Strategic Investment Associate- Venture Capital

The Strategic Investments team at Wells Fargo is seeking a highly motivated investment professional to support the sourcing, evaluation, execution, and portfolio management of strategic investment opportunities. Working alongside senior investment professionals, this individual will play a key role in the investment lifecycle, from underwriting and due diligence through portfolio monitoring and value creation. The ideal candidate will combine strong analytical capabilities, financial modeling expertise, intellectual curiosity, and a passion for technology and innovation. This role offers significant exposure to venture capital and private equity transactions while partnering closely with internal stakeholders and external industry participants.

Responsibilities include supporting the identification, evaluation, execution, and ongoing monitoring of investment opportunities as part of an established deal team; conducting portfolio management activities, industry analysis, market research, and competitive intelligence to support investment decision-making; gathering, analyzing, and synthesizing complex data sets, leveraging advanced analytics and AI-enabled research tools; developing and maintaining financial models related to prospective and existing investments, including valuation analyses, scenario modeling, restructurings, recapitalizations, and liquidity events; assisting in the preparation of investment committee memoranda, transaction materials, and portfolio reviews; and coordinating with internal stakeholders to facilitate transaction approvals, documentation, execution, and investment booking processes. The role also involves building and maintaining relationships across the venture capital, private equity, and broader innovation ecosystem, partnering closely with Investment Banking, Wealth & Investment Management, and Innovation teams.

Required qualifications include 2+ years of experience in Strategic Investment Management or equivalent. Desired qualifications include experience in investment banking, strong financial modeling and valuation capabilities (DCF, comparable company analysis, precedent transactions, scenario analysis), experience evaluating, structuring, and executing private equity, venture capital, growth equity, or credit-related transactions, and demonstrated interest in fintech, financial services, or wealth tech. The role is based at 150 E 42nd Street, New York, New York.

Wells Fargo is seeking a Strategic Investment Associate- Venture Capital to join their Venture Capital team in New York, United States.

This role is focused on the Financial Services & Fintech sector.

The position is Full-time.

Compensation: $143,000 - $224,000.

This opportunity was sourced via LinkedIn guest.

Interested candidates can apply through the original job posting.