About this role:
Wells Fargo, CIB Fund Finance Group is seeking an Investment Banking Vice President to join its Charlotte or New York office.
The Fund Finance Group provides financing to private equity funds and other asset managers through structured credit facilities. Fund Finance is part of the Corporate and Investment Bank (CIB). A Vice President on the Fund Finance Group will cover a portfolio of existing and prospective clients (fund sponsors) and will be part of lean deal teams that include senior and junior team members. The Vice President role includes structuring, legal negotiation, credit analysis, and execution of new subscription facilities as well as maintenance (including ongoing credit, re-structuring, and legal work), collateral analysis, and monitoring of existing Fund Finance credit facilities.
In this role, you will:
Manage day-to-day job responsibilities for new deals including:
- Creating pitches/term sheets;
- Preparing borrowing base calculations in Excel;
- Leading due diligence meetings;
- Act as the lead banker on driving internal underwriting and credit approval process, including writing detailed credit memos and leading internal discussions with credit partners;
- Working closely with internal and external counsel to negotiate legal documentation;
- Work with clients to understand financing needs and provide tailored solutions including structuring transaction deal terms; and
- Working closely with analysts and internal partners to manage internal compliance, booking, and funding processes.
Manage day-to-day job responsibilities for existing deals including:
- Maintaining client relationships, including researching and reconciling questions/discrepancies and proactively ensuring that all deal requirements are met;
- Negotiation, structuring, and execution of amendments and other facility modifications;
- Supporting team members in collateral analysis and compliance tracking;
- Monitoring financial performance and internal credit ratings of borrowers and limited partners;
- Periodic client due diligence;
- Annual reviews; and
- Contributing to portfolio analysis across the broader Fund Finance Group portfolio.
All aspects of the role include meaningful direct client interaction and interaction with Credit partners. The Fund Finance team also works closely with a dedicated Syndications team, other product groups (e.g. FX and treasury management), and relationship coverage platforms across the institution.
Required Qualifications:
- 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 7+ years of front office or credit experience at a major firm with a focus in finance
- Bachelor’s Degree in Business, Finance, Accounting, Math, Economics or Engineering (or MBA)
- Experience reading, negotiating, and/or interpreting legal documents
- Deal origination & credit underwriting experience
- Experience in structured finance or investment banking is preferred
- Direct client interaction experience, including experience leading relevant transaction elements and interacting with senior decision makers
- Leadership experience and/or experience training others in a relevant professional capacity
- Analytical thinker. Able to make decisions and recommendations that are well-reasoned
- 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 is a must
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
- Experience with originating and monitoring subscription facilities, asset backed finance, securitization, or other structured products
- Ability to work effectively, as well as independently, in a team environment
- Ability to work in a fast-paced, deadline driven environment
- Familiarity with private equity funds.
- Very comfortable and efficient in Excel. Experience writing formulas; organizing, analyzing, and formatting data; and recognizing and auditing errors
- Able to review and interpret financial statements
- Experience monitoring covenants and client reporting
- Formal credit training program experience.
Job Expectations:
- Ability to travel up to 15% of the time.
- Willingness to work 55-70+ hours per week, depending on workload.
- Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
- Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
- Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
- 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.
- 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.
Location:
Charlotte, NC
New York, NY
Base Salary:
$275,000
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$185,000.00 - $300,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
22 Feb 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
