Wells Fargo

Vice President, Lead Investment Banker, 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

💰 $275,000 - $300,000 per year

Job Level

Senior

About the role

  • 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 reconciling questions/discrepancies and 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.
  • All aspects of the role include meaningful direct client interaction and interaction with Credit partners.
  • The Fund Finance team also works closely with a dedicated Syndications team, other product groups (e.g. FX and treasury management), and relationship coverage platforms across the institution.

Requirements

  • 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 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.
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 AnalysisLegal Document NegotiationExcelFinancial Statement ReviewCovenant MonitoringPortfolio Analysis
Soft Skills
Analytical ThinkingLeadershipClient InteractionOrganizational SkillsAttention to DetailCommunication SkillsMotivationTeamworkAdaptabilityProblem Solving