Strategic Investment Specialist

at  Wells Fargo

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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

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, educatio

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 finance, Economics, Environmental Sciences, Engineering, Business or related fiel

Wells Fargo is seeking a Strategic Investment Specialist as part of Commercial Banking. Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Assist in identifying new private capital opportunities for both our direct investing business as well as third party capital advisory engagements
• 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
• Identify risk and reward in investment opportunities
• Participate in the evaluation and ongoing monitoring of investments as part of a deal team
• Develop network contacts 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 finance, Economics, Environmental Sciences, Engineering, Business or related field

Job Expectations:

• Ability to travel to different client markets as needed (
• Registration FINRA Series 63 must be completed within 180 days of hire date if it is not available for transfer upon hire.
• Registration for FINRA Series 79 must be completed within 180 days of hire date if it is not available for transfer upon hire.
• 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.

Additional Information:

• This position is not eligible for Visa Sponsorship
• Posting may come down early based on applicant volume
• Salary ranges for this role are $120,400-$250,000 annually