Josh Ward

About Josh Ward

Experienced finance professional with a demonstrated history of working in the financial…

Experience

1. Investment Banking Associate - Leveraged Underwriting

   Wells Fargo

   Jan 2023 — Present

   Lead the underwriting and partner with Leveraged Finance to structure and execute complex, fast-moving, leveraged acquisition finance, financial sponsor, and pre-IPO transactions, directing the credit and distribution approval processes to support new originations - Drive the coordination with Leveraged Finance, Sponsor Coverage, Industry Portfolio Management, and Industry Coverage partners to seamlessly execute on new client originations - Work on deal team responsible for complex transaction and credit analysis including in- depth due diligence, financial analysis and modeling, comp analysis, industry diligence, and the creation of concise credit approval recommendations to support leveraged finance transactions - Partner with broader deal team to represent the transaction to Independent Risk Management and senior leadership for credit and distribution approvals - Maintain active knowledge of leveraged finance market, comparative transactions, and structural trends to support proposed structuring and pricing of transaction - Support the negotiation of key financial structures, credit agreements, and legal documentation issues necessary to successfully originate and syndicate financing commitments - Engage in discussions with external constituents including financial sponsors and corporate clients - Demonstrate a strong understanding of leveraged lending guidelines, Wells Fargo’s credit risk policies, risk appetite and underwriting guidelines - Support, manage, and train junior bankers

Education

• University of Missouri - St. Louis

  Bachelor of Science Business Administration, Finance

  2016