Investment Banking Associate - Real Estate Syndicated Finance

About this role:
Wells Fargo is seeking a RESF Investment Banking Associate. Real Estate Syndicated Finance (RESF) is part of the Commercial Real Estate (CRE) group within Wells Fargo Corporate & Investment Banking. RESF operates as an investment banking product group in Wells Fargo Securities responsible for the origination, structuring and distribution of debt for our CRE clients. We are part of a highly successful and well-established global team located in New York, Charlotte, San Francisco, and London that consistently ranks at/near the top of global league tables. This role would provide support to the US RESF team in executing the syndication strategy of CRE.
Working closely with CRE, we structure, underwrite and distribute loans throughout the capital stack to a diverse range of banks, insurers, pension funds, asset managers and debt funds globally. You will work on a broad range of financing types such as acquisition, construction, event driven and take private financings, opining on the marketability of the underwritten loan and executing the distribution.
In this role, you will:

• Conduct in-depth financial and market research to evaluate investment opportunities.
• Analyze companies and client portfolios to support investment decisions.
• Prepare detailed financial, comparables, and commercial analyses, including distribution risk probability assessments with credible recommendations.
• Support senior bankers by responding to internal and external stakeholder queries in a timely and professional manner.
• Assist in the development and fostering of relationships with lending institutions
• Aid in the marketing and distribution of syndicated loan product to various bank, life company and private credit participants
• Serve as a day-to-day operational contact for clients, engaging effectively with stakeholders at all levels.
• Prepare marketing materials such as pitch books, confidential offering memoranda, and management presentations to support client conversations and execution efforts.
• Produce reports, presentations, and analysis for both internal and external stakeholders.
• Collaborate with internal teams including debt capital markets, sales and trading, and other partners to support pricing, distribution, and execution strategies.
• Maintain and update databases of clients and loan transactions.
• Upload deal information to external syndication platforms.
• Conduct and present debt market research focused on the U.S. lending markets.
• Identify and recommend process improvements that enhance efficiency, accuracy, and client outcomes.
• Apply independent judgment to resolve business challenges while developing expertise in relevant policies, procedures, and compliance requirements.
• Collaborate with peers and internal partners to share product knowledge, market intelligence, and best practices.

Required Qualifications:

• 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Knowledge of commercial real estate market inclusive of associated risks
• Sales, pitching and business acumen
• Real estate specific valuation and financial modelling
• Loan underwriting and structuring
• Ability to clearly present and visualize data
• Strong numerical, written, and verbal communication skill
• Foundational understanding of credit and liquidity analysis
• Proficiency in Microsoft Office
• Strong attention to detail and accuracy
• Ability to coordinate multiple workstreams and deliver under tight deadlines
• Resilience and motivation
• Strong leadership and mentoring skills, with the ability to effectively network and build relationships across internal teams and external partners

Job Expectations:

• 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
• This position may require you to meet FINRA registration requirements, which states that Associated Persons (AP) cannot be subject to statutory disqualification, in addition to regulatory and compliance requirements, including successful completion of criminal and regulatory checks and disclosure reviews

Additional Compensation Details:

• Base pay range: $175,000-$200,000
• May be considered for an annual discretionary bonus

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:
5 Sep 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.