Wells Fargo Strategic Capital Vice President

About the role

Wells Fargo is seeking a Vice President Strategic Investment Specialist for our Strategic Capital team. In this role, you will assist in identifying new private capital opportunities for both our direct investing/lending business (including our Overland Advantage direct lending business) as well as third party capital advisory engagements.

Responsibilities

• Coordinate with a senior Private Capital Specialist to work with clients and prospects to find additional opportunities for both Strategic Capital and Overland Advantage
• Lead the evaluation of investment/loan opportunities with appropriate lens of risk and reward and overall portfolio construction
• Work with the Strategic Capital deal team to analyze, craft investment committee materials and present new investment and loan opportunities
• Work closely with Private Capital Specialists to assess new Overland credit opportunities
• Develop investor evaluation materials for capital advisory assignments and help manage investor outreach process logistics
• Develop financial models related to assigned new opportunities
• Complete due diligence requests, legal entity work, execution/closing processes, and other activities to prepare transactions for closing
• Manage the evaluation and closing of investments and loans
• Develop internal network contacts across Wells Fargo as well as externally across financial intermediaries (boutique debt placement firms, private equity firms, etc.) to help drive opportunities for business development
• Supervise and mentor the team of less experienced individual contributors

Requirements

• 5+ years of experience in Strategic Investment Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Qualifications

• 5+ years work experience in one or a combination of: leveraged finance, capital markets, private capital, private equity, investment banking coverage, commercial/corporate banking or equivalent experience
• Strong analytical skills, attention to detail and organization, and ability to solve complex or abstract problems
• Strong Financial Modeling experience – proven ability to create customized three-statement models independently
• Familiarity with evaluating and executing transactions related to both the private and traditional institutional markets
• Excellent verbal, written, and interpersonal communication skills
• Strong integrity, work ethic, and a team player; high level of initiative and accountability
• Ability to work independently or in teams and thrive in a fast paced, loosely-structured, entrepreneurial environment
• Advanced in Microsoft Office Suite – Excel, Outlook, Word and PowerPoint
• Bachelor’s degree in Accounting, Finance, Economics, Engineering, Business or related field