Demo

Investment Banking Program Analyst - CDF Analytics

WELLS FARGO BANK
Charlotte, NC Full Time
POSTED ON 2/16/2025
AVAILABLE BEFORE 5/14/2025

The Corporate Debt Finance group, within the Structured Products Group (SPG) is searching for a Structuring Program Analyst to work in the Charlotte, NC office.

Corporate Debt Finance (CDF) provides financing solutions to specialty finance companies, asset managers, hedge funds and other non-bank financial institutions through structured credit facilities and collateralized loan obligations in the middle market and broadly syndicated corporate loan space. CDF acts as a structuring and placement agent for term CLOs and as a lender on the bank's behalf.

In this role, you will :

  • Assist senior members of the structuring and banking teams in the execution of new issue CLOs
  • Prepare collateral files for use in our proprietary cash flow models
  • Reverse engineer deals using Intex Dealmaker
  • Tie out cash flow model results with internal structuring control group
  • Provide quantitative analyses required for internal credit packages
  • Review deal documents (offering circular, indenture, term sheets, credit agreements) to ensure documents and modeling are consistent
  • Screen Intex database for deals that may indicate suitable candidates for refinancing

Required Qualifications :

  • 6 months of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, education
  • Desired Qualifications :

  • 1-2 years capital markets industry experience. Experience in CLO, CMBS, RMBS, ABS or similar products is preferred
  • Intermediate Microsoft Office skills, superior knowledge of Excel and VBA programming
  • Strong technical and analytical skills including financial analysis
  • Knowledge of fixed income mathematics
  • Familiarity with Intex products
  • Excellent verbal, written, and interpersonal communication skills
  • Effective organizational, multi-tasking, and prioritizing skills
  • Ability to work effectively, as well as independently, in a team environment
  • Ability to work in a fast-paced, deadline-driven environment
  • Attention to Detail
  • A BS / BA degree or higher in a quantitative field or business degree with quantitative emphasis
  • Job Expectations :

  • Ability to travel up to 10% of the time
  • Registration for FINRA SIE must be completed within 180 days of hire date, if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
  • Registration for FINRA Series 79 must be completed within 180 days of hire date, if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
  • Registration for FINRA Series 63 must be completed within 180 days of hire date, if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
  • Posting End Date : 20 Feb 2025

  • Job posting may come down early due to volume of applicants.
  • We Value Diversity

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US : All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Candidates applying to job openings posted in Canada : Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    Drug and Alcohol Policy

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    Wells Fargo Recruitment and Hiring Requirements :

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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