Investment Banking Associate, Wells Fargo

Wells Fargo

Location:
United States, New York ▼
Charlotte

Category:
Finance

Contract Type:
Employment contract

Salary:

120400.00 - 287600.00 USD / Year

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Job Description:

The Fund Finance Group provides fund-level financing to private equity funds and other asset managers through structured credit facilities. The Investment Banking Program Associate on the Fund Finance Group will cover a portfolio of existing and prospective clients (fund sponsors) and will be part of lean deal teams that include senior and junior team members within the assigned portfolio.

Job Responsibility:

Creating pitches/term sheets
Preparing borrowing base calculations in excel
Leading due diligence meetings
Writing detailed credit memos
Working closely with internal and external counsel to negotiate legal documentation
Working closely with analysts and internal partners to manage internal compliance, booking, and funding processes
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 team portfolio

Requirements:

2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2+ 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 with originating and monitoring subscription facilities, asset backed finance, securitization, or other structured products
Familiarity with private equity funds
Formal credit training program
CFA
Excel modeling and/or VBA experience
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively, as well as independently, in a team environment
Ability to work in a fast-paced deadline driven environment
Credit underwriting experience
Experience in structured finance or investment banking is preferred
Experience in fixed income capital markets, fixed income private placement market, or loan market/corporate finance
Experience reading, negotiating, and/or interpreting legal documents
Leadership experience and/or experience training others in a relevant professional capacity
Able to review and interpret financial statements
Experience monitoring covenants and client reporting
High level of personal motivation
Direct client interaction experience, including some experience interacting with senior decision makers
Ability to manage a high-volume workload while maintaining excellence and consistency of work

Nice to have:

CFA
Excel modeling and/or VBA experience
Leadership experience and/or experience training others in a relevant professional capacity
Direct client interaction experience, including some experience interacting with senior decision makers

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

Additional Information:

Job Posted:
August 12, 2025

Expiration:
August 22, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Investment Banking Associate