At a Glance
- Tasks: Lead investment banking transactions and manage relationships with top financial sponsors.
- Company: Join Wells Fargo, a global leader in financial services with a diverse and inclusive culture.
- Benefits: Competitive salary, career growth opportunities, and a collaborative work environment.
- Other info: Fast-paced environment with opportunities for personal and professional development.
- Why this job: Be part of an innovative team shaping the future of fund finance.
- Qualifications: Experience in investment banking and strong analytical skills required.
The predicted salary is between 99000 - 121000 £ per year.
About this role: Wells Fargo is seeking a Lead Investment Banker within the Fund Finance team based in London. We are a leading global financial services company headquartered in San Francisco with offices in over 20 countries and territories. Our global reach offers many opportunities for you to develop a career with Wells Fargo. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do.
The Fund Finance Group (FFG) provides a comprehensive product offering to financial sponsors and asset managers across subscription finance, NAV/Hybrid lending, structured credit & advisory, and distribution. FFG resides within Banking & Capital Markets within Wells Fargo’s Corporate & Investment Bank. Prospective team members will have the opportunity to join an entrepreneurial and global team during a period of innovation across the Fund Finance market.
The candidate will work as part of integrated deal teams to originate, structure, and execute fund finance transactions for some of the world’s largest and well-known financial sponsors and asset managers. The role will include meaningful client interaction and a real opportunity to contribute to the evolution of the FFG product suite during a period of expansion. FFG is a high-performing team and demands a lot from any successful applicant, but in return offers a fast-paced, engaging and collaborative working environment with strong growth prospects.
In this role, you will:
- Work closely with senior bankers to create & deliver pitch materials and originate & structure Fund Finance transactions.
- Manage relationships for a portfolio of financial sponsors and asset managers, fostering active engagement, idea generation, and providing regular client support and assistance.
- Conduct credit analysis on LPs and portfolio companies, overseeing the preparation of credit memorandums and related materials, and leading credit discussions alongside senior bankers.
- Collaborate with other areas of the bank to drive ancillary business to deliver for clients across the Corporate & Investment Bank.
- Lead credit and operational due diligence meetings.
- Work closely with internal and external counsel on the negotiation of facility documentation for new deals, upsizes, extensions, accessions and other amendments.
- Liaise with internal stakeholders throughout the end-to-end execution of fund finance transactions.
- Contribute to portfolio analysis across the broader Fund Finance team portfolio.
Required Qualifications:
- Experience in Investment Banking, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Extensive experience in one or a combination of capital markets, investment banking or industry-specific sector.
- Bachelor's or Master’s degree.
- Exceptional attention to detail with a strong sense of personal accountability.
- Direct client interaction experience, including some experience interacting with senior decision makers.
- Experience reading, negotiating, and/or interpreting legal documents.
- Excellent oral and written communication skills.
- Strong interpersonal and presentation skills.
- Ability to work as a team player in a dynamic and fast-paced work environment.
- Demonstrated experience in analyzing financial statements.
- Experience in using Excel to analyze and clearly present data.
- Proficient use of Word and PowerPoint.
- Self-starter with a willingness to work hard, and a strong problem-solving mindset.
Desired Qualifications:
- Experience in Fund Finance, including originating and structuring subscription and NAV facilities.
- Familiarity with private equity funds.
- Fluency in an additional language is a plus.
Job Expectations:
This position is deemed to be a Certified Person function under the FCA and PRA Certification Regime. You must at all times remain fit and proper to perform your role, and this will be assessed on at least an annual basis.
In addition to the responsibilities summarised in your job description, you are also required to comply at all times with the FCA/PRA Conduct Rules:
- You must act with integrity.
- You must act with due skill, care and diligence.
- You must be open and cooperative with the FCA, the PRA and other regulators.
- You must pay due regard to the interests of customers and treat them fairly.
- You must observe proper standards of market conduct.
We Value Equal Opportunity: Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, 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.
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.
Drug and Alcohol Policy: Wells Fargo maintains a drug free workplace.
Vice President, Fund Finance in London employer: WELLS FARGO BANK
Wells Fargo is an exceptional employer that prioritises employee growth and development, offering a dynamic work culture that fosters collaboration and innovation across the EMEA, APAC, and Canada regions. With a strong commitment to operational resilience and a focus on building robust customer relationships, employees are empowered to make impactful decisions while enjoying comprehensive benefits and support for work-life balance. The company's dedication to diversity and inclusion ensures a welcoming environment where all voices are valued, making it an ideal place for those seeking meaningful and rewarding careers.
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We think this is how you could land Vice President, Fund Finance in London
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We think you need these skills to ace Vice President, Fund Finance in London
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