Strategic Investment Associate - Venture Capital

About the Role

Join Wells Fargo's Strategic Investments team as an investment professional responsible for originating, assessing, executing, and managing strategic investment opportunities. Collaborating with senior professionals, you will support the full transaction lifecycle—including underwriting, due diligence, portfolio monitoring, and creating value.

This position offers extensive engagement with venture capital and private equity transactions while working closely with internal stakeholders and industry players.

Key Responsibilities

• Assist in sourcing, analyzing, executing, and managing investments as part of a dedicated deal team.
• Perform portfolio management duties, conduct industry studies, market research, and gather competitive insights to inform investment decisions.
• Collect and analyze complex datasets using advanced analytics and AI-driven research tools.
• Build and update financial models, including valuations, scenario planning, restructurings, recapitalizations, and liquidity assessments related to prospective and current investments.
• Prepare materials for investment committees, transaction documentation, and portfolio reviews.
• Coordinate with internal teams to ensure smooth transaction approvals, documentation, execution, and investment recording.
• Develop and maintain strategic relationships across venture capital, private equity, and the wider innovation ecosystem, partnering internally with Investment Banking, Wealth & Investment Management, and Innovation groups.

Qualifications

• Minimum of 2 years' experience in Strategic Investment Management or an equivalent combination of experience, education, or military service.
• Preferred experience includes 2+ years in investment banking and completion (or expected completion) of a formal investment banking analyst or associate training program.
• Proficient in financial modeling and valuation techniques such as discounted cash flow, comparable company and precedent transaction analyses, and scenario modeling.
• Strong analytical, quantitative, and problem-solving skills, with meticulous attention to detail.
• Solid understanding of accounting principles and financial statement analysis.
• Experience with structuring and executing private equity, venture capital, growth equity, or credit transactions.
• Demonstrated interest or experience in fintech, financial services, wealth technology, or broader technology sectors.
• Advanced skills in Microsoft Excel, PowerPoint, Word, and Outlook.
• Excellent communication abilities, both written and verbal, with strong interpersonal skills.
• Exemplifies integrity, professionalism, accountability, and teamwork.
• Self-motivated and capable of handling multiple projects efficiently in a fast-paced, entrepreneurial environment.
• Graduate degree in a relevant field is preferred.

Compensation and Benefits

The position is based in New York City, with a base annual salary of approximately $150,000. Total pay may vary between $143,000 and $224,000 depending on experience and location, including potential bonuses and long-term incentives such as restricted shares.

Employees have access to comprehensive benefits including:

• Medical and health plans
• 401(k) retirement plan options
• Paid time off
• Disability coverage
• Life, critical illness, and accident insurance
• Parental and caregiving leave
• Employee discounts and commuting benefits
• Tuition reimbursement and dependent scholarships
• Adoption expense support

Additional Information

Wells Fargo is an equal opportunity employer and values diversity in its workforce. Employees are expected to maintain compliance with company risk and regulatory policies, ensuring a culture of integrity, risk management, and accountability.

The company enforces a drug-free workplace policy and forbids unauthorized third-party recordings during recruitment and hiring. Accommodations for applicants with disabilities are available upon request.

Location

150 East 42nd Street, New York, NY 10017

Application Notes

The job posting may close early depending on candidate volume. Candidates should represent their own experience authentically throughout the hiring process.