation process for new originations as well as the oversight for amendments (extensions, upsizes etc.);
- Oversight of the credit underwriting and approval process;
- Leading due diligence meetings and various client interactions related to new and existing transactions;
- Management/Mentoring of deal teams in all aspects of deal origination and ongoing portfolio management;
Requirements
- 7+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 10+ years of front office or credit experience at a major firm with a focus in finance
- Direct client interaction experience, including experience leading relevant transaction elements and interacting with senior decision makers
- Deal origination & credit underwriting experience acting in a senior / lead capacity
- Experience reading, negotiating, and/or interpreting legal documents
- Experience in structured finance or investment banking is preferred
- Leadership experience and/or experience training others in a relevant professional capacity
- Strong analytical skills with high attention to detail and accuracy
- 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
- 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
- Bachelor’s Degree in Business, Finance, Accounting, Math, Economics or Engineering (or MBA)
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment bankingcredit underwritingdeal originationstructured financefinancial statement analysislegal document negotiationExceldata analysisportfolio managementcovenant monitoring
Soft Skills
leadershipanalytical skillsattention to detailcommunication skillsorganizational skillsmotivationdecision makingteamworkindependenceadaptability
Certifications
formal credit training