Wells Fargo

Investment Banking Analyst – Leveraged Underwriting

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: New York City • New York • North Carolina • United States

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Salary

💰 $87,000 - $168,000 per year

Job Level

Junior

About the role

  • Create detailed financial models to analyze capital and growth strategies for clients
  • Conduct extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction
  • Partner with Leveraged Finance and Coverage to structure and execute complex, fast-moving, leveraged acquisition finance, financial sponsor, and pre-IPO transactions
  • Assist the senior banker and deal teams to analyze financial statements, conduct due diligence, build complex financial models, complete industry and comp analysis, and distill large amounts of information into concise memos that address key credit risks
  • Participate in all aspects of deal coordination, including conducting due diligence efforts and drafting materials
  • Maintain knowledge of structuring, marketing, and distribution processes associated with leveraged debt instruments
  • Prepare marketing documents, including pitch materials, confidential offering memoranda, and management presentations
  • Develop knowledge around credit and other related legal agreements and complex loan structures
  • Demonstrate a strong understanding of Wells Fargo’s credit risk policies, risk appetite, and underwriting guidelines
  • Support a collaborative and inclusive environment

Requirements

  • 6+ months of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Successful completion of formal Credit Training program
  • 6+ months of financial services industry experience
  • 6+ months of Corporate or Investment Banking experience is a plus
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Strong organizational, multi-tasking, and prioritizing skills
  • High level of initiative and accountability
  • Ability to act with integrity, good character and exercise sound judgement
  • Strong Microsoft Office (Word, Excel, and Outlook) skills
  • Knowledge and understanding of financial services credit risk management
  • BS/BA degree or higher in accounting, finance, or economics
  • Strong understanding of financial and accounting concepts
  • Excellent analytical / modeling skills and ability to create in-depth financial models involved in LBO / M&A transactions
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex 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
financial modelingdue diligencefinancial analysiscredit risk managementLBOM&Afinancial statement analysiscomplex loan structuresfinancial sponsor transactionspre-IPO transactions
Soft Skills
analytical skillsattention to detailverbal communicationwritten communicationinterpersonal communicationorganizational skillsmulti-taskingprioritizinginitiativeintegrity
Certifications
Credit Training program