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Investment Banking Associate

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Charlotte

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Wells Fargo's Corporate & Investment Bank is seeking an Investment Banking Program Associate for the Client Growth Segments Group. The Associate acts as the 'quarterback' on deals, working within a team to ensure smooth communication, material preparation, and issue escalation. Responsibilities include financial modeling, transaction management, strategic analysis, mentoring junior talent, and participating in client interactions.

Job Responsibility:

  • Develop and maintain models to depict projected financial results and to value companies
  • Support various financial analyses, transaction strategy and deal tactics, including valuations and merger consequences
  • Provide strategic management of transaction processes
  • Provide input on critical dialogue and transaction negotiations
  • Lead due diligence, valuation, and financial modeling efforts
  • Perform comprehensive and in-depth company and industry research
  • Prepare presentations and other materials for clients
  • Conduct research, participate in strategic planning, and assist in the execution of advisory services
  • Participate in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers
  • Develop and mentor junior talent

Requirements:

2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to have:

  • Highly refined and professional verbal and written communications
  • Strong analytical and quantitative skills
  • Strong organizational, multi-tasking and prioritizing skills
  • Professional experience in investment banking or related industry through internships, part-time or full-time work, and/or extra-curricular activities
  • An individual who demonstrates a sense of personal accountability and urgency for achieving results
  • Demonstrated excellence in working effectively as an individual and as part of a team
  • Strong personal motivation, attention to detail and creative mindset
  • Dedication to building a career in the financial services industry
  • Willingness to work long hours in a demanding, highly focused, collaborative, and team environment
What we offer:
  • Equal opportunity employer
  • Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date
  • Registration for FINRA Series 79 must be completed within 90 days of hire date
  • Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date
  • Medical accommodation during application or interview process available
  • Drug-free workplace

Additional Information:

Job Posted:
June 14, 2025

Expiration:
June 19, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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