Executive Director – Fund Finance
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $300,000 - $355,000 per year
Job Level
Lead
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
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