Corporate Banking Analyst - Fund Finance

About this role:

Wells Fargo’s CIB Fund Finance Group is seeking a Corporate Banking Analyst to join its Investor Analysis Team in 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). The Investor Analysis Team focuses specifically on the credit analysis and underwriting of limited partners (investors) which serve as the collateral for Fund Finance subscription credit facilities (i.e., insurance companies, pension funds, endowments, sovereign wealth funds, large corporations, and other institutional investors).

The Corporate Banking Analyst role is primarily focused on credit underwriting and analysis and legal diligence, preparing fulsome credit materials to synthesize and present this analysis to key stakeholders, as well supporting ongoing monitoring and project management related to the analysis of limited partner exposure across the Fund Finance portfolio.

In this role, you will:

Manage day-to-day job responsibilities including:

• Preparing comprehensive financial analysis on limited partners (including, but not limited to, pension funds, sovereign wealth funds, asset managers, insurance companies and banks)

• Developing a credit opinion on limited partners and presenting analysis to senior team members and Credit partners

• Ongoing review of performance and ratings of limited partners across the Fund Finance portfolio

• Conducting deep-dive analysis via periodic presentations on particular investor types and trends, economic events, and geopolitical events and potential impacts to the portfolio

• Liaising with various teams within Fund Finance, inclusive of senior bankers, Credit partners, and other lines of business across Wells Fargo

• Maintaining various databases and spreadsheet models used for internal reporting and surveillance

Required Qualifications:

• 6 months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Bachelor’s degree in business, Finance, Accounting, Math, Economics or Engineering (or MBA)

• 6 mos of underwriting or credit experience with a focus in finance

• Experience with Microsoft Office Suite, specifically Excel and PowerPoint

• Strong technical and analytical skills including financial analysis

• 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

• Excellent verbal, written, and interpersonal communication skills

• Effective organizational, multi-tasking, and prioritizing skills

• Solid problem solving and decision-making skills

• Strong analytical skills with high attention to detail and accuracy

• Professional presentation skills

Job Expectations:

• Registration for FINRA Security Industry Essentials (SIE), 7 and 63 must be completed within 90 days of hire date if it is not available for transfer upon hire.

• Work VISA sponsorship not available for this role

• Ability to travel up to 5% of the time

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 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

Posting End Date:

*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.

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.