Investment Banking Program Associate - Industrials Job at Wells Fargo (Charlotte)

New

Investment Banking Program Junior Associate

Corporate and Investment Banking: Wells Fargo Corporate & Investment Banking del...

Location

Canada , Toronto

Salary:

140000.00 - 250000.00 USD / Year

Wells Fargo

Expiration Date

March 04, 2026

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
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
This position may be subject to FINRA Background Screening Requirements
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

Job Responsibility

Participate in analyzing companies and client investments
Make recommendations to clients on investments
Identify opportunities for process improvements within Investment Banking Program
Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment to guide medium risk deliverables
Present recommendations for resolving business challenges and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Interact with internal and external customers

Fulltime

Investment Banking Program Associate - A&D Geologist

The Acquisitions & Divestitures (“A&D”) team within the Energy & Power Group in ...

Location

United States , Houston

Salary:

Not provided

Wells Fargo

Expiration Date

March 08, 2026

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
Experience in Aries, PHDWin, and Spotfire
Ability to work effectively, as well as independently, in a team environment
Strong organizational, multi-tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results
Strong financial modeling skills
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. FINRA recognized equivalents will be accepted
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. FINRA recognized equivalents will be accepted
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

Job Responsibility

Generate strategic content, including financial and technical analysis and product-specific concepts
Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment to guide medium risk deliverables
Present complex ideas and analyses to internal and external parties
Coordinate deliverables with internal product partners
Present recommendations for resolving business challenges and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Interact with internal and external customers

Fulltime

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New

Cib Banking Mid-cap Associate

Wells Fargo is seeking an Investment Banking Associate to join our Mid-Cap Inves...

Location

United States , New York

Salary:

150000.00 - 250000.00 USD / Year

Wells Fargo

Expiration Date

March 05, 2026

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
1+ year of experience across the full M&A transaction life cycle, including origination and execution
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
Ability to function both independently and as part of a team while meeting stringent deadlines and work quality standards
Prior experience working in a demanding, highly focused, collaborative, team environment
Strong team player that works with a high level of ethics and integrity
Advanced Microsoft Office skills (Outlook, Word, Excel, PowerPoint)
Bachelor’s degree in a relevant field

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 with 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 establish 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

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

Fulltime

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Ccb Poland Head/ Managing Director

Managing CCB Division at Bank Handlowy S.A. in Warsaw, ensuring the achieving of...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Strong execution skills
Strong communication skills including presentation to internal and external stakeholders, regulators, media, clients and other
Demonstrated knowledge of compliance issues and regulatory requirements (global and local)
Experience in managing dynamic and diverse teams
Familiar with Citi’s risk culture, risk and finance frameworks and their application at a legal entity and country level
Track record of identifying, managing and delivering change with all stakeholders to drive the business forward
Proven track record of developing and executing business growth strategies
Client-Facing and Relationship Management Skills
Proven leadership skills and intellectual capability to create momentum and an agenda across multiple products with a diverse population and competing priorities
Proven analytical and problem-solving skills with pragmatic approach to ensure limited resources are directed appropriately

Job Responsibility

Deliver on financial commitments, Revenues & Expenses, EBIT in Poland
Develop and monitor a client-driven franchise growth plan in Poland and communicate a clear Commercial Banking vision that is responsive to global/regional strategies and emerging market trends
Ensure that the overall business strategy is well defined and articulated to all key stakeholder such as CEO, Coverage Head, Regional CCB Head, product teams, operations and technology as well as second line and third line of defense partners
Communicate a clear vision of the Commercial Bank business strategy across Poland and engage employees in support of the strategy and growth
Grow market share across all key client Industry Verticals with high quality acquisition, activation and up-tiering
Build a strong network internally and externally and effectively compete with traditional global and local banks within our Target Market through superior client propositions and innovative solutions
Senior client coverage for existing and prospect companies
Drive cross-selling products like cash management, trade, FX, capital markets and wealth management
Define sales strategy for Commercial Bank in Poland, including target market, product and service offering, interaction models, training programs, and resources and infrastructure required
Execute on key growth initiatives for CCB and deliver under BHW 2.0 (post-Consumer exit) strategy

What we offer

Global benefits offered to workforce
Competitive salary
Inclusion-focused work environment

Fulltime

New

Associate Bank Financial Advisor

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and In...

Location

United States , Wayne

Salary:

Not provided

Wells Fargo

Expiration Date

March 06, 2026

Requirements

6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed Securities Industry Essentials (SIE) exam or equivalent
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards
A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire
FINRA recognized equivalents will be accepted
Compliance with state law registration and licensing requirements is mandatory

Job Responsibility

Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function
Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member
This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction

Fulltime

!

Associate, Production Support

Join JLL's premier Development Advisory team as an Associate and become part of ...

