Strategic Investment Associate- Venture Capital

Wells Fargo Bank•New York, NY

3d•Onsite

About The Position

The Strategic Investments team is seeking a highly motivated investment professional to support the sourcing, evaluation, execution, and portfolio management of strategic investments across the technology and fintech ecosystem. Working alongside experienced investment professionals, this individual will play an integral role throughout the investment lifecycle, including thematic research, due diligence, underwriting, transaction execution, portfolio monitoring, and value creation initiatives. The ideal candidate will combine strong analytical capabilities, financial modeling expertise, intellectual curiosity, and a passion for technology and innovation. This role provides significant exposure to venture capital and growth equity investing while partnering closely with portfolio company management teams, co-investors, and business leaders across Wells Fargo.

Requirements

2+ years of experience in Strategic Investment Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2+ years of investment banking, private equity, venture capital, growth equity, strategic investing, corporate development, or related transaction experience
2+ years of financial modeling and valuation experience, including discounted cash flow analysis, comparable company analysis, precedent transactions, scenario analysis, and cap table modeling
2+ years of experience analyzing technology, fintech, financial infrastructure, enterprise software, data & analytics, cybersecurity, payments, wealth technology, or capital markets businesses

Nice To Haves

Completion of, or expected completion of, a formal investment banking analyst or associate training program
Exceptional analytical, quantitative, and problem-solving skills with strong attention to detail
Solid accounting and financial statement analysis skills
Experience evaluating, structuring, and executing private equity, venture capital, growth equity, or credit-related transactions
Demonstrated interest in, or experience within, fintech, financial services, wealth tech, or broader technology sectors
Advanced proficiency in Microsoft Excel, PowerPoint, Word, and Outlook
Excellent written and verbal skills

Responsibilities

Support the identification, evaluation, execution, and ongoing monitoring of investment opportunities as part of an established deal team
Conduct portfolio management activities, industry analysis, market research, and competitive intelligence to support investment decision-making
Gather, analyze, and synthesize complex data sets, leveraging advanced analytics and leading AI-enabled research tools
Develop and maintain financial models related to prospective and existing investments, including valuation analyses, scenario modeling, restructurings, recapitalizations, and liquidity events
Assist in the preparation of investment committee memoranda, transaction materials, and portfolio reviews
Coordinate with internal stakeholders to facilitate transaction approvals, documentation, execution, and investment booking processes
Build and maintain relationships across the venture capital, private equity, and broader innovation ecosystem, while partnering closely with internal teams including Investment Banking, Wealth & Investment Management, and Innovation