This position is a Vice President role within Mid-Cap Investment Banking in Charlotte, NC. In this role you will manage and develop client coverage materials, conducting industry research and screening, transaction origination and execution of the full range of investment banking products and services. Additionally, you will assist in the development, training, and support of junior bankers.
In this role, you will:
- Be responsible for independently working with clients and handling complex transactions under the direction of senior investment bankers.
- Demonstrate well-developed knowledge of the entire suite of investment banking products and services including buysides, sellsides, carve-outs, spin offs, IPOs, secondary offerings, private placements, fairness opinions and activism & defense; this position is directly involved in the origination and execution for existing clients and prospects.
- Lead and or support the delivery of a comprehensive suite of investment banking products and services to executive-level clients, while managing client relationships and overseeing the execution of mandated transactions.
- Participate in analyzing companies, develop strategies for clients, pulling market and industry research across the investment banking product suite.
- Develop and train Investment Banking Analysts and Associates in M&A, DCM, and ECM valuation and processes.
- Demonstrate high level of initiative and the ability to work within a fast-paced team environment. You must bring strong organizational skills and the ability to manage multiple projects simultaneously. Precise attention to detail is essential. You must demonstrate a habit of learning and mastering complex material and a practiced ability to communicate the same.
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- 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- M&A experience required including experience in mid or large cap public and private transactions
- Experience in executing complex transactions and a deep understanding of deal structuring across equity, debt, and hybrid products
- Excellent verbal, written, and interpersonal communication skills
- Strong track record of originating and executing investment banking transactions and client coverage
- Ability to lead, train, and mentor junior staff and manage several simultaneous transactions and projects at once
- Highly developed writing skills
- Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
- Knowledge and understanding of business development: business vision, strategies, and goals application to the technology client universe
- Ability to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results
- FINRA SIE, Series 63, and Series 79 exams must all be successfully completed within 90 days of employment if not available for transfer
- Ability to travel up to 50% of the time
- Charlotte, NC
- Base pay range for this position in NYC/CLT is 250,000.00 USD
- May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
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.
$173,300.00 - $359,900.00
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
25 Mar 2025
* 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.
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