Lead Strategic Investment Specialist

4 days ago


Houston, Texas, United States Wells Fargo Full time
About this Role

Wells Fargo is seeking a highly skilled Lead Strategic Investment Specialist to join our Strategic Capital group. As a key member of our team, you will be responsible for identifying new private capital opportunities and leading the development of investor evaluation materials.

Key Responsibilities
  • Identify and evaluate new private capital opportunities for direct investing and third-party capital advisory engagements
  • Develop and manage investor evaluation materials, including financial models and due diligence requests
  • Lead the execution of transactions, including closing processes and risk management
  • Collaborate with deal teams to evaluate and monitor investments
  • Develop and maintain relationships with network contacts to drive business development
  • Mentor and train less experienced staff
Requirements
  • 5+ years of experience in Strategic Investment Management or equivalent
  • Strong analytical and problem-solving skills, with excellent communication and interpersonal skills
  • Ability to work independently and as part of a team, with a high level of initiative and accountability
Benefits
  • Competitive salary and bonus structure
  • Comprehensive benefits package, including health insurance, 401(k) plan, and paid time off
  • Opportunities for professional growth and development
Location
  • Charlotte, NC
  • New York, NY
  • Houston, TX


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