Investment Banking Vice President – Leveraged Underwriting
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 per year
Job Level
About the role
- Lead the underwriting and partner with Leveraged Finance and Sponsor Coverage to structure and execute complex, fast-moving, leveraged acquisition finance, financial sponsor, and pre-IPO transactions, directing the credit and distribution approval processes to support new originations
- Drive the coordination with Leveraged Finance, Sponsor Coverage, Portfolio Management, and Industry Coverage partners to seamlessly execute on new client originations
- Oversee deal teams responsible for complex transaction and credit analysis including in-depth due diligence, financial analysis and modeling, comp analysis, industry diligence, and the creation of concise credit approval recommendations to support leveraged finance transactions
- Partner with broader deal team to represent the transaction to Independent Risk Management and senior leadership for credit and distribution approvals
- Maintain active knowledge of the leveraged finance market, comparative transactions, and structural trends to support proposed structuring and pricing of transaction
- Support the negotiation of key financial structures, credit agreements, and legal documentation issues necessary to successfully originate and syndicate financing commitments
- Engage in discussions with external constituents including financial sponsors and corporate clients
- Demonstrate a strong understanding of Wells Fargo’s credit risk policies, risk appetite and underwriting guidelines
- Support, manage, and train junior bankers
Requirements
- 5+ years of corporate underwriting experience, leveraged finance, or capital markets experience
- Experience across leveraged finance, acquisition finance and/or sponsor-related finance activities
- Extensive corporate underwriting experience with a strong understanding of accounting, financial statement analysis, complex capital structures, financial modeling, and acquisition processes
- Thorough capital structure knowledge, legal, and documentation expertise
- Ability to work in a matrixed, fast-paced, deadline-driven environment across broad deal teams
- Ability to thoroughly and quickly analyze transactions and communicate findings in a concise manner to senior audiences
- Excellent verbal, written, and interpersonal communication skills with an ability to effectively communicate to internal and external constituents
- Strong analytical skills with high attention to detail and accuracy
- Strong organizational, multi-tasking, and prioritizing skills
- High level of initiative and accountability
- Ability to effectively lead deal teams, train and mentor juniors, and support a diverse, inclusive and collaborative environment
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
corporate underwritingleveraged financecapital marketsfinancial analysisfinancial modelingdue diligencecredit analysiscapital structurelegal documentationacquisition finance
Soft Skills
analytical skillscommunication skillsorganizational skillsmulti-taskingprioritizingleadershipmentoringinitiativeaccountabilitycollaboration