Investment Banking, Executive Director - Fund Finance

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

About this role:

Wells Fargo, CIB Fund Finance Group (“FFG”) is seeking an Investment Banking Executive Director to join its New York or Charlotte office. The Fund Finance Group provides financing to private equity funds and other asset managers through structured credit facilities across the fund lifecycle including subscription facilities, hybrid and NAV financings. Fund Finance is part of the Corporate and Investment Bank (CIB). An Executive Director in the Fund Finance Group will cover a portfolio of existing and prospective clients (fund sponsors) and will work as the senior client coverage banker for both new and existing transactions, supported by junior team members. 

In this role, you will be responsible for:

• Maintaining and expanding existing relationships;

• Sourcing of new transactions across the FFG product suite;

• Creating and delivering of marketing pitchbooks;

• Partnering with FFG’s Fund Solutions platform for NAV and Structured Product transactions as well as Syndications for transaction distribution;

• Structuring and negotiating of term sheets;

• Working with clients to understand financing needs and provide tailored solutions;

• Driving the legal documentation process for new originations as well as the oversight for amendments (extensions, upsizes etc.);

• Oversight of the credit underwriting and approval process​;

• Leading due diligence meetings and various client interactions related to new and existing transactions;

• Management/Mentoring of deal teams in all aspects of deal origination and ongoing portfolio management;

All aspects of the role include meaningful direct client interaction and interaction with Credit partners. The Fund Finance team also works closely with a dedicated Syndications team, other product groups (e.g. FX and treasury management), and relationship coverage platforms across the institution.

Required Qualifications:

• 7+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 10+ years of front office or credit experience at a major firm with a focus in finance 

• Direct client interaction experience, including experience leading relevant transaction elements and interacting with senior decision makers

• Deal origination & credit underwriting experience acting in a senior / lead capacity

• Experience reading, negotiating, and/or interpreting legal documents 

• Experience in structured finance or investment banking is preferred

• Leadership experience and/or experience training others in a relevant professional capacity

• Strong analytical skills with high attention to detail and accuracy

• 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 

• 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