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Wells Fargo · 11 hours ago

Investment Banking, Executive Director - Fund Finance

Charlotte, NC

Full-time

Onsite

Mid, Senior Level

$215K/yr - $355K/yr

7+ years exp

Wells Fargo is a leading financial services company, and they are seeking an Investment Banking Executive Director to join their Fund Finance Group. This role involves maintaining and expanding client relationships, sourcing new transactions, and overseeing the credit underwriting process for private equity funds and asset managers.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Maintaining and expanding existing relationships

Sourcing of new transactions across the FFG product suite

Creating and delivering of marketing pitchbooks

Partnering with FFG's Fund Solutions platform for NAV and Structured Product transactions as well as Syndications for transaction distribution

Structuring and negotiating of term sheets

Working with clients to understand financing needs and provide tailored solutions

Driving the legal documentation process for new originations as well as the oversight for amendments (extensions, upsizes etc.)

Oversight of the credit underwriting and approval process

Leading due diligence meetings and various client interactions related to new and existing transactions

Management/Mentoring of deal teams in all aspects of deal origination and ongoing portfolio management

Qualification

Investment Banking experienceDeal origination experienceCredit underwriting experienceStructured finance experienceClient interaction experienceLegal document negotiationAnalytical skillsExcel proficiencyLeadership experienceManage workloadPrivate equityFinancial statement interpretationCovenant monitoringFormal credit trainingMBARelevant degreeCommunication skillsTeamwork abilityHigh personal motivationAttention to detail

Required

7+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Preferred

10+ years of front office or credit experience at a major firm with a focus in finance

Direct client interaction experience, including experience leading relevant transaction elements and interacting with senior decision makers

Deal origination & credit underwriting experience acting in a senior / lead capacity

Experience reading, negotiating, and/or interpreting legal documents

Experience in structured finance or investment banking is preferred

Leadership experience and/or experience training others in a relevant professional capacity

Strong analytical skills with high attention to detail and accuracy

Analytical thinker. Able to make decisions and recommendations that are well-reasoned

High level of personal motivation. Does more than what is asked for and anticipates questions/issues

Ability to manage a high-volume workload while maintaining excellence and consistency of work. Ability to quickly change focus and stay organized is a must

Excellent verbal, written, and interpersonal communication skills

Experience with originating and monitoring subscription facilities, asset backed finance, securitization, or other structured products

Ability to work effectively, as well as independently, in a team environment

Ability to work in a fast-paced, deadline-driven environment

Familiarity with private equity funds

Very comfortable and efficient in Excel. Experience writing formulas; organizing, analyzing, and formatting data; and recognizing and auditing errors

Able to review and interpret financial statements

Experience monitoring covenants and client reporting

Formal credit training program experience

Bachelor's Degree in Business, Finance, Accounting, Math, Economics or Engineering (or MBA)