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Lead Investment Banker

Today New York, NY

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.

About this role:

Wells Fargo is seeking a Lead Investment Banker. The candidate will take the lead role in executing commercial real estate securitizations, including as fixed or floating rate CMBS, CRE CLO, and real estate ABS. The position will be actively involved in all aspects of business growth and deal execution, through the creation of pitch books, maintaining credit models and diligence files, negotiation of legal documentation, and assistance in the sale/distribution of bonds. The candidate's responsibility also includes guiding deal teams and third-party clients through all facets of the securitization process.

In this role, you will:

  • Help clients achieve goals by analyzing collateral for creative structural features for proposed CMBS, CRE CLO or any other form of real estate securitization.
  • Maintain existing client relationships and grow third party agented securitizations with an emphasis on solutions for clients with complex needs.
  • Execute deals by coordinating loan sellers, syndication group, counsel, accountants, rating agencies, investors, and deal vendors.
  • Maintain thorough market knowledge for any factors that may create future opportunities or affect current deal execution.
  • Actively collaborate with team to successfully achieve any and all goals.
  • Lead complex initiatives as a high-level individual contributor in the Investment Banking Capital Markets Divisions, including those that are cross-functional and have broad impact
  • Participate in large-scale planning for Investment Banking functional area
  • Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
  • Make decisions in complex and multi-faceted situations requiring understanding of Investment Banking functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
  • Collaborate and consult with Investment Banking peers, colleagues, and middle to more experienced managers to resolve issues and achieve goals
  • Lead Investment Banking projects and teams, or serve as a peer mentor
Required Qualifications:

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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
Desired Qualifications:
  • An MBA, CFA designation, or a Master's in financial engineering
  • Experience in commercial real estate or capital markets
  • Strong working knowledge of accounting and financial concepts, such as discounted cash flows
  • Knowledge of structured products rating agency frameworks
  • Excellent oral and written communication skills
  • Excellent analytical and problem-solving skills
  • Strong interpersonal skills, including the ability to interact with senior executives and clients
  • Strong working knowledge of Excel, Word, PowerPoint, information systems and programming
  • Ability to work in a dynamic and demanding work environment
  • Dedication to building a career in the financial services industry
Job Expectations:
  • Registration for FINRA Series 7 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.
  • Registration for FINRA Series 63 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.
  • Ability to travel as needed
  • Willingness to work on-site in accordance with current office requirements
  • Ability to work additional hours as needed
  • This position is not eligible for VISA sponsorship
  • This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
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.
$185,000.00 - $300,000.00
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
Posting End Date:
12 Dec 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.

Client-provided location(s): New York, NY
Job ID: WellsFargo-R-510394
Employment Type: FULL_TIME
Posted: 2025-12-12T18:08:29

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • FSA
    • HSA
    • Mental Health Benefits
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Return-to-Work Program
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Performance Bonus
    • Stock Purchase Program
  • Professional Development

    • Tuition Reimbursement
    • Access to Online Courses
    • Internship Program
    • Associate or Rotational Training Program
    • Promote From Within
    • Mentor Program
  • Diversity and Inclusion

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