Investment Specialist jobs in Charlotte, NC

About this role:

Wells Fargo is seeking a Principal Strategic Investment Specialist.

This role is responsible for networking internally and externally in order to provide access to long-term capital, in the form of equity and/or debt, to business customers and prospects of the bank. Individuals work provide creative financing solutions that help fund our bank's client's/prospect's growth and other capital needs.

In this role, you will:

• Provide value added advice and enhance strategic dialogue with key clients and top prospects of the bank
• Oversee the evaluation, structuring, and ongoing performance of investments
• Provide vision, leadership, and industry expertise regarding large-scale Strategic Investment Management strategies that significantly influence the organization's business and financial operations
• Serve as the highest-level originator and relationship manager on the deal team, handling relationships with the most complex portfolio companies and other parties and investors
• Strategically lead all levels of professionals and managers across the enterprise; serve as an expert advisor to leadership
• Review and recommend deal structures for all new investments prior to presentation to the investment committee
• Facilitate collaboration with other divisions and internal stakeholders
• Participate on a portfolio company board of directors as assigned
• Provide vision, leadership, and industry experience to portfolio companies’ management
• Coordinate with network contacts to determine opportunities for business development

Required Qualifications:

• 10 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:

• Experience financing companies within the healthcare industry is preferred
• 10 years work experience in one or a combination of: commercial banking, corporate banking, private equity, or investment banking
• Familiarity with evaluating and executing transactions related to private equity, venture capital, or credit related transactions
• Excellent verbal, written, and interpersonal communication skills. Strong integrity, work ethic, and a team player. High level of initiative and accountability
• Ability to work independently or in teams and thrive in a fast paced, loosely-structured, entrepreneurial environment

Job Expectations:

• Ability to travel to different client markets 65% of the time

Posting End Date: 

*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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.