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Strategic Capital Associate

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Charlotte

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

In this role, you will assist in identifying new private capital opportunities for both our direct investing/lending business (including our Overland Advantage direct lending business) as well as third party capital advisory engagements. You will work with the Strategic Capital deal team to analyze, craft investment committee materials and present new investment and loan opportunities, as well as work closely with Overland Product Specialists to assess new Overland credit opportunities. You will develop investor evaluation materials for capital advisory assignments and help manage investor outreach process logistics. Additionally, you will develop financial models related to assigned new opportunities, complete due diligence requests, legal entity work, execution/closing processes, and other activities to prepare transactions for closing. You will participate in the evaluation and ongoing monitoring of investments and loans as part of a deal team, develop internal network contacts across the commercial banking footprint as well as externally across financial intermediaries (boutique debt placement firms, private equity firms, etc.) to help drive opportunities for business development, and mentor and train less experienced staff.

Job Responsibility:

  • Assist in identifying new private capital opportunities for both our direct investing/lending business (including our Overland Advantage direct lending business) as well as third party capital advisory engagements
  • Work with the Strategic Capital deal team to analyze, craft investment committee materials and present new investment and loan opportunities, as well as work closely with Overland Product Specialists to assess new Overland credit opportunities
  • Develop investor evaluation materials for capital advisory assignments and help manage investor outreach process logistics
  • Develop financial models related to assigned new opportunities
  • Complete due diligence requests, legal entity work, execution/closing processes, and other activities to prepare transactions for closing
  • Participate in the evaluation and ongoing monitoring of investments and loans as part of a deal team
  • Develop internal network contacts across the commercial banking footprint as well as externally across financial intermediaries (boutique debt placement firms, private equity firms, etc.) to help drive opportunities for business development
  • Mentor and train less experienced staff

Requirements:

  • 2+ years of experience in strategic investment management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years work experience in one or a combination of: leveraged finance, capital markets, private capital, private equity, investment banking coverage or equivalent experience
  • Familiarity with evaluating and executing transactions related to both the private and traditional institutional markets
  • Excellent verbal, written, and interpersonal communication skills
  • Strong integrity, work ethic, and a team player
  • High level of initiative and accountability
  • Ability to work independently or in teams and thrive in a fast paced, loosely-structured, entrepreneurial environment
  • Financial Modeling experience
  • Financial Analysis experience
  • Advanced in Microsoft Office Suite-Excel, Outlook, Word and PowerPoint
  • Strong analytical skills, attention to detail and organization, and ability to solve complex or abstract problems
  • Bachelor’s degree in Accounting, Finance, Economics, Engineering, Business or related field

Additional Information:

Job Posted:
June 05, 2025

Expiration:
June 18, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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