Investment Banking Analyst Program Job at Wells Fargo (New York)

Investment Banking Analyst Program

The Investment Banking Analyst Program is a two-year experience designed for und...

Location

United States , San Francisco; Los Angeles

Salary:

90000.00 - 150000.00 USD / Year

Wells Fargo

Expiration Date

August 06, 2026

Requirements

6+ months of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bachelor’s degree with expected graduation between December 2026–June 2027
Strong academic achievement
Demonstrated interest in finance and financial markets
Strong analytical and communication skills
Proven ability to take on significant responsibility
Relevant internship experience
Ability to work effectively both independently and in teams
Proficiency in Microsoft Office (Excel, PowerPoint, Word)

Job Responsibility

Contributing to the build out of financial models and supporting financial analysis
Conducting company and industry research
Preparing client materials and pitch presentations
Participating in diligence sessions, client meetings, and internal discussions
Collaborating with senior bankers across sectors and geographies
Supporting the development of junior team members

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

2027 Corporate & Investment Banking (CIB) Chief Operating Office (COO) Summer Analyst Program

The 10-week analyst program is a professional program that provides participants...

Location

United States , Charlotte

Salary:

70000.00 USD / Year

Wells Fargo

Expiration Date

December 30, 2026

Requirements

Bachelor's degree with expected graduation in December 2027 or May/June 2028
Strong academic achievement
Demonstrated interest in finance and financial markets
Strong analytical and communication skills
Proven ability to take on significant responsibility
Relevant internship experience
Ability to work effectively both independently and in teams
Proficiency in Microsoft Office (Excel, PowerPoint, Word)
BA/BS degree with an interest in any of the following: Business Administration, Business Intelligence, Finance, Economics, Statistics, Technology, Communication, Accounting, Mathematics, Analytics, Political Science, Pre-law, Government, Policy and Management, Management and Risk Management or related business field

Job Responsibility

Supporting Business Management teams with managing business wide projects and initiatives and the day to day running of the business
Support business and financial planning processes, including headcount tracking, expense management, and performance reporting
Supporting business management teams on reporting on wider portfolio projects in alignment with business objectives as well as strategic programs and transformation of core capabilities
Contribute to strategic initiatives, regulatory readiness, and risk and control programs
Assist with the coordination of governance routines, leadership reporting, and internal communications
Perform data analysis, identifying process inefficiencies and recommending improvements
Support cross-functional project with business, technology, and operational stakeholder
Conduct market research, peer benchmarking, and internal analysis to inform strategic planning
Assist with preparation of executive presentations, meeting materials and briefing documents

Fulltime

Banking Analyst Graduate Program

Graduate Program delivering immersive experiences, transformative development an...

Location

Canada , Toronto

Salary:

125000.00 CAD / Year

Barclays

Expiration Date

Until further notice

Requirements

Must be in final year of study at an undergraduate degree program
GPA of 3.2 or above
Keen interest in business and finance
Curiosity to learn
Resourcefulness
Teamwork
Enthusiasm
Entrepreneurial spirit

Job Responsibility

Collaboration on live deals and client pitches
Support the team with advising on a broad range of corporate clients
Collaboration with cross-functional teams to support business initiatives
Participation in training and development programs
Identification of opportunities and development of business cases
Management of client relationships and provision of customer service support
Development and implementation of financial models and strategies
Training and mentoring of junior colleagues
Perform prescribed activities in a timely manner and to a high standard
Lead and supervise a team, guiding and supporting professional development

What we offer

Paid holiday and vacation
Competitive pay
Private medical care
Disability assurance
Flexible working
Life assurance
Voluntary benefits
Retirement planning

Fulltime

Banking Analyst Summer Internship Program

Summer Internship Program Overview: Join us as a summer intern and discover the ...

Location

Mexico , Mexico City

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Pursuing an undergraduate degree with a target graduation date within one year of the conclusion of this internship
Keen interest in business and finance
Curiosity to learn
Resourcefulness
Teamwork
Enthusiasm
Entrepreneurial spirit
Involvement in extracurricular activities (showcasing the above values)
In-depth technical knowledge and experience in assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise

Job Responsibility

Build and maintain relationships with clients, understand their needs, expectations and financial goals to develop and propose appropriate investment banking solutions for clients and their companies
Development and maintenance of strong relationships with corporate clients by understanding their business, financial goals, and industry trends
Generation of ideas and identification of opportunities that expand the bank's client base and generate new business opportunities
In-depth financial analysis and due diligence on client companies to assess their financial health and valuation
Collaboration with legal and compliance teams to review, draft, and maintain legal documentation required for transactions, including contracts and agreements
Collaboration with other teams, such as Capital Markets, Sales and Trading, Research, and Risk Management, to provide comprehensive solutions to clients
Champion Energy Transition and Sustainability by engaging with clients on their climate, transition strategies and sustainable finance opportunities where applicable
Perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement
Lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources (if applicable)
Develop technical expertise in work area, acting as an advisor where appropriate (if an individual contributor)

What we offer

Wellness rooms
On-site cafeterias
Fitness centers
Tech-equipped workstations
Supportive and inclusive culture and environment
Flexible working arrangements
Hybrid working
Structured approach to hybrid working with fixed 'anchor' days
Incredible variety, depth and breadth of experience
Chance to learn from a globally diverse mix of colleagues

