About this role:

The Strategic Investments team is seeking a highly motivated investment professional to support the sourcing, evaluation, execution, and portfolio management of strategic investments across the technology and fintech ecosystem. Working alongside experienced investment professionals, this individual will play an integral role throughout the investment lifecycle, including thematic research, due diligence, underwriting, transaction execution, portfolio monitoring, and value creation initiatives.

The ideal candidate will combine strong analytical capabilities, financial modeling expertise, intellectual curiosity, and a passion for technology and innovation. This role provides significant exposure to venture capital and growth equity investing while partnering closely with portfolio company management teams, co-investors, and business leaders across Wells Fargo.

In this role, you will:

• Support the identification, evaluation, execution, and ongoing monitoring of investment opportunities as part of an established deal team
• Conduct portfolio management activities, industry analysis, market research, and competitive intelligence to support investment decision-making
• Gather, analyze, and synthesize complex data sets, leveraging advanced analytics and leading AI-enabled research tools
• Develop and maintain financial models related to prospective and existing investments, including valuation analyses, scenario modeling, restructurings, recapitalizations, and liquidity events
• Assist in the preparation of investment committee memoranda, transaction materials, and portfolio reviews
• Coordinate with internal stakeholders to facilitate transaction approvals, documentation, execution, and investment booking processes
• Build and maintain relationships across the venture capital, private equity, and broader innovation ecosystem, while partnering closely with internal teams including Investment Banking, Wealth & Investment Management, and Innovation

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

• 2+ years of investment banking, private equity, venture capital, growth equity, strategic investing, corporate development, or related transaction experience
• 2+ years of financial modeling and valuation experience, including discounted cash flow analysis, comparable company analysis, precedent transactions, scenario analysis, and cap table modeling
• 2+ years of experience analyzing technology, fintech, financial infrastructure, enterprise software, data & analytics, cybersecurity, payments, wealth technology, or capital markets businesses

Desired Qualifications:

• Completion of, or expected completion of, a formal investment banking analyst or associate training program
• Exceptional analytical, quantitative, and problem-solving skills with strong attention to detail
• Solid accounting and financial statement analysis skills
• Experience evaluating, structuring, and executing private equity, venture capital, growth equity, or credit-related transactions
• Demonstrated interest in, or experience within, fintech, financial services, wealth tech, or broader technology sectors
• Advanced proficiency in Microsoft Excel, PowerPoint, Word, and Outlook
• Excellent written and verbal skills

Job Expectations:

• Role is not eligible for visa sponsorship

Posting Location:

• 150 E 42nd Street New York, New York 10017

Base Salary Range

• New York, New York $150,000.00 - $150,000.00 USD Annual
• Salary range is determined by location of the job. May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards.

Pay Range
 

Posting End Date:

*Job posting may come down early due to volume of applicants.