Job Description

Are you looking for more? Find it here. 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.” Join us!About this role:The Strategic Investments team is seeking a highly motivated investment professional to support the sourcing, evaluation, execution, and portfolio management of strategic investment opportunities. Working alongside senior investment professionals, this individual will play a key role in the investment lifecycle, from underwriting and due diligence through portfolio monitoring and value creation.The ideal candidate will combine strong analytical capabilities, financial modeling expertise, intellectual curiosity, and a passion for technology and innovation. This role offers significant exposure to venture capital and private equity transactions while partnering closely with internal stakeholders and external industry participants.In this role you will:Support the identification, evaluation, execution, and ongoing monitoring of investment opportunities as part of an established deal teamConduct portfolio management activities, industry analysis, market research, and competitive intelligence to support investment decision-makingGather, analyze, and synthesize complex data sets, leveraging advanced analytics and leading AI-enabled research toolsDevelop and maintain financial models related to prospective and existing investments, including valuation analyses, scenario modeling, restructurings, recapitalizations, and liquidity eventsAssist in the preparation of investment committee memoranda, transaction materials, and portfolio reviewsCoordinate with internal stakeholders to facilitate transaction approvals, documentation, execution, and investment booking processesBuild 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 InnovationRequired Qualifications:2+ years of experience in Strategic Investment Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:2+ years of experience in investment bankingCompletion of, or expected completion of, a formal investment banking analyst or associate training programStrong financial modeling and valuation capabilities, including experience with discounted cash flow analysis, comparable company analysis, precedent transactions, and scenario analysisExceptional analytical, quantitative, and problem-solving skills with strong attention to detailSolid accounting and financial statement analysis skillsExperience evaluating, structuring, and executing private equity, venture capital, growth equity, or credit-related transactionsDemonstrated interest in, or experience within, fintech, financial services, wealth tech, or broader technology sectorsAdvanced proficiency in Microsoft Excel, PowerPoint, Word, and OutlookExcellent written, verbal, and interpersonal communication skillsHigh degree of integrity, professionalism, accountability, and teamworkSelf-starter with the ability to manage multiple workstreams and thrive in a fast-paced, entrepreneurial environmentRelevant graduate degree preferred.Posting Location:150 E 42nd Street New York, New York 10017Base Salary RangeNew York, New York $150,000.00 - $150,000.00 USD AnnualSalary range is determined by location of the job. May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards.Pay RangeReflected 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.$143,000.00 - $224,000.00Benefits 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 benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:8 Aug 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells 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 DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells 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.SummaryLocation: NEW YORK, NYType: Full time

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