Corporate Banking Analyst - Fund Finance

Wells Fargo Bank • Charlotte, NC

2d • Onsite

About The Position

Wells Fargo’s Corporate & Investment Banking Fund Finance Group is seeking a Corporate Banking Analyst for its Investor Analysis Team in Charlotte or New York. The group provides structured credit facilities to private equity funds and other asset managers. The Investor Analysis Team underwrites and analyzes limited partners whose commitments serve as collateral for subscription credit facilities, including insurance companies, pension funds, endowments, sovereign wealth funds, large corporations, and other institutional investors.

The role focuses on credit underwriting and analysis, legal diligence on limited partners, and preparing comprehensive credit materials for key stakeholders. It also supports portfolio monitoring, credit administration, data analytics, and project management across the Fund Finance portfolio. The analyst works with senior bankers, Credit partners, Independent Risk Management partners, and other Wells Fargo business lines.

The position is based in the Charlotte, North Carolina or New York, New York office. The advertised pay range is $100,000–$110,000. Required FINRA registrations and exams must be completed within 90 days of hire if they are not available for transfer. The position is subject to FINRA background screening and ongoing regulatory requirements.

Requirements

• At least 6 months of Corporate Banking Relationship Management experience, or equivalent demonstrated through work experience, training, military experience, or education.
• Register for FINRA Series 63 or Series 66 within 90 days of hire if it is not available for transfer upon hire.
• Register for FINRA Series 79 within 90 days of hire if it is not available for transfer upon hire.
• Complete the Securities Industry Essentials (SIE) exam within 90 days of hire if it is not available for transfer upon hire.
• Successfully complete and clear the required FINRA background screening and meet ongoing regulatory requirements.

Nice To Haves

• Bachelor’s degree in business, finance, accounting, math, economics, or engineering, or an MBA.
• At least 6 months of underwriting or credit experience with a focus in finance.
• Experience with Microsoft Office Suite, specifically Excel and PowerPoint.
• Strong technical and analytical skills, including financial analysis.
• Ability to work effectively both independently and 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, multitasking, and prioritizing skills.
• Solid problem-solving and decision-making skills.
• Strong analytical skills with high attention to detail and accuracy.
• Professional presentation skills.

Responsibilities

• Prepare comprehensive financial analyses of limited partners, including pension funds, sovereign wealth funds, asset managers, insurance companies, and banks.
• Develop credit opinions on limited partners and present analysis to senior team members and Independent Risk Management partners.
• Review limited partner performance and ratings across the Fund Finance portfolio on an ongoing basis.
• Conduct periodic deep-dive analyses and presentations on investor types, trends, economic events, geopolitical events, and potential portfolio impacts.
• Liaise with senior bankers, Credit partners, and other lines of business within Wells Fargo.
• Monitor, document, and support coverage of business-wide portfolio and collateral surveillance and reporting.
• Navigate business-wide projects, including internal and external exams, improved data sourcing, ad-hoc research, and other value-add initiatives.
• Support ongoing portfolio monitoring, credit administration, data analytics, and project management across the Fund Finance portfolio.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed