Investment Banking Associate Job at Wells Fargo (New York)

Investment Banking Associate

Wells Fargo

Location:
United States , New York

Category:
Finance

Contract Type:
Not provided

Salary:

150000.00 - 250000.00 USD / Year

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Job Description:

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo Technology sets IT strategy; enhances the design, development, and operations of our systems; optimizes the Wells Fargo infrastructure footprint; provides information security; and enables continuous banking access through in-store, online, ATM, and other channels to Wells Fargo’s more than 70 million global customers. Wells Fargo Securities, LLC seeks an Investment Banking Associate in New York, NY.

Job Responsibility:

Lead financial analysis and valuation workstream by building detailed financial modeling through knowledge of accounting and financial statement analysis
Prepare client-facing materials such as board presentations, management presentations, pitch decks, etc. that guide key decision making
Develop strategic rationale and investment thesis by conducting deep-dive company and industry research, competitive benchmarking, and market trend analysis
Interaction with clients both domestically and internationally to holistically understanding operations and business practices of these clients
Conduct detailed due diligence on behalf of clients and in preparation for creating marketing materials for distribution to potential buyers as well as for fairness opinions
Scenario Analysis for potential transaction structures and resulting impact on public or private company financials
Project management for various projects involving external and internal stakeholders across the institution as well as with clients
Training incoming junior talent via partnerships and staffing to help train and develop skillsets
Oversee internal teams and junior bankers, providing direction and quality control over deliverables under tight timelines and high-pressure environments

Requirements:

Bachelor's degree in Finance, Accounting, Business Administration, Mathematics, Statistics, or related field
3 years of experience in the job offered or in a related position in the investment banking field
Deep understanding of corporate finance, accounting, and economics principles and their applicability across industries
Ability to create complex financial models for multi-party transactions and analyze various ownership structures and financial scenarios and their impact on investment returns
Ability to analyze public and private companies' financial statements - understand drivers for revenue, operating margins, profitability and corporate taxes and effectively communicate corporate strategies and growth prospects to potential buyers
Demonstrate well-developed knowledge of the entire suite of M&A products and services including buysides, sellsides, carve-outs, spin offs, fairness opinions, special committee assignments and activism & defense
Knowledge of analytics required in each process as well as the overall project management
Assist or drive the delivery of full range of M&A products and services to clients at the executive management level, managing client relationships, and executing mandated assignments
Ability to lead junior staff and manage several simultaneous transactions and projects at once and to mentor and train junior bankers in acquiring the technical skills needed for success
Ability to craft strategic rationale for transactions, including evaluating industry consolidation trends, growth opportunities, and competitive positioning across all industries
Advanced knowledge of the following tools and technologies: Excel, PowerPoint, Bloomberg, FactSet, Refinitiv, AlphaSense, MergerMarket, and deal management platforms like Salesforce, Datasite, and Intralinks

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
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
February 12, 2026

Expiration:
February 27, 2026

Employment Type:

Fulltime

Work Type:

Hybrid work

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