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Investment Banking Analyst - Asset-Backed Securities

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  • Job
    Full-time
    Junior Level
  • Banking & Finance
  • Charlotte

Requirements

  • 6+ months financial services industry experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Prior experience in or related to securitization is a plus
  • Strong analytical and quantitative skills
  • Intermediate Microsoft Office Skills (Outlook, Word, Excel, PowerPoint)
  • Dedication to building a career in the financial services industry
  • The ability to operate with urgency and prioritize work accordingly
  • Proven ability to take on significant responsibility with a sense of personal accountability and urgency for achieving results
  • Willingness to work long hours in a demanding, highly focused, and collaborative team environment
  • Energetic self-starter who is flexible, organized, conscientious, proactive, and detail-oriented
  • Highly refined and professional verbal and written communications
  • Product knowledge, technical expertise, transaction execution and negotiation skills
  • A BS/BA degree or higher in business administration, economics, finance, or related field

Responsibilities

  • Assist in the marketing, origination, execution and portfolio management of lending facilities and capital markets transactions
  • Work as part of a client coverage team in creating pitch books, marketing materials for securitizations
  • Develop rating agency presentations, term sheets, underwriting memos, as well as negotiating legal documentation
  • Support senior bankers on the deal team, through active involvement in all aspects of the deal origination and execution process
  • 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

FAQs

What is the job title for this position?

The job title for this position is Investment Banking Analyst - Asset-Backed Securities.

What team will the analyst be joining?

The analyst will be joining the Asset-Backed Securities (ABS) team within the Structured Products Group (SPG).

What type of services does the ABS group provide?

The ABS group provides structured lending and securitization services to core clients originating or investing in non-mortgage consumer and commercial receivables.

What are the primary responsibilities of the Investment Banking Analyst?

The primary responsibilities include assisting in marketing, origination, execution, and portfolio management of lending facilities and capital markets transactions, creating pitch books, developing presentations for rating agencies, negotiating legal documentation, and supporting senior bankers.

What qualifications are required for this position?

Applicants must have 6+ months of financial services industry experience or equivalent demonstrated through work experience, training, military experience, or education.

Is prior experience in securitization required?

No, prior experience in or related to securitization is desired but not mandatory.

What skills are highly valued for this role?

Strong analytical and quantitative skills, intermediate Microsoft Office skills, professional communication abilities, and negotiation skills are highly valued.

What educational background is preferred for candidates?

A BS/BA degree or higher in business administration, economics, finance, or a related field is preferred.

Will the candidate need to travel?

Yes, the position may require travel up to 10% of the time.

Are there licensing requirements for this job?

Yes, candidates must register for FINRA Series 63 (or 66) and Series 79, as well as complete the Securities Industry Essentials (SIE) exam within 90 days of hire.

Will the company conduct background checks?

Yes, this position is subject to FINRA Background Screening Requirements, including the completion of a background check.

What is the job posting end date?

The job posting end date is October 12, 2024.

Does Wells Fargo value diversity in the workplace?

Yes, Wells Fargo believes in diversity, equity, and inclusion, welcoming applications from all qualified candidates regardless of various personal characteristics.

Is there a drug-free workplace policy?

Yes, Wells Fargo maintains a drug-free workplace.

Finance
Industry
10,001+
Employees
1929
Founded Year

Mission & Purpose

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

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