Investment Banking Associate, Wells Fargo

Wells Fargo

Location:
United States, Chicago

Category:
Banking

Contract Type:
Employment contract

Salary:

150000.00 - 250000.00 USD / Year

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Job Description:

Wells Fargo is seeking an Investment Banking Associate to join our Mid-Cap Investment Banking team in Chicago. The Associate will be responsible for working on client coverage materials, conducting industry research and screening, transaction origination and execution of the full range of investment banking products and services.

Job Responsibility:

Work to support the business strategy and relevant teams to expand Wells Fargo's investment banking activities in the region
Support senior bankers in their relationship management responsibilities, which aligns with consistent coverage of Wells Fargo Commercial Banking clients
Prepare marketing documents, including pitch materials, confidential offering memoranda and management presentations
Keep abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Coordinate closely with internal and external resources to help arrange client meetings and important engagements
Perform financial analysis, including comparable transactions and public company analysis
Create detailed financial models used for valuation purposes
Conduct extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction
Utilize Microsoft Excel, Word and PowerPoint to present various pieces of analysis
Manage transaction logistics, including organizing data rooms and working group lists

Requirements:

2+ years of Investment Banking Program experience, or equivalent demonstrated through work experience, training, military experience, education
2+ years of exposure to the full spectrum of a M&A transaction life cycle including origination and execution experience
Prior experience at a large investment banking platform and/or a leading securities firm
Sound analytical and communication skills, attention to detail, and willingness to take on significant responsibility
High level of personal motivation, strong interpersonal skills, and a broad intellectual capacity
Comfortable functioning both independently and as part of a team, meeting stringent deadlines and work quality standards
Prior experience working in a demanding, highly focused, collaborative, team environment that required extended work hours from time to time
Team player that behaves ethically and with integrity
Bachelor's degree in a relevant field
Registration for FINRA Series 63, 79, and SIE must be completed within 90 days of hire date if not available for transfer upon hire

Nice to have:

Prior experience at a large investment banking platform and/or a leading securities firm
Sound analytical and communication skills, attention to detail, and willingness to take on significant responsibility
High level of personal motivation, strong interpersonal skills, and a broad intellectual capacity
Comfortable functioning both independently and as part of a team, meeting stringent deadlines and work quality standards
Prior experience working in a demanding, highly focused, collaborative, team environment that required extended work hours from time to time
Team player that behaves ethically and with integrity

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
Annual discretionary bonus

Additional Information:

Job Posted:
October 09, 2025

Expiration:
October 19, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Investment Banking Associate