From Wells Fargo's posting. “We” and “our” refer to the employer.
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader —we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job — it’s about finding all of the elements to help you thrive, in one place.
Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and wellbeing. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” Join us!
About this role:
The Strategic Investments team is seeking a highly motivated investment professional to support the sourcing, evaluation, execution, and portfolio management of strategic investments across the technology and fintech ecosystem. Working alongside experienced investment professionals, this individual will play an integral role throughout the investment lifecycle, including thematic research, due diligence, underwriting, transaction execution, portfolio monitoring, and value creation initiatives.
The ideal candidate will combine strong analytical capabilities, financial modeling expertise, intellectual curiosity, and a passion for technology and innovation. This role provides significant exposure to venture capital and growth equity investing while partnering closely with portfolio company management teams, co-investors, and business leaders across Wells Fargo.
In this role, you will:
Support the identification, evaluation, execution, and ongoing monitoring of investment opportunities as part of an established deal team
Conduct portfolio management activities, industry analysis, market research, and competitive intelligence to support investment decision-making
Gather, analyze, and synthesize complex data sets, leveraging advanced analytics and leading AI-enabled research tools
Develop and maintain financial models related to prospective and existing investments, including valuation analyses, scenario modeling, restructurings, recapitalizations, and liquidity events
Assist in the preparation of investment committee memoranda, transaction materials, and portfolio reviews
Coordinate with internal stakeholders to facilitate transaction approvals, documentation, execution, and investment booking processes
Build and maintain relationships across the venture capital, private equity, and broader innovation ecosystem, while partnering closely with internal teams including Investment Banking, Wealth & Investment Management, and Innovation
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
2+ years of investment banking, private equity, venture capital, growth equity, strategic investing, corporate development, or related transaction experience
2+ years of financial modeling and valuation experience, including discounted cash flow analysis, comparable company analysis, precedent transactions, scenario analysis, and cap table modeling
2+ years of experience analyzing technology, fintech, financial infrastructure, enterprise software, data & analytics, cybersecurity, payments, wealth technology, or capital markets businesses
Desired Qualifications:
Completion of, or expected completion of, a formal investment banking analyst or associate training program
Exceptional analytical, quantitative, and problem-solving skills with strong attention to detail
Solid accounting and financial statement analysis skills
Experience evaluating, structuring, and executing private equity, venture capital, growth equity, or credit-related transactions
Demonstrated interest in, or experience within, fintech, financial services, wealth tech, or broader technology sectors
Advanced proficiency in Microsoft Excel, PowerPoint, Word, and Outlook
Excellent written and verbal skills
Job Expectations:
Role is not eligible for visa sponsorship
Posting Location:
150 E 42nd Street New York, New York 10017
Base Salary Range
New York, New York $150,000.00 - $150,000.00 USD Annual
Salary range is determined by location of the job. May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards.
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.
$143,000.00 - $224,000.00
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
Posting End Date: 2 Oct 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.
About this listing
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
