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Wells Fargo Logo Wells Fargo · Banking

Commercial Banking Syndication Analyst

United States, Charlotte Employment contract 119000.00 - 224000.00 USD / Year · Job Posted July 03, 2026
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Job Description

Wells Fargo is seeking a Commercial Banking Syndication Analyst within the Commercial Banking Syndications team. In this role, you will: Collaborate with deal teams to develop pitch materials to win new mandates and maintain portfolio leads; Execute the syndication marketing process, including preparation and distribution of information memorandums and presentations for potential investors; Communicate with external lending partners on opportunities, including discussions of lender appetite and assisting with due diligence; Work with legal counsel to address legal documentation issues; Partner with deal teams and internal operations to manage the execution and closing processes; and Participate in loan market research tasks. This role includes direct interaction with lending partners and clients. Commercial Banking Syndications also interacts with credit, relationship managers, and other syndication teams within the organization.

Job Responsibility

  • Collaborate with deal teams to develop pitch materials to win new mandates and maintain portfolio leads
  • Execute the syndication marketing process, including preparation and distribution of information memorandums and presentations for potential investors
  • Communicate with external lending partners on opportunities, including discussions of lender appetite and assisting with due diligence
  • Work with legal counsel to address legal documentation issues
  • Partner with deal teams and internal operations to manage the execution and closing processes
  • Participate in loan market research tasks

Requirements

  • 2+ years of Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Bachelor's Degree in Business, Finance, Accounting, Math or Economics (or MBA)
  • Experience in loan syndications, debt capital markets, private debt markets or structured finance
  • Experience in investment banking or corporate banking
  • Front office or credit experience at a major firm with a focus in finance
  • Completion of a formal credit training program
  • Credit underwriting experience
  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to work effectively both independently and in a team environment
  • Ability to work in a fast-paced deadline driven environment
  • High level of personal motivation
  • Ability to manage a high-volume workload while maintaining excellence and consistency of work
  • Ability to quickly change focus and stay organized
  • Proficiency in Microsoft Excel, Word and PowerPoint
  • Ability to travel 20%

What we offer

  • 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
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