Lead strategic investment and private capital opportunities, including evaluating investments and loans, developing financial models and investment committee materials, conducting due diligence, managing transaction closings, supporting capital advisory engagements, building internal and external networks, and mentoring junior team members.
About this role:
Wells Fargo is seeking a Vice President Strategic Investment Specialist for our Strategic Capital team.
In this role, you will:
2 Sep 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.
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.
#BI-Hybrid
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
2 Sep 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.
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.
#BI-Hybrid
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