Corporate Banking Analyst - Fund Finance

Wells Fargo Bank•New York, NY

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. Fund Finance 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 position requires registration for FINRA Series 63 or 66, Series 79, and the Securities Industry Essentials (SIE) exam within 90 days of hire if registrations are not transferable. The role 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 66 within 90 days of hire if the registration is not transferable.
Register for FINRA Series 79 within 90 days of hire if the registration is not transferable.
Register for the Securities Industry Essentials (SIE) exam within 90 days of hire if the registration is not transferable.
Meet FINRA background screening requirements and 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, especially 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 prioritization 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 analysis 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 the performance and ratings of limited partners across the Fund Finance portfolio.
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 Wells Fargo lines of business.
Monitor, document, and support coverage of business-wide portfolio and collateral surveillance and reporting.
Navigate business-wide projects, including internal and external examinations, improved data sourcing, ad hoc research, and other value-add initiatives.
Support ongoing portfolio monitoring, credit administration, data analytics, and project management.