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About the Role
The Strategic Investments team is seeking a motivated investment professional to support the sourcing, evaluation, execution, and portfolio management of strategic investment opportunities. This role involves underwriting, due diligence, and portfolio monitoring, offering significant exposure to venture capital and private equity transactions.
Responsibilities
- 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
Requirements
- 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 experience in investment banking
- Completion of, or expected completion of, a formal investment banking analyst or associate training program
- Strong financial modeling and valuation capabilities, including experience with discounted cash flow analysis, comparable company analysis, precedent transactions, and scenario analysis
- 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, verbal, and interpersonal communication skills
- High degree of integrity, professionalism, accountability, and teamwork
- Self-starter with the ability to manage multiple workstreams and thrive in a fast-paced, entrepreneurial environment
Skills
- Strategic Investment Management
- Investment banking
- Financial modeling
- Valuation
- Discounted cash flow analysis
- Comparable company analysis
- Precedent transactions
- Scenario analysis
- Analytical skills
- Quantitative skills
- Problem-solving skills
- Attention to detail
- Accounting
- Financial statement analysis
- Private equity
- Venture capital
- Growth equity
- Credit-related transactions
- Fintech
- Financial services
- Wealth tech
- Technology sectors
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Outlook
- Communication skills
Location
- 150 E 42nd Street New York, New York 10017
Experience Level
- 2+ years of experience in Strategic Investment Management
- 2+ years of experience in investment banking
Education Level
- Relevant graduate degree preferred
Salary/Compensations
- $150,000.00 - $150,000.00 USD Annual
- $143,000.00 - $224,000.00
Benefits
- 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
About the Company
- 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.”
- 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.
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.
- To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
- Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
- Third-Party recordings are prohibited unless authorized by Wells Fargo.
- Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.