Fulltime

Business Analyst / Project Manager – Investment / Corporate Banking

Citi is seeking an experienced Business Analyst at an Assistant Vice President (...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience in the Banking or Finance industry, with experience in data management, governance, or quality programs
Experience with data concern management frameworks and regulatory requirements (e.g., BCBS 239) is a plus
Familiarity with Citi’s technology architecture and multiple asset classes such as Banking, Interest Rates, Credit, FX, Commodities, Equities, and Prime is a plus
Strong analytical and problem-solving skills with attention to detail
Excellent communication and interpersonal skills, with the ability to collaborate across diverse teams
Ability to manage multiple tasks efficiently and meet deadlines in a fast-paced environment
Strong risk and control mindset, with experience working with 2nd and 3rd lines of defense functions
Proven ability to work effectively with large, complex, and diverse teams
Strong organizational skills with the ability to navigate complex systems and management processes
Bachelor’s/University degree required

Job Responsibility

Assist in categorizing, identifying, and logging data concerns impacting Banking and International Data stakeholders
Conduct root cause analysis and prioritize issues affecting B&I Data stakeholders
Participate in solution design, remediation planning, and execution of strategic and tactical data remediation solutions
Monitor and track data concerns, ensuring timely resolution and compliance with Citi’s Data Governance policies
Provide data concern updates using quantifiable metrics for internal management
Oversee data concerns metrics reporting processes from strategic data repositories
Collaborate with cross-functional teams (e.g., technology, finance, risk, and business units) to monitor project status and ensure alignment with Citi’s Data Governance Policy and standards
Identify and address barriers to timely execution, mitigating risks and driving solutions
Work with risk and defense teams (2nd and 3rd lines of defense) to ensure adherence to regulatory requirements and risk management best practices
Leverage analytical tools such as SQL, Excel, Tableau and other data visualization platforms to conduct data analysis and support decision-making

Fulltime

Wealth Management Rotational Analyst Program

The Citizens Wealth Rotational Analyst Program offers a unique opportunity to ga...

Location

United States , Westwood; Johnston; Tarrytown

Salary:

80000.00 USD / Year

Citizens Bank

Expiration Date

Until further notice

Requirements

Successfully complete a video interview assessment within 4 days of receiving the link
Preferred graduation date of May 2025 -May 2026
Minimum GPA 3.2
Preferred GPA 3.4+
Demonstrated interest in Wealth Management and financial services
Exceptional analytical, problem-solving, and organizational skills
Proficiency in Microsoft Excel and PowerPoint
Strong written and verbal communication skills
Ability to manage multiple priorities and work effectively in a team environment
Citizens is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.

Job Responsibility

Collaborate on strategic initiatives to enhance client and colleague experiences
Conduct research and analysis on market trends, competitive positioning, and business performance
Support product development and investment solutions for Financial Advisors and clients
Assist in project management for critical initiatives across Wealth functions
Prepare high-quality presentations and reports for wealth leadership
Leverage data analytics to inform decision-making and improve operational efficiency
Engage in cross-functional partnerships to drive innovation and deliver integrated solutions

What we offer

comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs
paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States

Fulltime

Public Finance Analyst Summer Internship Program

Summer Internship Program Overview. Join us as a summer intern and discover the ...

Location

United States , New York

Salary:

110000.00 USD / Year

Barclays

Expiration Date

Until further notice

Requirements

Pursuing an undergraduate degree
Target graduation date within one year of the conclusion of the internship
Ideally, a GPA of 3.2 or above
Keen interest in business and finance
Curiosity to learn
Resourcefulness
Teamwork
Enthusiasm
Entrepreneurial spirit

Job Responsibility

Help prepare and execute live transactions
Draft marketing materials
Perform cash flow analyses to evaluate debt financing alternatives
Update credit models and debt profiles for covered sectors
Research and analyse market data to share insights with clients
Participate in the day-to-day activities of the markets division
Execute small research projects
Prepare presentations and reports
Collaborate with cross-functional teams
Participate in training and development programs

What we offer

Paid holiday and vacation
Competitive pay
Private medical care
Disability assurance
Flexible working
Life assurance
Voluntary benefits
Retirement planning
Mentorship from senior and junior mentors
Networking and social events

Fulltime

Treasury Analyst - Cash Management

The salary for this position is $85,000 to $86,000 plus bonus, and it comes with...

Location

United States , Chicago

Salary:

85000.00 - 86000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelors degree required
2-5 years of Treasury or Accounting experience preferred
Banking System experience
Excellent organizational skills
High proficiency for accuracy
Proficiency in Microsoft Excel and Word
Working knowledge of SAP

Job Responsibility

Coordinate Treasury data retrieval
Retrieve and process electronic bank statements and coordinate information flow into SAP
Resolve issues related to obtaining electronic banking information
Ensure that inflows and outflows have proper G/L coding
Payment processing
Run daily payment programs, process wires that need to be uploaded into bank websites, process Federal/State/Canadian tax payments, process ACH drawdowns, and troubleshoot any payment-related problems
Various banking-related activities
Online banking user maintenance, signatory updates, process remote check deposits, handle auditor information requests, and maintain a list of all bank accounts
Assist with month-end activities, such as interest accrual reports, letter of credit reporting, and distribution of various reports
Verification of interest payment calculations with third parties

What we offer

medical
vision
dental
life
disability insurance
access to top jobs
competitive compensation and benefits
free online training
401(k) plan

Fulltime

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Investment Banking Analyst Program

Job Description

Job Responsibility

Requirements

What we offer

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