Wells Fargo Corporate & Investment Banking 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.
Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Macro, Equities, Municipal Products Group, Credit Sales & Trading.
About this role:
Wells Fargo is seeking an Investment Banking Associate to join our Corporate Debt Finance (CDF) team within the Structured Products Group (SPG). Their primary focus will be on origination and execution of CLO transactions and asset backed credit facilities. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Provide support in the origination and execution of primary CLO transactions working closely across structuring and syndicate throughout the deal process
Interact with CLO issuers and asset manager clients, investors, rating agencies, legal counsel, and internally with syndicate and sales, middle office and operations personnel
Carry out the execution process of a transaction, including marketing materials, documentation, guidance on structuring and deal modeling, rating agency correspondence, investor requests and analysis
Work closely with senior members of the team to help drive growth of the CLO franchise in generating new issue mandates by connecting CLO managers and debt and equity investors
Assist in the underwriting and execution of asset backed lending facilities including both broadly syndicated CLO warehouses and middle market lending facilities
Facilitate term sheets and legal documents, manage the diligence and credit approval processes and oversee the portfolio management of credit facilities
Closely partner with various constituencies across Wells Fargo, including Credit Risk, Sales and Trading, Syndicate, Investment Banking Coverage, Corporate Banking Coverage, DCM, Leveraged Finance, Compliance, and Legal
Required Qualifications:
2+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of experience in CLOs, structured products and/or leveraged finance
Excellent verbal, written and interpersonal communication skills
Proven client relationship skills as well as extensive product knowledge and technical expertise
Proficient in Microsoft Office, particularly Excel, Word and PowerPoint
Ability to work effectively in a fast-paced team environment and across all organizational levels, where flexibility, collaboration and adaptability are important
Strong analytical skills with high attention to detail and accuracy
Ability to adapt to a constantly evolving landscape including prioritizing and resolving issues in a timely manner with good decision-making skills
BS/BA degree or higher in accounting, finance or economics
Job Expectations:
Ability to travel up to 10% of the time
Willingness to work on-site in accordance with current office requirements
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Securities Industry Essentials (SIE), Series 63 (or 66), and 79 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Registration for FINRA Series 65 or 66 must be completed prior to conducting Investment Advisory business. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting Locations:
550 South Tryon St. - Charlotte, North Carolina 28202
Posting End Date:
21 Sep 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.
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.
