Mergers & Acquisitions - VP

Company: Wells Fargo
Location: New York
Posted on: April 10, 2021

Job Description:

ALERT - To ensure we continue to fulfill our role as a provider of vital services to the public, we are still hiring and continue to recruit top talent to Wells Fargo. However, we have adjusted our hiring practices due to the COVID-19 situation and the related social distancing guidelines. As a result, throughout your application process, you may be asked to connect with us virtually. We encourage you to check our job postings regularly for updates and additions.
Learn what Wells Fargo is doing during the COVID-19 crisis to support our employees and protect our customers through enhanced cleaning, social distancing in bank branches, remote work arrangements, benefit changes, and more.

Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.The Mergers & Acquisitions (M&A) Group within the Investment Banking division of Wells Fargo Securities (WFS), is seeking an experienced investment banking professional - at the Vice President level - to join either it's New York city or Charlotte offices. The M&A Group consists of over 75 professionals focused on providing a full array of strategic advisory services to Wells Fargo's client base in targeted industry sectors. M&A partners with Wells Fargo's Coverage groups to provide strategic advisory and execution services across the global platform.

• Lead financial analysis, transaction strategy and deal tactics.
• Strategic management of transaction process.
• Provide input on critical dialogue and transaction negotiations.
• Lead due diligence, valuation and financial modeling efforts.The job requires the demonstrated ability to manage all aspects of the M&A execution spectrum; build trust and relevance with local Wells Fargo teams; exhibit proactive client contact with key decision makers in order to establish a trusted advisor relationship with the Board of Directors, CEO, and CFO; and effectively partner with other Investment Banking coverage groups, as well as other partners across the Wells Fargo platform.Key responsibilities include, but are not limited to:
  • Lead development of sophisticated financial analysis to evaluate investments, reorganizations, M&A, LBOs, and/or other transactions.
  • Leverage multi-disciplinary insights (i.e., perspective of equity investors, financing markets, industry dynamics) to provide relevant advice.
  • Maintain quality control on all work product generated by deal team.
  • Analyze companies' financial needs and help develop solutions.
  • Structure and recommend creative and unique transaction structures according to client need.
  • Identify key industry trends and key industry players to determine who will become clients in the future.
  • Support new business origination through the contribution of new ideas (i.e., logical M&A transactions).
  • Establish subject matter expertise with clients; begin to be viewed as a knowledgeable / credible resource by clients and able to pitch for new business.
  • Interact and build working relationships and credibility with partners across the bank.
  • Promote diversity and inclusion amongst the group.
  • Coach junior team to improve product and skills.
  • Forge professional relationships with client counterparts (i.e., mid-level corporate development staff).
  • Develop network of trusted M&A professionals (i.e., lawyers, consultants, accountants) as both a client sourcing channel and a trusted sounding board.This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidentsEmployees 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.
    
    Required Qualifications
    
    • 5+ years of experience in capital markets, industry experience within the specific sector of the position, or a combination of both
      
      Desired Qualifications
      
      • Excellent verbal, written, and interpersonal communication skills
        
        Other Desired Qualifications
        
        • Sound analytical skills with an advanced understanding of finance and accounting concepts, strong interpersonal, written and verbal skills, maintaining high quality/detail-oriented work standards, and willingness to take on significant responsibility
        • Proficiency in Microsoft Excel and PowerPoint
        • Comfortable functioning both independently and as part of a team, meeting stringent deadlines and work quality standards
          
          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
          • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
          • Ability to travel up to 15% of the time
            
            Street Address
            NC-Charlotte: 550 S Tryon St - Charlotte, NC
            NY-New York: 30 Hudson Yards - New York, NY
            
            
            Disclaimer
            
            All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
            
            
            
            Relevant military experience is considered for veterans and transitioning service men and women.
            
            Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
            
            
            Benefits Summary
            Benefits
            --Visit https://www.wellsfargo.com/about/careers/benefits --for benefits information. Sign up to receive updates and job alerts. Wells Fargo is committed to hiring and retaining diverse team members including Military Veterans, Veterans with disabilities, and transitioning Military personnel. We are working to increase diverse representation throughout the company and create an inclusive environment for all team members. When recruiting, we work with talent resources that focus on diversity and Veterans. We attend Veteran-focused job fairs and identify Military Veteran job seekers through resources like Military.com, Recruit Military.com, Hire Vets First, our internal Veterans' Team Member Network and others. We invite you to use our Military Skills Translator to search for career opportunities here at Wells Fargo that match your military skills and experience. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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