Corporate Debt Finance Program Analyst

2 weeks ago

Charlotte, North Carolina, United States WELLS FARGO Full time

Wells Fargo is seeking an Investment Banking Analyst to join their Corporate Debt Finance (CDF) team within the Structured Products Group (SPG). Corporate Debt Finance provides capital to asset managers and other non-bank financial institutions through structured credit facilities and collateralized loan obligations.

In this role, you will:

  • Assist in the marketing, origination, execution and portfolio management of lending facilities and capital markets transactions
  • Work as part of a client coverage team in creating pitch books, marketing materials for securitizations
  • Develop rating agency presentations, term sheets, underwriting memos, as well as negotiating legal documentation
  • Support senior bankers on the deal team, through active involvement in all aspects of the deal origination and execution process
  • Closely partner with various constituencies across Wells Fargo, including Credit Risk, Sales and Trading, Syndicate, Investment Banking Coverage, Corporate Banking Coverage, DCM, Leveraged Finance, Compliance, and Legal
Required Qualifications
  • 6+ months financial services industry experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications
  • 1+ years prior Investment Banking or Analyst Training Program experience, prior experience in structured products and/or capital market a plus
  • Prior experience in or related to securitization is a plus
  • Strong analytical and quantitative skills
  • Intermediate Microsoft Office Skills (Outlook, Word, Excel, PowerPoint)
  • Dedication to building a career in the financial services industry
  • The ability to operate with urgency and prioritize work accordingly
  • Proven ability to take on significant responsibility with a sense of personal accountability and urgency for achieving results
  • Willingness to work long hours in a demanding, highly focused, and collaborative team environment
  • Energetic self-starter who is flexible, organized, conscientious, proactive, and detail-oriented
  • Highly refined and professional verbal and written communications
  • Product knowledge, technical expertise, transaction execution and negotiation skills
  • A BS/BA degree or higher in business administration, economics, finance, or related field
Job Expectations
  • Ability to travel up to 10% of the time
  • Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • 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. FINRA recognized equivalents will be accepted.

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Posting End Date

27 May 2024

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.

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