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Wells Fargo

Commercial Banking Syndications Analyst

Posted 2 Days Ago
Be an Early Applicant
Hybrid
Charlotte, NC
Junior
Hybrid
Charlotte, NC
Junior
The role involves assisting in originating, structuring, and executing syndicated loans, creating marketing materials, and managing deal processes.
The summary above was generated by AI
About this role:
Wells Fargo is seeking a Syndication Analyst who will assist in originating, structuring and executing syndicated loans within the Commercial Bank.
In this role, you will:
  • Collaborate with deal teams to develop pitch materials to win new mandates and maintain portfolio leads
  • Execute the syndication marketing process, including preparation and distribution of information memorandums and presentations for potential investors
  • Communicate with external lending partners on opportunities, including discussions of lender appetite and assisting with due diligence
  • Work with legal counsel to address legal documentation issues
  • Partner with deal teams and internal operations to manage the execution and closing processes; and
  • Participate in loan market research tasks
This role includes direct interaction with lending partners and clients. Commercial Banking Syndications also interacts with credit, relationship managers, and other syndication teams within the organization.
Required Qualifications:
  • 2+ years of Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • 6+ months of Loan Syndications experience
  • Bachelor's Degree in Business, Finance, Accounting, Math or Economics (or MBA)
  • Experience in loan syndications, debt capital markets, private debt markets or structured finance
  • Experience in investment banking or corporate banking
  • Front office or credit experience at a major firm with a focus in finance
  • Completion of a formal credit training program
  • Credit underwriting experience
  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to work effectively both independently and in a team environment
  • Ability to work in a fast-paced deadline driven environment
  • High level of personal motivation. Does more than what is asked for and anticipates questions/issues
  • Ability to manage a high-volume workload while maintaining excellence and consistency of work.
  • Ability to quickly change focus and stay organized is a must
  • Proficiency in Microsoft Excel, Word and PowerPoint
Actual salary is determined by location, experience and qualifications of the job
#CommercialBanking
Posting End Date:
27 Jul 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.

Top Skills

Excel
Microsoft Powerpoint
Microsoft Word

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

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