Strategic Capital Vice President

Wells Fargo

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

Posted 9/21/2026full-timeUnited StatesLeadWebsite

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 investment and loan opportunities. Proven ability to develop investor materials and manage transaction processes while fostering relationships within private capital and financial intermediary networks.

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 ModelingDue DiligenceRisk AssessmentPortfolio ConstructionTransaction Execution

Soft Skills

Analytical SkillsAttention to DetailProblem SolvingCommunication SkillsTeam Player

Tools & Technologies

Microsoft Office SuiteExcelPowerPointOutlookWord

Industry Keywords

Private EquityCapital MarketsCommercial BankingCorporate BankingInstitutional Markets

About the role

Key responsibilities & impact

Identify new private capital opportunities for direct investing/lending and third-party capital advisory engagements
Work with clients and prospects to find opportunities for Strategic Capital and Overland Advantage
Lead evaluation of investment and loan opportunities, considering risk, reward, and portfolio construction
Analyze opportunities, prepare investment committee materials, and present new investment and loan opportunities
Assess new Overland credit opportunities with Private Capital Specialists
Develop investor evaluation materials for capital advisory assignments and help manage investor outreach logistics
Develop financial models for assigned opportunities
Complete due diligence requests, legal entity work, execution/closing processes, and other transaction-closing activities
Manage evaluation and closing of investments and loans
Develop internal Wells Fargo and external financial intermediary networks to drive business development
Supervise and mentor less experienced individual contributors

Requirements

What you’ll need

5+ years of experience in Strategic Investment Management, or equivalent demonstrated through work experience, training, military experience, or education
5+ years of work experience in leveraged finance, capital markets, private capital, private equity, investment banking coverage, commercial/corporate banking, or equivalent experience
Strong analytical skills, attention to detail, organization, and ability to solve complex or abstract problems
Strong financial modeling experience, including the ability to create customized three-statement models independently
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, accountability, and ability to work as a team player
Ability to work independently or in teams in a fast-paced, loosely structured, entrepreneurial environment
Advanced proficiency 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 (<50% of time)

Benefits

Comp & perks

Hybrid work model: 4 days in the office and 1 day remote
Ability to travel to different client/prospect markets as needed (<50% of time)
Equal opportunity employment
Medical accommodation available upon request
Drug-free workplace