See all roles

Wells Fargo Strategic Capital Associate

Work from home Full-time role Hiring

About this role: Wells Fargo is seeking a Associate Strategic Investment Specialist for our Strategic Capital team. Learn more about the career areas and business divisions at wellsfargojobs.com. 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
  • Work with the Strategic Capital deal team to analyze new and existing investment opportunities, prepare investment committee materials and present such opportunities for consideration by senior management
  • Work closely with senior private capital specialists to assess new investment opportunities as well as direct lending opportunities for Overland Advantage
  • 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
  • Participate in the evaluation and ongoing monitoring of investments and loans as part of a deal team
  • Develop internal network contacts across the commercial banking footprint as well as externally across financial intermediaries (boutique debt placement firms, private equity firms, etc.) to help drive opportunities for business development
  • Mentor and train less experienced staff

Required Qualifications:

  • 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

Desired Qualifications:

  • 2+ years work experience in one or a combination of: leveraged finance, capital markets, private capital, private equity, investment banking coverage or equivalent experience
  • 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
  • Financial Modeling experience
  • Financial Analysis experience
  • Advanced in Microsoft Office Suite-Excel, Outlook, Word and PowerPoint
  • Strong analytical skills, attention to detail and organization, and ability to solve complex or abstract problems
  • Bachelor’s degree in Accounting, Finance, Economics, Engineering, Business or related field

Job Expectations:

  • Ability to travel to different client markets as needed (Apply tot his job

Apply To this Job

You might like

Lead Commercial Valuations Specialist

Work from home Full-time role

Senior Lead Treasury Management Consultant

Work from home Full-time role

Senior Technology Business Systems Consultant

Work from home Full-time role

Regional Coach - Minnesota - Full-time

Work from home Full-time role

CSR - Medicaid Member Support

Work from home Full-time role

Quality Assurance Associate III

Work from home Full-time role

Homeoffice CAG - Fraud Investigation Services Associate III

Work from home Full-time role

Customer Service Representative / Remote

Work from home Full-time role

Sales Manager, Cosmetics & Personal Care (Remote) in USA

Work from home Full-time role

Freelance Hair and Makeup – eCommerce Photography Studio – Straub Collaborative – Portland, OR

Work from home Full-time role

Urgently Hiring: Need Education Specialist, Digital and Virtual

Work from home Full-time role

Urgently Hiring: Product Services Agent (Part-time)

Work from home Full-time role

Experienced Remote Live-Chat Customer Support Representative – Part-Time Opportunity for Exceptional Communicators and Problem Solvers

Work from home Full-time role

Remote Data Entry Specialist – Full‑Time Entry‑Level Position with arenaflex

Work from home Full-time role

Amazon Customer Service Center – FULL TIME – Work From Home Up To $35 Hour

Work from home Full-time role

Director, Privacy & Security Enterprise Engagement

Work from home Full-time role

Steuerfachkraft (m/w/d) in Kißlegg mindestens 52.000€ - 100% Remote möglich

Work from home Full-time role

Part Time Data Entry Opportunity at Netflix - $20/Hour (Flexible Schedule, Remote Work)

Work from home Full-time role

Experienced Online Chat Support Representative – Delivering Exceptional Customer Experiences at arenaflex

Work from home Full-time role

Experienced Full Stack Data Entry Clerk – Remote Workforce Management and Data Administration

Work from home Full-time role