Corporate & Investment Banking (“CIB”) delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional 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 across the globe. Learn more about our career areas and lines of business at wellsfargojobs.com.
About this role:
Wells Fargo’s CIB Fund Finance Group is seeking a Corporate Banking Analyst to join its Investor Analysis Team in its Charlotte or New York office.
The Fund Finance Group provides financing to private equity funds and other asset managers through structured credit facilities. Fund Finance is part of the Corporate and Investment Bank (CIB). The Investor Analysis Team focuses specifically on the credit analysis and underwriting of limited partners (investors) which serve as the collateral for Fund Finance subscription credit facilities (i.e., insurance companies, pension funds, endowments, sovereign wealth funds, large corporations, and other institutional investors).
The Corporate Banking Analyst role is primarily focused on credit underwriting and analysis and legal diligence, preparing fulsome credit materials to synthesize and present this analysis to key stakeholders, as well supporting ongoing monitoring and project management related to the analysis of limited partner exposure across the Fund Finance portfolio.
In this role, you will:
- Preparing comprehensive financial analysis on limited partners (including, but not limited to, pension funds, sovereign wealth funds, asset managers, insurance companies and banks)
- Developing a credit opinion on limited partners and presenting analysis to senior team members and Independent Risk Management partners
- Ongoing review of performance and ratings of limited partners across the Fund Finance portfolio
- Conducting deep-dive analysis via periodic presentations on particular investor types and trends, economic events, and geopolitical events and potential impacts to the portfolio
- Liaising with various teams within Fund Finance, inclusive of senior bankers, Credit partners, and other lines of business across Wells Fargo
- Participating in the monitoring, documenting and coverage of business-wide portfolio and collateral surveillance and reporting
- Navigate business-wide projects including, but not limited to, internal/external exams, improved data sourcing, ad-hoc research, and other value-add initiatives
Required Qualifications:
- 6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Bachelor’s degree in business, Finance, Accounting, Math, Economics or Engineering (or MBA)
- 6+mos of underwriting or credit experience with a focus in finance
- Experience with Microsoft Office Suite, specifically Excel and PowerPoint
- Strong technical and analytical skills including financial analysis
- Ability to work effectively, as well as independently, in a team environment
- Ability to work in a fast-paced, deadline driven environment
- Familiarity with private equity funds
- Excellent verbal, written, and interpersonal communication skills
- Effective organizational, multi-tasking, and prioritizing skills
- Solid problem solving and decision-making skills
- Strong analytical skills with high attention to detail and accuracy
- Professional presentation skills
Job Expectations:
- Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire
- Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire
- Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire
- This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents
Posting Locations:
- 550 S Tryon St. - Charlotte, North Carolina 28202
- 500 West 33rd St. - New York, New York 10001
Pay Range - $100,000 - $110,000
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.
$104,000.00 - $168,000.00
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:
26 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.
