Strategic Capital Associate

Wells Fargo

. Identify new private capital opportunities for direct investing/lending and third-party capital advisory engagements .

Posted 9/21/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in strategic investment management and financial modeling, with a strong focus on evaluating and executing transactions in private capital and leveraged finance. Proven ability to prepare investment materials and communicate effectively with senior management while mentoring junior staff.

Highest-signal resume keywords

Strategic Investment ManagementFinancial ModelingLeveraged FinancePrivate CapitalInvestment Banking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisDue DiligenceTransaction ClosingInvestment EvaluationFinancial Modeling

Soft Skills

Excellent Communication SkillsStrong IntegrityWork EthicAttention to DetailProblem Solving

Tools & Technologies

Microsoft Office SuiteExcelPowerPointOutlookWord

Industry Keywords

Private EquityCapital MarketsInstitutional MarketsBusiness DevelopmentInvestor Outreach

About the role

Key responsibilities & impact

Identify new private capital opportunities for direct investing/lending and third-party capital advisory engagements
Analyze new and existing investment opportunities with the Strategic Capital deal team
Prepare investment committee materials and present opportunities to senior management
Assess new investment and Overland Advantage direct lending opportunities with senior private capital specialists
Develop investor evaluation materials for capital advisory assignments
Help manage investor outreach process logistics
Develop financial models for assigned opportunities
Complete due diligence requests, legal entity work, execution and closing processes, and other transaction-closing activities
Participate in evaluation and ongoing monitoring of investments and loans as part of a deal team
Develop internal and external network contacts to drive business development opportunities
Mentor and train less experienced staff

Requirements

What you’ll need

2+ years of experience in strategic investment management, or equivalent demonstrated through work experience, training, military experience, or education
2+ years of work experience in leveraged finance, capital markets, private capital, private equity, investment banking coverage, or equivalent experience
Familiarity with evaluating and executing transactions related to private and traditional institutional markets
Excellent verbal, written, and interpersonal communication skills
Strong integrity, work ethic, initiative, and accountability
Ability to work independently or in teams in a fast-paced, loosely structured, entrepreneurial environment
Financial modeling experience
Financial analysis experience
Advanced proficiency in Microsoft Office Suite: Excel, Outlook, Word, and PowerPoint
Strong analytical skills, attention to detail, organization, and ability to solve complex or abstract problems
Bachelor's degree in Accounting, Finance, Economics, Engineering, Business, or related field
Ability to travel to different client markets as needed (<25% of time)

Benefits

Comp & perks

Hybrid work model, 4 days in the office and 1 day remote
Ability to travel to different client markets as needed (<25% of time)
Equal opportunity employment
Medical accommodation available during the recruitment or interview process
Drug-free workplace