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Investment Banking Program Associate - Leveraged Underwriting

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , New York

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Category:

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Contract Type:
Not provided

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Salary:

150000.00 - 250000.00 USD / Year

Job Description:

Wells Fargo is seeking an Investment Banking Associate for the Leveraged Underwriting group within Corporate and Investment Banking (CIB). The position is focused on underwriting, structuring, and executing complex and fast-moving transactions that support Corporate and Sponsor clients across a diverse range of industries within Wells Fargo’s Leveraged Underwriting Group. This role will work closely with Leveraged Finance Debt Capital Markets (DCM), Sponsor Coverage, Capital Management, Industry Coverage, and Equity Capital Markets (ECM) teams to originate and execute new transactions.

Job Responsibility:

  • Create detailed financial models to analyze capital and growth strategies for clients
  • Conduct extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction
  • Partner with Leveraged Finance and Sponsor Coverage to structure and execute complex, fast-moving, leveraged acquisition finance, financial sponsor, and pre-IPO transactions
  • Support senior bankers in their relationship management responsibilities, including interaction with current and prospective clients
  • Participate in all aspects of deal coordination, including conducting due diligence efforts, drafting and reviewing materials and supporting the negotiation of credit agreements
  • Assist the senior banker and deal teams to analyze financial statements, conduct due diligence, build complex financial models, complete industry and comp analysis, and distill large amounts of information into concise memos that address key credit risks
  • Maintain knowledge of structuring, marketing, and distribution processes associated with leveraged debt instruments
  • Prepare marketing documents, including pitch materials, confidential offering memoranda, and management presentations
  • Develop knowledge around credit and other related legal agreements and complex loan structures
  • Demonstrate a strong understanding of Wells Fargo’s credit risk policies, risk appetite, and underwriting guidelines
  • Support a collaborative and inclusive environment

Requirements:

  • 2+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of financial services industry experience
  • Securities industry experience
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to achieve business results and willing to accept accountability for achieving goals
  • Strong organizational, multi-tasking, and prioritizing skills
  • High level of initiative and accountability
  • Ability to act with integrity, good character and exercise sound judgement
  • Strong Microsoft Office (Word, Excel, and Outlook) skills
  • Knowledge and understanding of financial services credit risk management
  • BS/BA degree or higher in accounting, finance, or economics
  • Strong understanding of financial and accounting concepts
  • Excellent analytical / modeling skills and ability to create in-depth financial models involved in LBO / M&A transactions
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
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:
February 14, 2026

Expiration:
February 26, 2026

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

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