About this role:
Wells Fargo is seeking an Investment Banking Vice President for the Leveraged Underwriting group within Corporate and Investment Banking (CIB). The position is focused on underwriting, structuring, and executing complex, fast-moving, leveraged transactions that support Corporate and Sponsor clients across a diverse range of industries within Wells Fargo’s Leveraged Underwriting Group. This role will work closely with Leveraged Finance Debt Capital Markets (DCM), Sponsor Coverage, Capital Management, Industry Coverage, and Equity Capital Markets (ECM) teams to originate and execute new transactions.
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
In this role, you will:
- Lead the underwriting and partner with Leveraged Finance and Sponsor Coverage to structure and execute complex, fast-moving, leveraged acquisition finance, financial sponsor, and pre-IPO transactions, directing the credit and distribution approval processes to support new originations
- Drive the coordination with Leveraged Finance, Sponsor Coverage, Portfolio Management, and Industry Coverage partners to seamlessly execute on new client originations
- Oversee deal teams responsible for complex transaction and credit analysis including in- depth due diligence, financial analysis and modeling, comp analysis, industry diligence, and the creation of concise credit approval recommendations to support leveraged finance transactions
- Partner with broader deal team to represent the transaction to Independent Risk Management and senior leadership for credit and distribution approvals
- Maintain active knowledge of the leveraged finance market, comparative transactions, and structural trends to support proposed structuring and pricing of transaction
- Support the negotiation of key financial structures, credit agreements, and legal documentation issues necessary to successfully originate and syndicate financing commitments
- Engage in discussions with external constituents including financial sponsors and corporate clients
- Demonstrate a strong understanding of Wells Fargo’s credit risk policies, risk appetite and underwriting guidelines
- Support, manage, and train junior bankers
Required qualifications:
- 5+ years of corporate underwriting experience, leveraged finance, or capital markets experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired qualifications:
- Experience across leveraged finance, acquisition finance and/or sponsor-related finance activities
- Extensive corporate underwriting experience with a strong understanding of accounting, financial statement analysis, complex capital structures, financial modeling, and acquisition processes
- Thorough capital structure knowledge, legal, and documentation expertise
- Ability to work in a matrixed, fast-paced, deadline-driven environment across broad deal teams
- Ability to thoroughly and quickly analyze transactions and communicate findings in a concise manner to senior audiences
- Excellent verbal, written, and interpersonal communication skills with an ability to effectively communicate to internal and external constituents
- Strong analytical skills with high attention to detail and accuracy
- Strong organizational, multi-tasking, and prioritizing skills
- High level of initiative and accountability
- Ability to effectively lead deal teams, train and mentor juniors, and support a diverse, inclusive and collaborative environment
Job Expectations
- 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
- 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
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of 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.
- Up to 10% travel
Posting Locations:
- 500 West 33rd St. - New York, New York 10001
- 550 S Tryon St. – Charlotte, North Carolina 28202
New York Pay Range: $275,000-$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:
26 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.
