Wells Fargo

Wells Fargo Strategic Capital Vice President

Wells Fargo$150K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in Strategic Investment Management or equivalent
  • 5+ years in leveraged finance, capital markets, private capital, private equity, investment banking, or corporate banking
  • Strong analytical and problem-solving skills
  • Proven ability to create financial models independently
  • Excellent communication and interpersonal skills
  • Demonstrated integrity, work ethic, and accountability
  • Bachelor's degree in Accounting, Finance, Economics, Engineering, Business or related field

Responsibilities

  • Identify new private capital opportunities for direct and third-party investing
  • Collaborate with senior specialists to explore client opportunities
  • Evaluate investment/loan opportunities through risk and reward analysis
  • Analyze investment committee materials and present new opportunities
  • Develop investor evaluation materials and manage outreach logistics
  • Create financial models for new opportunities
  • Handle due diligence and closing processes for transactions
  • Manage investment and loan evaluations and closures
  • Build internal and external networks to enhance business development
  • Mentor and supervise less experienced team members

Benefits

  • Hybrid work model of 4 days in the office and 1 day remote
  • Opportunities for professional growth and mentorship
  • Exposure to diverse investment and capital advisory engagements
  • Collaboration with a dedicated and experienced team
  • Chance to build a vast professional network across financial markets
Full Job Description
About this role:

Wells Fargo is seeking a Vice President Strategic Investment Specialist for our Strategic Capital team.

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
  • In coordination with a senior Private Capital Specialist, work with clients and prospects to find additional opportunities for both Strategic Capital and Overland Advantage
  • Lead the evaluation of investment/loan opportunities with appropriate lens of risk and reward and overall portfolio construction
  • Work with the Strategic Capital deal team to analyze, craft investment committee materials and present new investment and loan opportunities, as well as work closely with Private Capital Specialists to assess new Overland credit opportunities
  • 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
  • Manage the evaluation and closing of investments and loans
  • Develop internal network contacts across Wells Fargo as well as externally across financial intermediaries (boutique debt placement firms, private equity firms, etc.) to help drive opportunities for business development
  • Supervise and mentor the team of less experienced individual contributors


Required Qualifications:
  • 5+ 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:
  • 5+ years work experience in one or a combination of: leveraged finance, capital markets, private capital, private equity, investment banking coverage, commercial/corporate banking or equivalent experience
  • Strong analytical skills, attention to detail and organization, and ability to solve complex or abstract problems
  • Strong Financial Modeling experience - proven ability to create customized three-statement models independently
  • 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
  • Strong Financial Modeling experience - proven ability to create customized three-statement models independently
  • Advanced in Microsoft Office Suite-Excel, Outlook, Word and PowerPoint
  • Bachelor's degree in Accounting, Finance, Economics, Engineering, Business or related field


Job Expectations:
  • Ability to travel to different client/prospect markets as needed (
  • Hybrid work model, 4 days in the office and 1 day remote


Location:
  • 550 S. Tryon St., Charlotte, NC
  • 1000 Louisiana St. Houston, TX


Posting End Date:

2 Sep 2026
*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

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Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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