Wells Fargo is seeking a Vice President Strategic Investment Specialist for our Strategic Capital team.
In this role, you will:
- Assist in identifying new private capital opportunities for both our direct investing/lending business (including our Overland Advantage direct lending business) as well as third party capital advisory engagements
- In coordination with a senior Private Capital Specialist, work with clients and prospects to find additional opportunities for both Strategic Capital and Overland Advantage
- Lead the evaluation of investment/loan opportunities with appropriate lens of risk and reward and overall portfolio construction
- Work with the Strategic Capital deal team to analyze, craft investment committee materials and present new investment and loan opportunities, as well as work closely with Private Capital Specialists to assess new Overland credit opportunities
- Develop investor evaluation materials for capital advisory assignments and help manage investor outreach process logistics
- Develop financial models related to assigned new opportunities
- Complete due diligence requests, legal entity work, execution/closing processes, and other activities to prepare transactions for closing
- Manage the evaluation and closing of investments and loans
- Develop internal network contacts across Wells Fargo as well as externally across financial intermediaries (boutique debt placement firms, private equity firms, etc.) to help drive opportunities for business development
- Supervise and mentor the team of less experienced individual contributors
- 5+ years of experience in Strategic Investment Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 5+ years work experience in one or a combination of: leveraged finance, capital markets, private capital, private equity, investment banking coverage, commercial/corporate banking or equivalent experience
- Strong analytical skills, attention to detail and organization, and ability to solve complex or abstract problems
- Strong Financial Modeling experience - proven ability to create customized three-statement models independently
- Familiarity with evaluating and executing transactions related to both the private and traditional institutional markets
- 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
- Strong Financial Modeling experience - proven ability to create customized three-statement models independently
- Advanced in Microsoft Office Suite-Excel, Outlook, Word and PowerPoint
- Bachelor's degree in Accounting, Finance, Economics, Engineering, Business or related field
- Ability to travel to different client/prospect markets as needed (
- Hybrid work model, 4 days in the office and 1 day remote
- 550 S. Tryon St., Charlotte, NC
- 1000 Louisiana St. Houston, TX
- 150 E 42nd St., New York, NY
- New York Pay Range: $191,000 - $305,000 USD annual
- This range may not be applicable to other locations
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$159,000.00 - $305,000.00
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
12 Apr 2026
* 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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Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
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