Lead Investment Banker, Wells Fargo

Wells Fargo

Location:
United States, New York

Category:
Finance

Contract Type:
Employment contract

Salary:

185000.00 - 300000.00 USD / Year

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Job Description:

Wells Fargo is seeking a Lead Investment Banker to take the lead role in executing mortgage loan seller work for commercial real estate conduit securitizations. The position will be actively involved in deal execution, managing the pool of loans, tracking loan closing timelines, creating data tapes, maintaining diligence files, assisting with b-piece buyer discussions, and assisting in the sale/distribution of bonds. The candidate’s responsibility also includes guiding deal teams and third-party clients through all facets of the securitization process.

Job Responsibility:

Take the lead role in executing mortgage loan seller work for commercial real estate conduit securitizations
Actively involved in deal execution, managing the pool of loans, tracking loan closing timelines, creating data tapes, maintaining diligence files, assisting with b-piece buyer discussions, and assisting in the sale/distribution of bonds
Guide deal teams and third-party clients through all facets of the securitization process
Manage the mortgage-loaner seller work needed for conduit securitization program by coordinating loan sellers, origination bankers, counsel, accountants, rating agencies, investors, and deal vendors
Help clients achieve goals by analyzing collateral for structural features for proposed CMBS
Maintain thorough market knowledge for any factors that may create future opportunities or affect current deal execution
Actively collaborate with team to successfully achieve any and all goals
Lead complex initiatives as a high-level individual contributor in the Investment Banking Capital Markets Divisions, including those that are cross-functional and have broad impact
Participate in large-scale planning for Investment Banking functional area
Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
Make decisions in complex and multi-faceted situations requiring understanding of Investment Banking functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
Collaborate and consult with Investment Banking peers, colleagues, and middle to more experienced managers to resolve issues and achieve goals
Lead Investment Banking projects and teams, or serve as a peer mentor

Requirements:

5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Prior experience with conduit securitization, mortgage loan seller requirements and b-piece buyer interactions
Completion of MBA, CFA, or M.S. in financial engineering
SIE, S79 & S63
Strong working knowledge of accounting and financial concepts, such as discounted cash flows
Knowledge of structured products rating agency frameworks
A focus in commercial real estate or capital markets
Excellent oral and written communication skills
Excellent analytical and problem solving skills
Strong interpersonal skills, including the ability to interact with senior executives and clients
Strong working knowledge of Excel, Word, PowerPoint, information systems and programming
Willingness to work long hours
Ability to work in a dynamic and demanding work environment
Dedication to building a career in the financial services industry

Nice to have:

Prior experience with conduit securitization, mortgage loan seller requirements and b-piece buyer interactions
Completion of MBA, CFA, or M.S. in financial engineering
SIE, S79 & S63
Strong working knowledge of accounting and financial concepts, such as discounted cash flows
Knowledge of structured products rating agency frameworks
A focus in commercial real estate or capital markets
Excellent oral and written communication skills
Excellent analytical and problem solving skills
Strong interpersonal skills, including the ability to interact with senior executives and clients
Strong working knowledge of Excel, Word, PowerPoint, information systems and programming
Willingness to work long hours
Ability to work in a dynamic and demanding work environment
Dedication to building a career in the financial services industry

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 15, 2025

Expiration:
August 17, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Lead Investment Banker