Location

United States , Miami

Salary:

Not provided

JLL

Expiration Date

Until further notice

Requirements

Bachelor's degree in Real Estate, Finance, Economics, Business Administration, Urban Planning, or related quantitative discipline from an accredited university, with demonstrated academic excellence (3.5+ GPA preferred)
0-2 years of experience in financial analysis, consulting, investment banking, or real estate, with proven ability to synthesize complex quantitative and qualitative information into actionable insights
Advanced Microsoft Excel skills including financial modeling, data analysis, and automation
proficiency in PowerPoint for executive presentation development
experience with financial databases and research platforms preferred
Exceptional written and verbal communication skills with ability to present complex analyses to senior executives, adapt messaging for diverse audiences, and maintain professional correspondence with high-net-worth clients
Self-directed work ethic combined with collaborative team mentality
ability to manage multiple high-priority projects simultaneously while maintaining exceptional attention to detail and meeting strict deadlines

Job Responsibility

Strategic Analysis & Modeling: Develop sophisticated financial models and feasibility analyses for complex development projects, utilizing JLL's proprietary databases, Argus Enterprise, and advanced Excel modeling techniques to evaluate investment opportunities ranging from $50M to $2B+
Market Intelligence & Research: Conduct comprehensive market studies analyzing demographic trends, competitive landscapes, zoning implications, and economic drivers using JLL's exclusive research platform, CoStar, Real Capital Analytics, and local market expertise
Client Engagement & Presentation: Prepare executive-level presentations and investment memoranda for C-suite executives and institutional decision-makers, while participating in client meetings, site visits, and due diligence sessions that directly impact transaction outcomes
Cross-Functional Collaboration: Partner with JLL's Capital Markets, Leasing, Project & Development Services, and Research teams to deliver integrated advisory solutions, gaining exposure to the full spectrum of commercial real estate services
Due Diligence Leadership: Manage comprehensive due diligence processes including site analysis, regulatory review, environmental assessments, and third-party coordination while maintaining rigorous quality standards and client communication protocols
Business Development Support: Assist in proposal development, pitch preparation, and thought leadership initiatives that showcase JLL's advisory capabilities to prospective clients and reinforce existing relationships
Professional Network Building: Actively participate in industry organizations such as ULI, NAIOP, and ICSC, while representing JLL at conferences, networking events, and continuing education programs

What we offer

Competitive base salary commensurate with experience, plus performance-based bonuses tied to individual and team achievements
Comprehensive benefits package including health, dental, vision, 401(k) with company match, and flexible time-off policies that support work-life integration
Structured mentorship program pairing you with senior Development Advisory professionals
clearly defined advancement pathway from Associate Analyst to Analyst to Senior Analyst roles with corresponding increases in responsibility and client interaction
Annual education allowance for industry conferences, certification programs, and continuing education
access to JLL's internal learning management system featuring 500+ courses in real estate, finance, and leadership development
tuition reimbursement for relevant graduate degree programs
Exposure to international markets and cross-border transactions through JLL's worldwide network
opportunity for temporary assignments in key global markets including London, Hong Kong, Sydney, and other major financial centers
Association with JLL's market-leading brand and reputation for excellence

Fulltime

Senior Institutional Investment Operations Specialist Military Apprentice

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist M...

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

March 14, 2026

Requirements

2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Enrollment into Wells Fargo’s DOL Registered Apprentice Program is required
Ability to work a hybrid schedule
Willingness to work on-site at stated location on the job opening

Job Responsibility

Assist in lifecycle support for institutional trade flow
Manage client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as work to resolve confirmation and International Swaps and Derivatives Association (ISDA) related issues
Lead or participate in moderately complex initiatives and deliverables
Contribute to large scale planning related to process, procedures, and efficiencies with internal and industry related initiatives
Identify and recommend opportunities for process improvement and risk control development
Provide leadership to bring groups together to resolve multi-faceted complex issues
Serve as a leader on projects along with internal and industry related initiatives
Review and analyze complex functional and operational tasks that require in-depth evaluation
Exercise independent judgment and resolution to guide the deliverable
Resolve moderately complex issues

Fulltime

Senior Associate - Internal Audit

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

CNM LLP

Expiration Date

Until further notice

Requirements

Bachelors degree from an accredited university in Accounting, Economics, Business Management, Finance or related
Minimum 3 years of experience in financial services at public accounting firm, professional services firm, or financial institution with emphasis on risk and compliance and Internal Audit
Experience with subject matter related to financial service/banking products, services, lines of business, regulations, and environments, with emphasis on any engagements performed for regional, super regional or large global banks
Foundational knowledge of banking terminology, regulators, risks and controls, with experience applying them in comprehensive, risk-based internal audits.
Exceptional people, project and client management skills gained by working in multiple, professional environments
Ability to communicate effectively, clearly and concisely – also able to assess situations and ensure responses are well suited to various business situations
Experience translating complicated issues into simple and easy to understand terms to guide clients and provide information
Ability to adapt to unexpected changes in timelines, deadlines and scope of work

Job Responsibility

Partner with high energy, high performing project teams to work on internal audit engagements within the financial services industry, including regulated financial institutions, fintech companies, mortgage companies, broker dealers and investment companies
Consult and advise key stakeholders on various aspects of their governance, risk and controls programs
Create process narratives, identifying key controls, and conclude on the design of identified controls
Perform operating effectiveness testing by selecting samples and testing attributes
Present results to key constituents and stakeholders, including process owners, internal audit directors, and members of executive management
Demonstrate clear and concise writing and verbal skills to communicate complex issues in simple terms to clients and team members
Produce quality deliverables evidenced through minimal review time and review notes
Active improving technical and project management skills through on-the-job feedback, performance evaluations, mentoring, and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training
Respond to client needs, acting as a primary contact with clients
Balance competing priorities with minimal client disruptions, while maintaining project progress

Fulltime

Investment Banking Program Associate - Industrials

Wells Fargo

Location:
United States , Charlotte ▼
New York

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 04, 2026

Expiration:
March 06, 2026

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