Serve as lead banker on fund finance transactions: prepare pitches and term sheets, perform borrowing base calculations, lead due diligence and underwriting, write credit memos, negotiate legal documentation, structure and execute deals, manage compliance/booking/funding, maintain client relationships, monitor borrower financial performance, support collateral analysis, and contribute to portfolio analysis and annual reviews.
At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.
Wells Fargo Bank N.A. seeks a Vice President Lead Investment Banker in New York, NY.
Job Role and Responsibility:
Create pitches/term sheets. Prepare borrowing base calculations in Excel. Lead due diligence meetings. Act as the lead banker on driving internal underwriting and credit approval process, including writing detailed credit memos and leading internal discussions with credit partners. Work closely with internal and external counsel to negotiate legal documentation. Work with clients to understand financing needs and provide tailored solutions including structuring transaction deal terms. Work closely with analysts and internal partners to manage internal compliance, booking, and funding processes. Maintain client relationships, including researching and reconciling questions/discrepancies and proactively ensuring that all deal requirements are met. Negotiation, structuring, and execution of 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. Periodic client due diligence. Annual reviews. Contribute to portfolio analysis across the broader Fund Finance Group portfolio. Remote / telecommute work available, up to 1 day per week. Position must appear in person at the location listed as the work address.
Travel required: 0%
Required Qualifications:
Degree required: Bachelor's degree in Finance, Management, Mathematics, Economics, or related field.
Amount and type of experience required: Five (5) years of experience in the job offered or in a related position involving investment banking experience.
Specific skills required:
• Five (5) years of front office or credit experience at a major firm with a focus in finance; • Experience with deal origination and credit underwriting; • Direct client interaction experience, including experience leading relevant transaction elements and interaction with senior decision makers; • Leadership experience or experience training others in a relevant professional capacity; • Experience with originating and monitoring subscription facilities, asset backed finance, securitization, or other structured products.
Salary: $185,000 - $300,000
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$0.00 - $0.00
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.
17 Jul 2026
* 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.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.
Wells Fargo Bank N.A. seeks a Vice President Lead Investment Banker in New York, NY.
Job Role and Responsibility:
Create pitches/term sheets. Prepare borrowing base calculations in Excel. Lead due diligence meetings. Act as the lead banker on driving internal underwriting and credit approval process, including writing detailed credit memos and leading internal discussions with credit partners. Work closely with internal and external counsel to negotiate legal documentation. Work with clients to understand financing needs and provide tailored solutions including structuring transaction deal terms. Work closely with analysts and internal partners to manage internal compliance, booking, and funding processes. Maintain client relationships, including researching and reconciling questions/discrepancies and proactively ensuring that all deal requirements are met. Negotiation, structuring, and execution of 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. Periodic client due diligence. Annual reviews. Contribute to portfolio analysis across the broader Fund Finance Group portfolio. Remote / telecommute work available, up to 1 day per week. Position must appear in person at the location listed as the work address.
Travel required: 0%
Required Qualifications:
Degree required: Bachelor's degree in Finance, Management, Mathematics, Economics, or related field.
Amount and type of experience required: Five (5) years of experience in the job offered or in a related position involving investment banking experience.
Specific skills required:
• Five (5) years of front office or credit experience at a major firm with a focus in finance; • Experience with deal origination and credit underwriting; • Direct client interaction experience, including experience leading relevant transaction elements and interaction with senior decision makers; • Leadership experience or experience training others in a relevant professional capacity; • Experience with originating and monitoring subscription facilities, asset backed finance, securitization, or other structured products.
Salary: $185,000 - $300,000
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$0.00 - $0.00
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 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
17 Jul 2026
* 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.
Wells Fargo New York, New York, USA Office
150 E 42nd Street, New York, NY, United States, 10017
Wells Fargo New York, New York, USA Office
500 West 33rd Street Manhattan, New York, NY, United States, 10001
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