Associate, Corporate Debt Finance
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • New York • North Carolina • United States
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Salary
💰 $139,000 - $260,000 per year
About the role
- Provide support in the origination and execution of primary CLO transactions working closely across structuring and syndicate throughout the deal process
- Interact with CLO issuers and asset manager clients, investors, rating agencies, legal counsel, and internally with syndicate and sales, middle office and operations personnel
- Carry out the execution process of a transaction, including marketing materials, documentation, guidance on structuring and deal modeling, rating agency correspondence, investor requests and analysis
- Work closely with senior members of the team to help drive growth of the CLO franchise in generating new issue mandates by connecting CLO managers and debt and equity investors
- Assist in the underwriting and execution of asset backed lending facilities including both broadly syndicated CLO warehouses and middle market lending facilities
- Facilitate term sheets and legal documents, manage the diligence and credit approval processes and oversee the portfolio management of credit facilities
Requirements
- 2+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years of experience in CLOs, structured products and/or leveraged finance
- Excellent verbal, written and interpersonal communication skills
- Proven client relationship skills as well as extensive product knowledge and technical expertise
- Proficient in Microsoft Office, particularly Excel, Word and PowerPoint
- Ability to work effectively in a fast-paced team environment and across all organizational levels, where flexibility, collaboration and adaptability are important
- Strong analytical skills with high attention to detail and accuracy
- Ability to adapt to a constantly evolving landscape including prioritizing and resolving issues in a timely manner with good decision-making skills
- BS/BA degree or higher in accounting, finance or economics
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
CLO transactionsstructured productsleveraged financeunderwritingdeal modelingcredit approval processesportfolio managementasset backed lendingdiligence managementfinancial analysis
Soft Skills
verbal communicationwritten communicationinterpersonal communicationclient relationship managementanalytical skillsattention to detaildecision-makingflexibilitycollaborationadaptability