Specialist, Financial Analysis at Lincoln Financial preparing and analyzing complex financial information and assisting management with insights. Collaborate with financial teams to support decision - making with accurate data.
About the role
- Investment Banking Vice President at Wells Fargo managing fund finance deals and client relationships. Responsible for deal structuring, credit analysis, and client interaction in investment banking.
Responsibilities
- Manage day-to-day job responsibilities for new deals including: Creating pitches/term sheets; Preparing borrowing base calculations in Excel; Leading due diligence meetings; Act as the lead banker on driving internal underwriting and credit approval process, including writing detailed credit memos and leading internal discussions with credit partners; Working closely with internal and external counsel to negotiate legal documentation; Work with clients to understand financing needs and provide tailored solutions including structuring transaction deal terms; and Working closely with analysts and internal partners to manage internal compliance, booking, and funding processes.
- Manage day-to-day job responsibilities for existing deals including: Maintaining client relationships, including researching and reconciling questions/discrepancies and proactively ensuring that all deal requirements are met; Negotiation, structuring, and execution of amendments and other facility modifications; Supporting team members in collateral analysis and compliance tracking; Monitoring financial performance and internal credit ratings of borrowers and limited partners; Periodic client due diligence; Annual reviews; and Contributing to portfolio analysis across the broader Fund Finance Group portfolio.
- All aspects of the role include meaningful direct client interaction and interaction with Credit partners.
- The Fund Finance team also works closely with a dedicated Syndications team, other product groups (e.g. FX and treasury management), and relationship coverage platforms across the institution.
Requirements
- 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 7+ years of front office or credit experience at a major firm with a focus in finance
- Bachelor’s Degree in Business, Finance, Accounting, Math, Economics or Engineering (or MBA)
- Experience reading, negotiating, and/or interpreting legal documents
- Deal origination & credit underwriting experience
- Experience in structured finance or investment banking is preferred
- Direct client interaction experience, including experience leading relevant transaction elements and interacting with senior decision makers
- Leadership experience and/or experience training others in a relevant professional capacity
- Analytical thinker. Able to make decisions and recommendations that are well-reasoned
- High level of personal motivation. Does more than what is asked for and anticipates questions/issues
- Ability to manage a high-volume workload while maintaining excellence and consistency of work. Ability to quickly change focus and stay organized is a must
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
- Experience with originating and monitoring subscription facilities, asset backed finance, securitization, or other structured products
- 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. Very comfortable and efficient in Excel. Experience writing formulas; organizing, analyzing, and formatting data; and recognizing and auditing errors
- Able to review and interpret financial statements
- Experience monitoring covenants and client reporting
- Formal credit training program experience.
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
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