SPG CDF Banking Associate

The candidate will be a member of the Corporate Debt Finance team with primary focus on origination and execution of broadly syndicated ("BSL") and middle market ("MM") CLO transactions. This role encompasses the following key responsibilities:

• Execution of broadly syndicated and middle market CLO transactions with responsibility for managing the entire deal process including partnering with ABF Sales & Syndicate on distribution strategy and execution, working directly with investors on stipulations and information requests, leading the rating agency process and working with legal on the preparation of legal documents
• Working closely with CLO issuers and relevant equity investors to drive deal execution by providing market color, structural thoughts and providing a high level of expertise on the entire CLO execution process
• Work closely with senior members of the team to assist in the origination efforts across BSL CLOs and MM CLOs
• Execute asset backed lending facilities including both broadly syndicated CLO warehouses and middle market lending facilities

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 credit particularly focusing on deal execution rather than origination
• Excellent verbal, written and interpersonal communication skills
• Proven client relationship skills as well as extensive product knowledge and technical expertise
• Outstanding problems solving and decision-making skills
• Proficient in Microsoft Office, particularly Excel, Word and PowerPoint
• Strong organizational, multi-tasking and prioritizing skills
• Ability to execute in a fast paced, high demand environment while balancing multiple priorities
• Ability to work effectively in a 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
• Ability to prioritize and resolve issues in a timely manner
• BS/BA degree or higher in accounting, finance or economics or equivalent experience demonstrated through one or a combination of the following: work experience, training, or military experience

Job Expectations

• Ability to travel up to 10% of the time
• Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

Location: Charlotte or New York.

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$120,400.00 - $287,600.00
Benefits

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 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

Posting End Date:
13 Oct 2024
* Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

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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.