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 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. 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.

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
• Experience with Microsoft Office Suite, specifically Excel and PowerPoint
• Strong technical and analytical skills including financial analysis
• Familiarity with private equity funds
• Strong analytical skills with high attention to detail and accuracy

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
• Ability to work effectively, as well as independently, in a team environment
• Ability to work in a fast-paced, deadline driven environment
• Excellent verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Solid problem solving and decision-making skills
• Professional presentation skills

Job Expectations

• 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.

Posting Locations

• Charlotte, North Carolina
• New York, New York

Pay Range

• $100,000 - $110,000 (Base Pay)
• Potential for incentive opportunities.

Benefits

• 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