Syndications Vice President

Wells Fargo•Charlotte, NC

1d•Onsite

About The Position

Wells Fargo is seeking a Commercial Banking Syndication Vice President within the Commercial Banking Syndications team. In this role, you will collaborate with deal teams to develop pitch materials to win new mandates and maintain portfolio leads. You will execute the syndication marketing process, including preparation and distribution of information memorandums and presentations for potential investors. You will communicate with external lending partners on opportunities, including discussions of lender appetite and assisting with due diligence. You will work with legal counsel to address legal documentation issues, partner with deal teams and internal operations to manage the execution and closing processes, and participate in loan market research tasks. This role includes direct interaction with lending partners and clients. Commercial Banking Syndications also interacts with credit, relationship managers, and other syndication teams within the organization.

Requirements

5+ years of Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Ability to travel 20%
Visa sponsorship is not available for this opportunity
US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. Compliance with state law registration and licensing requirements is mandatory. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required. This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Nice To Haves

Bachelor’s Degree in Business, Finance, Accounting, Math or Economics (or MBA)
Experience in loan syndications, debt capital markets, private debt markets or structured finance
Experience in investment banking or corporate banking
Front office or credit experience at a major firm with a focus in finance
Completion of a formal credit training program
Credit underwriting experience
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
Ability to work effectively both independently and in a team environment
Ability to work in a fast-paced deadline driven environment
High level of personal motivation. Does more than what is asked for and anticipates questions/issues
Ability to manage a high-volume workload while maintaining excellence and consistency of work
Ability to quickly change focus and stay organized
Proficiency in Microsoft Excel, Word and PowerPoint

Responsibilities

Collaborate with deal teams to develop pitch materials to win new mandates and maintain portfolio leads
Execute the syndication marketing process, including preparation and distribution of information memorandums and presentations for potential investors
Communicate with external lending partners on opportunities, including discussions of lender appetite and assisting with due diligence
Work with legal counsel to address legal documentation issues
Partner with deal teams and internal operations to manage the execution and closing processes
Participate in loan market research tasks