About this role:

Wells Fargo is seeking a Associate Strategic Investment Specialist for our Strategic Capital team.  This position will work on opportunities supporting our general industries and healthcare investing/lending teams.  Learn more about the career areas and business divisions at . 

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 (<25% of time)
• Hybrid work model, 4 days in the office and 1 day remote

Posting Location:

• 550 S Tryon Street Charlotte, NC 28202
• 1000 Louisiana Street Houston, TX 77002

Posting End Date:

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