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Investment Banking Program Analyst

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, New York

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

100800.00 - 179200.00 USD / Year

Job Description:

The Analyst Program is non-rotational and provides the opportunity to gain experience working for one of the most well regarded financial institutions in the world. Analysts, depending on the Division and Group they are assigned to, assume significant responsibility that may include 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.

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
  • Participate in analyzing companies, develop strategies for clients, pulling market and industry research, and completing a trading simulation within Investment Banking Mid-Year Program
  • Review strategies for clients, build detailed financial models, analyze market data, and prepare client presentations related to low-to-medium risk tasks and deliverables
  • Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Interact with internal and external customers

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
  • Currently pursuing a bachelor’s degree with an expected graduation date between December 2025 –June 2026
  • 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
  • Involvement in extracurricular enrichment activities through one or more of the following: volunteerism, student organization involvement, study abroad program(s), leadership position(s), non-profit involvement
  • Pursuing a bachelor’s degree. All majors are welcome
  • Demonstrated knowledge, interest and/or experience with financial markets, banking, or financial services industry
  • 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

Nice to have:

  • Outstanding problem solving and decision-making skills
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to be proactive, innovative and creative in meeting customer and enterprise needs
  • Ability to interact with integrity and a high level of professionalism with all levels of team members and management
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Energetic self-starter who proactively takes initiative, remains curious and has a genuine interest in learning and growth
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:
July 15, 2025

Expiration:
December 31, 2025

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