Commercial Banking Syndication Associate

Wells Fargo•Irvine, CA

19h•$139,000 - $260,000•Onsite

About The Position

Wells Fargo is seeking a Commercial Banking Syndication Associate within the Commercial Banking Syndications team. In this role, you will collaborate with deal teams to develop pitch materials to win new mandates and maintain portfolio leads, execute the syndication marketing process, including preparation and distribution of information memorandums and presentations for potential investors. You will communicate with external lending partners on opportunities, including discussions of lender appetite and assisting with due diligence, and work with legal counsel to address legal documentation issues. You will also partner with deal teams and internal operations to manage the execution and closing processes, and participate in loan market research tasks. This role includes direct interaction with lending partners and clients. Commercial Banking Syndications also interacts with credit, relationship managers, and other syndication teams within the organization.

Requirements

4+ years of Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
Ability to work effectively both independently and in a team environment
Ability to work in a fast-paced deadline driven environment
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
Proficiency in Microsoft Excel, Word and PowerPoint

Nice To Haves

Bachelor’s Degree in Business, Finance, Accounting, Math or Economics (or MBA)
Experience in loan syndications, debt capital markets, private debt markets or structured finance
Experience in investment banking or corporate banking
Front office or credit experience at a major firm with a focus in finance
Completion of a formal credit training program
Credit underwriting experience

Responsibilities

Collaborate with deal teams to develop pitch materials to win new mandates and maintain portfolio leads
Execute the syndication marketing process, including preparation and distribution of information memorandums and presentations for potential investors
Communicate with external lending partners on opportunities, including discussions of lender appetite and assisting with due diligence
Work with legal counsel to address legal documentation issues
Partner with deal teams and internal operations to manage the execution and closing processes
Participate in loan market research tasks