Vice President, Lead Investment Banker, 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 is seeking an Investment Banking Vice President to join 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). A Vice President on the Fund Finance Group will cover a portfolio of existing and prospective clients (fund sponsors) and will be part of lean deal teams that include senior and junior team members. The Vice President role includes structuring, legal negotiation, credit analysis, and execution of new subscription facilities as well as maintenance (including ongoing credit, re-structuring, and legal work), collateral analysis, and monitoring of existing Fund Finance credit facilities. 

In this role, you will:

Manage day-to-day job responsibilities for new deals including:

• Creating pitches/term sheets;

• Preparing borrowing base calculations in Excel;

• Leading due diligence meetings;

• Act as the lead banker on driving internal underwriting and credit approval process, including writing detailed credit memos and leading internal discussions with credit partners;

• Working closely with internal and external counsel to negotiate legal documentation;

• Work with clients to understand financing needs and provide tailored solutions including structuring transaction deal terms; and

• Working closely with analysts and internal partners to manage internal compliance, booking, and funding processes.

Manage day-to-day job responsibilities for existing deals including:

• Maintaining client relationships, including researching and reconciling questions/discrepancies and proactively ensuring that all deal requirements are met;

• Negotiation, structuring, and execution of amendments and other facility modifications;

• Supporting team members in collateral analysis and compliance tracking;

• Monitoring financial performance and internal credit ratings of borrowers and limited partners;

• Periodic client due diligence;

• Annual reviews; and

• Contributing to portfolio analysis across the broader Fund Finance Group portfolio. 

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:

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

Desired Qualifications:

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

• Bachelor’s Degree in Business, Finance, Accounting, Math, Economics or Engineering (or MBA)

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

• Deal origination & credit underwriting experience

• Experience in structured finance or investment banking is preferred

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

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

• 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

• Strong analytical skills with high attention to detail and accuracy