Strategic Investment Associate- Venture Capital

Wells Fargo & Company•New York, NY

4d•$143,000 - $224,000•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 investment opportunities. Working alongside senior investment professionals, this individual will play a key role in the investment lifecycle, from underwriting and due diligence through portfolio monitoring and value creation. The ideal candidate will combine strong analytical capabilities, financial modeling expertise, intellectual curiosity, and a passion for technology and innovation. This role offers significant exposure to venture capital and private equity transactions while partnering closely with internal stakeholders and external industry participants.

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

Nice To Haves

2+ years of experience in investment banking
Completion of, or expected completion of, a formal investment banking analyst or associate training program
Strong financial modeling and valuation capabilities, including experience with discounted cash flow analysis, comparable company analysis, precedent transactions, and scenario analysis
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, verbal, and interpersonal communication skills
High degree of integrity, professionalism, accountability, and teamwork
Self-starter with the ability to manage multiple workstreams and thrive in a fast-paced, entrepreneurial environment
Relevant graduate degree preferred.

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, restructurions, 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