About this role:

Wells Fargo is seeking a Associate Strategic Investment Specialist for our Strategic Capital team. Learn more about the career areas and business divisions at wellsfargojobs.com. 

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 engagementsWork 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 managementWork closely with senior private capital specialists to assess new investment opportunities as well as direct lending opportunities for Overland AdvantageDevelop investor evaluation materials for capital advisory assignments and help manage investor outreach process logisticsDevelop financial models related to assigned new opportunitiesComplete due diligence requests, legal entity work, execution/closing processes, and other activities to prepare transactions for closingParticipate in the evaluation and ongoing monitoring of investments and loans as part of a deal teamDevelop 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 developmentMentor 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 experienceFamiliarity with evaluating and executing transactions related to both the private and traditional institutional marketsExcellent verbal, written, and interpersonal communication skills.Strong integrity, work ethic, and a team player. High level of initiative and accountabilityAbility to work independently or in teams and thrive in a fast paced, loosely-structured, entrepreneurial environmentFinancial Modeling experienceFinancial Analysis experienceAdvanced in Microsoft Office Suite-Excel, Outlook, Word and PowerPointStrong analytical skills, attention to detail and organization, and ability to solve complex or abstract problemsBachelor’s degree in Accounting, Finance, Economics, Engineering, Business or related field 

Job Expectations:

Ability to travel to different client markets as needed (<50% of time)Hybrid work model

Posting Location:

550 S Tryon Street Charlotte, NC 282021000 Louisiana Street Houston, TC 77002150 E 42nd Street New York, New York 10017

Base Salary Range

New York City, New York: $143,000.00-$224,000.00

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.

#CommercialBanking

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$119,000.00 - $224,000.00

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 benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursement

Posting End Date:

28 Sep 2025

*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.