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Vice President, Lead Investment Banker, Fund Finance

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Charlotte

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Category:

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Contract Type:
Not provided

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Salary:

185000.00 - 300000.00 USD / Year

Job Description:

Wells Fargo, CIB Fund Finance Group is seeking an Investment Banking Vice President to join its Charlotte or New York office. The Fund Finance Group provides financing to private equity funds and other asset managers through structured credit facilities. Fund Finance is part of the Corporate and Investment Bank (CIB). A Vice President 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. The Vice President role includes structuring, legal negotiation, credit analysis, and execution of new subscription facilities as well as maintenance (including ongoing credit, re-structuring, and legal work), collateral analysis, and monitoring of existing Fund Finance credit facilities.

Job Responsibility:

  • Manage day-to-day job responsibilities for new deals including: Creating pitches/term sheets
  • Preparing borrowing base calculations in Excel
  • Leading due diligence meetings
  • Act as the lead banker on driving internal underwriting and credit approval process, including writing detailed credit memos and leading internal discussions with credit partners
  • Working closely with internal and external counsel to negotiate legal documentation
  • Work with clients to understand financing needs and provide tailored solutions including structuring transaction deal terms
  • and Working closely with analysts and internal partners to manage internal compliance, booking, and funding processes
  • Manage day-to-day job responsibilities for existing deals including: 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 Group portfolio
  • All aspects of the role include meaningful direct client interaction and interaction with Credit partners

Requirements:

  • 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 7+ 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 reading, negotiating, and/or interpreting legal documents
  • Deal origination & credit underwriting experience
  • Experience in structured finance or investment banking is preferred
  • Direct client interaction experience, including experience leading relevant transaction elements and interacting with senior decision makers
  • Leadership experience and/or experience training others in a relevant professional capacity
  • Analytical thinker. Able to make decisions and recommendations that are well-reasoned
  • High level of personal motivation. Does more than what is asked for and anticipates questions/issues
  • Ability to manage a high-volume workload while maintaining excellence and consistency of work. Ability to quickly change focus and stay organized is a must
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Experience with originating and monitoring subscription facilities, asset backed finance, securitization, or other structured products
  • Ability to work effectively, as well as independently, in a team environment
  • Ability to work in a fast-paced, deadline driven environment
  • Familiarity with private equity funds
  • Very comfortable and efficient in Excel. Experience writing formulas
  • organizing, analyzing, and formatting data
  • and recognizing and auditing errors
  • Able to review and interpret financial statements
  • Experience monitoring covenants and client reporting
  • Formal credit training program experience
  • Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire
  • Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire
  • Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check
  • Ability to travel up to 15% of the time
  • Willingness to work 55-70+ hours per week, depending on workload

Nice to have:

  • Experience in structured finance or investment banking is preferred
  • Formal credit training program experience
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:
February 20, 2026

Expiration:
February 22, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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