Job Description

About this role:

Wells Fargo is seeking a Strategic Investment Associate- Venture Capital within the Principal Technology Investments group of Wells Fargo Strategic Capital. Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:

• Assist in the evaluating, closing and ongoing monitoring of investments as part of a deal team
• Complete assigned portfolio management and industry research activities
• Gather and synthesize data
• Develop financial models related to assigned new and existing investment opportunities, as well as, restructuring and liquidity events
• Identify new investments and existing portfolio investments, financial modeling and data
• Contribute to and evaluate due diligence requests, legal entity management work, and other activities to prepare investment proposals for approval and booking
• Build relationships within the venture investments and private equity community

Required 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, education

Desired Qualifications:

• 2+ years' work experience in one or a combination of: venture capital, private equity, or investment banking
• Completion or expected completion of an Investment Banking program preferred
• Familiarity with evaluating and executing transactions related to private equity, venture capital, or credit related transactions
• Strong skills in financial modeling (e.g., create/manage financial models, valuation methodologies— DCF analysis, comparable company analysis, etc)
• Strong accounting skills and ability to analyze financial statements
• Passion for, knowledge of, and/or experience in the Fintech or technology industry preferred
• Advanced Microsoft Office (Word, Excel, and Outlook) skills
• Strong integrity, work ethic, and a team player
• High level of initiative and accountability
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Ability to work independently or in teams and thrive in a fast paced, loosely-structured, entrepreneurial environment
• Graduate level degree (e.g., MBA) or equivalent expertise preferred

Posting Location:

• 400 Hamilton Ave Palo Alto, California 94301
• 150 E 42nd Street New York, New York 10017

Base Salary Range

• 138,500.00 - 287,600.00 USD Annual
• Salary range is determined by location of the job. May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards.

#CommercialBanking

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.

$138,500.00 - $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:

20 Jul 2025

* Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells 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 Disabilities

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

Drug and Alcohol Policy

Wells 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.

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