Corporate Banking Analyst - Fund Finance

Wells Fargo•New York, NY

4d•$104,000 - $168,000•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 Fund Finance Group provides structured credit facilities to private equity funds and other asset managers. The Investor Analysis Team analyzes and underwrites 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 primarily involves credit underwriting and analysis, legal diligence, and preparing comprehensive credit materials for key stakeholders. It also supports ongoing monitoring and project management relating to limited-partner exposure across the Fund Finance portfolio. The position works with senior bankers, Credit partners, Independent Risk Management, and other Wells Fargo business lines. The position is based at one of the listed offices: Charlotte, North Carolina, or New York, New York. The posting lists a pay range of $100,000–$110,000 and also separately states a base pay range of $104,000–$168,000. Eligible employees may also be eligible for incentive opportunities. FINRA Series 63 or 66, Series 79, and SIE registrations must be completed within 90 days of hire if not available for transfer. The role is subject to FINRA background-screening requirements 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.
Complete FINRA Series 63 or 66 registration within 90 days of hire if it is not available for transfer upon hire.
Complete FINRA Series 79 registration 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.
Meet FINRA background-screening requirements and ongoing regulatory requirements; successful candidates must meet applicable screening and statutory-disqualification requirements.
Represent one’s own experience directly during the recruiting and hiring process.

Nice To Haves

Bachelor’s degree in business, finance, accounting, mathematics, 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, particularly 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 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 the performance and ratings of limited partners across the Fund Finance portfolio on an ongoing basis.
Conduct periodic deep-dive analyses and presentations on investor types, trends, economic events, and geopolitical events and their potential effects on the portfolio.
Liaise with senior bankers, Credit partners, and other teams and lines of business across Wells Fargo.
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.
Complete required FINRA registrations within 90 days of hire if they are not available for transfer upon hire.