From Wells Fargo's posting. “We” and “our” refer to the employer.
About this role:
Wells Fargo is seeking a Associate Strategic Investment Specialist for our Strategic Capital team. This position will work on opportunities supporting our general industries and healthcare investing/lending teams. Learn more about the career areas and business divisions at wellsfargojobs.com .
In this role, you will:
Assist in identifying new private capital opportunities for both our direct investing/lending business (including our Overland Advantage direct lending business) as well as third party capital advisory engagements
Work with the Strategic Capital deal team to analyze new and existing investment opportunities, prepare investment committee materials and present such opportunities for consideration by senior management
Work closely with senior private capital specialists to assess new investment opportunities as well as direct lending opportunities for Overland Advantage
Develop investor evaluation materials for capital advisory assignments and help manage investor outreach process logistics
Develop financial models related to assigned new opportunities
Complete due diligence requests, legal entity work, execution/closing processes, and other activities to prepare transactions for closing
Participate in the evaluation and ongoing monitoring of investments and loans as part of a deal team
Develop internal network contacts across the commercial banking footprint as well as externally across financial intermediaries (boutique debt placement firms, private equity firms, etc.) to help drive opportunities for business development
Mentor and train less experienced staff
Required Qualifications:
2+ years of experience in strategic investment management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years work experience in one or a combination of: leveraged finance, capital markets, private capital, private equity, investment banking coverage or equivalent experience
Familiarity with evaluating and executing transactions related to both the private and traditional institutional markets
Excellent verbal, written, and interpersonal communication skills.
Strong integrity, work ethic, and a team player. High level of initiative and accountability
Ability to work independently or in teams and thrive in a fast paced, loosely-structured, entrepreneurial environment
Financial Modeling experience
Financial Analysis experience
Advanced in Microsoft Office Suite-Excel, Outlook, Word and PowerPoint
Strong analytical skills, attention to detail and organization, and ability to solve complex or abstract problems
Bachelor’s degree in Accounting, Finance, Economics, Engineering, Business or related field
Job Expectations:
Ability to travel to different client markets as needed (<25% of time)
Hybrid work model, 4 days in the office and 1 day remote
Posting Location:
550 S Tryon Street Charlotte, NC 28202
1000 Louisiana Street Houston, TX 77002
Posting End Date:
27 Sep 2026 *Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
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.
Employer application notice
Equal opportunity and accommodations
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.
About this listing
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