Corporate Banking Analyst, Fund Finance

About the Role

Wells Fargo’s CIB Fund Finance Group is seeking a Corporate Banking Analyst to join its Investor Analysis Team. The Fund Finance Group provides financing to private equity funds and other asset managers through structured credit facilities. The Investor Analysis Team focuses on the credit analysis and underwriting of limited partners (investors) which serve as collateral for Fund Finance subscription credit facilities.

Key Responsibilities

• 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 Independent Risk Management 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.
• Participating in the monitoring, documenting and coverage of business-wide portfolio and collateral surveillance and reporting.
• Navigating business-wide projects including, but not limited to, internal/external exams, improved data sourcing, ad-hoc research, and other value-add initiatives.

Requirements & Tech Stack

• 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.
• Microsoft Office Suite, specifically Excel and PowerPoint.

Qualifications

• Bachelor’s degree in business, Finance, Accounting, Math, Economics or Engineering (or MBA).
• 6+ months of underwriting or credit experience with a focus in finance.
• 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 Series 63 (or 66) must be completed within 90 days of hire date if not available for transfer.
• Registration for FINRA Series 79 must be completed within 90 days of hire date if not available for transfer.
• Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if not available for transfer.
• This position is subject to FINRA Background Screening Requirements.

Posting Locations

• 550 S Tryon St. - Charlotte, North Carolina 28202
• 500 West 33rd St. - New York, New York 10001

Pay Range

$100,000 - $110,000