Corporate Banking Analyst - Fund Finance

Wells Fargo • Charlotte, NC

4d • $100,000 - $110,000 • Onsite

About The Position

Wells Fargo’s Corporate & Investment Banking Fund Finance Group is seeking a Corporate Banking Analyst to join 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 underwrites and analyzes limited partners whose commitments serve as collateral for subscription credit facilities, including institutional investors such as insurance companies, pension funds, endowments, sovereign wealth funds, and large corporations.

The role focuses on credit underwriting and analysis, legal diligence, and preparing comprehensive credit materials for key stakeholders. It also supports ongoing monitoring and project management related to limited partner exposure across the Fund Finance portfolio. The position requires collaboration with senior bankers, Credit partners, Independent Risk Management partners, and other Wells Fargo business lines.

The position is subject to FINRA background screening and ongoing regulatory requirements. Required registrations for FINRA Series 63 or 66, FINRA Series 79, and the Securities Industry Essentials (SIE) exam must be completed within 90 days of hire if they are not available for transfer upon hire. The listed pay range is $100,000–$110,000. Posting locations are Charlotte, North Carolina, and New York, New York.

Requirements

• At least 6 months of Corporate Banking Relationship Management experience, or equivalent demonstrated through work experience, training, military experience, or education.
• Ability to work effectively both independently and as part of a team.
• Ability to work in a fast-paced, deadline-driven environment.
• Strong technical, financial analysis, and analytical skills.
• Excellent verbal, written, and interpersonal communication skills.
• Effective organizational, multitasking, and prioritization skills.
• Solid problem-solving and decision-making skills.
• Strong attention to detail and accuracy.
• Professional presentation skills.
• Complete FINRA Series 63 or 66 registration within 90 days of hire if not available for transfer upon hire.
• Complete FINRA Series 79 registration within 90 days of hire if not available for transfer upon hire.
• Complete the Securities Industry Essentials (SIE) exam within 90 days of hire if not available for transfer upon hire.
• Meet FINRA background screening requirements and ongoing regulatory requirements.

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 focused on finance.
• Experience with Microsoft Office Suite, especially Excel and PowerPoint.
• Familiarity with private equity funds.

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 analyses 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, and geopolitical events and their potential portfolio impacts.
• Liaise with senior bankers, Credit partners, and other lines of business across Wells Fargo.
• Participate in monitoring, documenting, and covering 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.
• Complete required FINRA and SIE registrations within 90 days of hire if they are not available for transfer upon hire.
• Follow applicable risk and compliance programs, Wells Fargo policies and procedures, and related escalation and remediation obligations.

What This Job Offers

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