Executive Director, Senior Lead Investment Banker, Fund Finance

$249,500 - $518,300/Yr

Wells Fargo - Charlotte, NC

Full-time - Senior

Charlotte, NC

Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking an Investment Banking Executive Director to join its Fund Finance Group, which provides financing to private equity funds and asset managers through structured credit facilities. The role involves managing a portfolio of clients, leading underwriting processes, and collaborating with senior bankers and junior team members to execute transactions and maintain client relationships.

Responsibilities

• Manage day-to-day job responsibilities for new deals including creating pitches/term sheets alongside senior originating bankers.
• Partner with senior originating bankers to drive legal document negotiation, deal structuring, and presentations to credit partners.
• Act as the lead banker on internal underwriting and credit approval processes, including writing detailed credit memos and leading internal discussions with credit partners.
• Work closely with internal and external counsel to negotiate legal documentation.
• Lead due diligence meetings and various client interactions related to new and existing transactions.
• Oversee and manage junior resources in all aspects of deal origination and ongoing portfolio management.
• Work with clients to understand financing needs and provide tailored solutions including structuring transaction deal terms.
• Manage day-to-day job responsibilities for existing deals including leading all portfolio management activities for a portfolio of transactions/clients.
• Negotiate, structure, and execute amendments and other facility modifications.
• Support team members in collateral analysis and compliance tracking.
• Monitor financial performance and internal credit ratings of borrowers and limited partners.
• Conduct periodic client due diligence and annual reviews.
• Contribute to portfolio analysis across the broader Fund Finance Group portfolio.

Requirements

• 10+ years of Investment Banking experience, or equivalent demonstrated through work experience, training, military experience, or education.
• 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.
• Ability to manage a high-volume workload while maintaining excellence and consistency of work.
• Excellent verbal, written, and interpersonal communication skills.
• Experience with originating and monitoring subscription facilities, asset backed finance, securitization, or other structured products.
• Familiarity with private equity funds.
• Very comfortable and efficient in Excel.

Nice-to-haves

• Experience monitoring covenants and client reporting.
• Formal credit training program experience.
• Bachelor's Degree in Business, Finance, Accounting, Math, Economics or Engineering (or MBA).

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement