Fund Finance Syndications Associate - Wells Fargo

About this role:

Wells Fargo is seeking an Investment Banking Associate within the Fund Finance Group Syndications team based in London. We are a leading global financial services company headquartered in San Francisco (United States) 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 centre of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

The Fund Finance Group ("FFG") provides a comprehensive product offering to financial sponsors and asset managers across subscription finance (syndicated/bilateral subscription facilities), NAV/Hybrid lending (syndicated/bilateral NAV lines and back-leverage), structured credit & advisory (non-bank NAV placement, rated feeders, CFOs). 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 the FFG Syndications team, which, alongside the FFG Origination team, is responsible for arranging new syndicated credit facilities, in addition to developing FFG's broader distribution capabilities and managing lender engagement during key lifecycle events for existing broadly syndicated facilities.

The role will include meaningful lender, investor and client interaction and provides 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:

• Prepare pitch materials to outline FFG's syndication capabilities to prospective/existing clients and provide market updates.
• Prepare customized syndication materials including transaction summaries, lender presentations, and execution timelines.
• Coordinate the execution of new broadly syndicated facilities and significant post-close amendments with the lender group.
• Create and maintain external data sites for deal syndication and significant post-close transaction amendments.
• Support senior team members with lender/investor engagement, including participation in lender calls / meetings and attendance at industry events.
• Liaise with FFG Origination to address lender credit/legal inquiries and diligence requirements related to KYC/AML.
• Track and report syndication activity across Fund Finance, including market trends.
• Prepare internal presentation materials related to syndication activity across the portfolio.
• Work closely with FFG Origination and loan administration to manage loan execution and funding processes.
• Liaise with WF Agency for the ongoing management of the syndicate in existing facilities; and
• Collaborate with other business lines/internal teams on ad hoc projects to develop FFG's distribution capabilities.

Required Qualifications:

• At least 3 years of experience in capital markets, investment banking or an industry-specific sector. Or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education.
• 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 and 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, including ability to coordinate multiple work streams and deliver against tight timelines.
• 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, structuring or syndicating subscription and NAV facilities.
• Familiarity with private equity funds.
• Fluency in an additional language is a plus.
• Experience using Bloomberg 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

Posting End Date:
4 Aug 2025
*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.

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.

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.