Investment Banking Program Analyst, Wells Fargo

Wells Fargo

Location:
Canada, Toronto

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking talent to join the 2026 Investment Banking Early Career Program in Corporate and Investment Banking. The program provides training in financial accounting, cash flow, credit analysis, structuring, corporate valuation, and financial modeling, as well as opportunities to work on financial projections, client presentations, industry research, and strategic planning. Analysts will participate in client meetings and interactions, with a focus on delivering exceptional solutions in a highly collaborative environment.

Job Responsibility:

developing and maintaining models to depict projected financial results and to value companies
working closely with senior bankers on presentations, financial and credit analysis, and the preparation of financial projections and models
supporting various financial analyses, including valuations and merger consequences
performing comprehensive and in-depth company and industry research
preparing presentations and other materials for clients
conducting research, participating in strategic planning and assisting in the execution of advisory services
conducting financial analysis, preparing credit packages, and monitoring existing deals
creating pitches, proposals, and marketing materials
participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers.

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
registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire
registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire
registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire
Wells Fargo will only consider candidates who are presently authorized to work for any employer in Canada and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in Canada.

Nice to have:

excellent verbal, written, and interpersonal communication skills
ability to work effectively, as well as independently, in a collaborative, change driven environment
intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
demonstrated knowledge, interest and/or experience with financial markets, banking, or financial services industry.

What we offer:

comprehensive six to eight week training program in Charlotte
classroom instruction in financial accounting, cash flow, credit analysis, products, structuring, corporate valuation and financial modeling
on-the-job coaching, mentoring, and feedback throughout tenure
exposure to key executives and senior bankers.

Additional Information:

Job Posted:
August 21, 2025

Expiration:
October 30, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Investment Banking Program Analyst