The Associate will be a member of Wells Fargo Capital Finance’s Technology Finance business unit, an industry leader in delivering financing solutions to private equity-owned software/technology companies. The Senior Analyst will work closely with a Relationship Manager as part of the deal team, and will be responsible for managing a portfolio of middle market software client relationships to address their lifecycle needs, including M&A and growth-oriented capital.

In this role, you will:

Assist with the execution of financing transactions, for financial sponsors and customers, including (i) completion of due diligence, (ii) financial modeling, (iii) credit analysis and, (iv) drafting and presenting credit memorandums

Engage (directly), and build relationships, with customers and their respective executive leadership and finance teams

Complete ongoing financial performance analyses, for portfolio, and present to senior leadership and risk management

Prepare and review enterprise, and cash flow, valuation analyses

Review legal diligence and assist in negotiation of credit-related and other, ancillary documentation

Aid in the development and execution of Technology Finance and company-wide strategic initiatives, via specialized project work and/or assignment

Execute on applicable risk programs and adhere to Wells Fargo policies and procedures

Required Qualifications:

2 years of commercial credit or investment banking, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Advanced Microsoft Office (Excel and PowerPoint) skills

Experience in financial analysis and modeling and, knowledge of accounting principles and concepts

Strong analytical skills, with heightened attention to detail and accuracy

Strong verbal and written communication skills

Ability to work in a fast-paced, deadline-driven environment

Experience in credit, investment banking, consulting, or accounting, preferably in the software/technology sector