Investment Banking Program Associate Job at Wells Fargo (New York)

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Investment Banking Program Associate

Wells Fargo is seeking an Investment Banking Program Associate as part of Corpor...

Location

United States , New York

Salary:

150000.00 - 250000.00 USD / Year

Wells Fargo

Expiration Date

April 01, 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
2+ years of investment banking/capital markets experience
Experience covering companies in the Insurance vertical
Ability to work effectively, as well as independently, in a team environment
Ability to work in a fast-paced deadline driven environment
Strong financial modeling skills
Strong organizational, multi-tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance

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
Support deal origination and transaction execution across any of the FIG verticals: Insurance, Asset Management, Banks, Specialty Finance and Market Structure

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

Principal, AI Strategy & Operations Program Manager

Microsoft AI’s (MAI) mission is to use AI responsibly to make everyone more info...

Location

United States , Mountain View

Salary:

130900.00 - 251900.00 USD / Year

Microsoft Corporation

Expiration Date

Until further notice

Requirements

Master's Degree in Business Administration or related field AND 3+ years consulting, investment banking, and/or program management experience
OR Bachelor's Degree in Business, Finance, Economics, Liberal Arts, Computer Science, or related field AND 4+ years consulting, investment banking, and/or program management experience
OR equivalent experience
5+ year(s) experience working in investment banking or a consultancy firm in the capacity of an Associate, Analyst, Consultant or equivalent, or otherwise as a Program Manager
3+ years' experience in Strategy, Management Consulting, and/or Finance

Job Responsibility

Gather competitive and market intelligence on other AI labs and approaches, synthesize insights into succinct briefs, and translate them into recommendation memos for leadership
Drive decision cadence and governance organizing and facilitating high‑impact forums (e.g., model strategy reviews, councils, and executive decision reviews), and ensuring follow‑through and accountability, Ensure high‑quality decision materials by curating pre‑reads, pressure‑testing narratives, and managing stakeholder feedback loops so presentations and artifacts are evidence‑based, crisp, and board‑ready
Coordinate cross‑functional execution of key priorities, partnering with teams to remove blockers, escalate risks, and keep initiatives on schedule
Build and steward relationships across internal teams and external partners, representing MAI’s model development priorities in cross‑Microsoft forums and helping align strategy, resources, and governance
Embody our Culture and Values

Fulltime

Hoa Finance Generalist

The Four Seasons Resort Costa Rica at Peninsula Papagayo is looking for a Reside...

Location

Costa Rica , Peninsula Papagayo, Guanacaste

Salary:

Not provided

Four Seasons

Expiration Date

Until further notice

Requirements

Must possess exceptional people skills and be able to interact with all levels of employees and customers
Must have excellent written and verbal communication skills
Must have excellent organizational and time management skills
Proven ability to work well under pressure and handle multiple tasks at the same time
Strong computer and math skills required
Reading, writing and oral proficiency in the English language
Proficient in the use of a personal computer and various software programs including MS Word, MS Excel, Power Point, and Iscala System

Job Responsibility

Prepare financial reports and maintain accounting records for the Residences, Villas and Estate Homes in Costa Rica
Produce and Reconcile Daily Rental Program Income for all entities and reconcile the Homeowners and Rental Program guests’ statistics and market codes
Post monthly a la carte services, Hotel charge-outs (allocations) and other to Opera
Produce Rental Revenue Statement for owner and connect with owners’ accountants for invoices
Route all invoices for approval, code to proper account, and signatures, and post all invoices into the accounting system (Iscala)
Review and upload all electronic invoices files to Satcom System for hacienda approvals in connection with owners’ accountants and vendors
Post and bill all services provided by Condominio Horizontal to all the homeowner associations
Prepare weekly wire transfer payments to vendors for all homeowner associations
Maintain all bank accounts, including operating, reserve, and investment accounts, distributing funds, balancing the check register, and reconciling accounts
Administrative work such as filling, calling and emailing

Fulltime

Financial Crime (Global Sanctions) Associate

Associate role on our Global Sanctions team, within Global Financial Crime. The ...

Location

United Kingdom , Edinburgh

Salary:

Not provided

BlackRock Investments

Expiration Date

April 11, 2026

Requirements

Minimum of 3 years of financial services experience
At least 1 year of demonstrated experience in a sanctions compliance role at an investment bank or asset manager
Experience contributing to the design, build, or implementation of compliance programs, with particular focus in technology-enabled control environments
Understanding of US, UK and EU sanctions laws and their application to a global multinational firm
Strong written and verbal communication skills for internal and external reporting and presentations to business or compliance stakeholders
High standard of accuracy and excellent attention to detail
Strong interpersonal skills and ability to work well independently and as part of a global, cross-functional team

Job Responsibility

Partner with key stakeholders to review and mitigate sanctions risk arising in prospective public and private transactions and investments
Advise on on-boarding of clients and third-party service providers who present heightened risk
Assist with the development and implementation data- and technology-related controls and processes designed to detect and mitigate sanctions risk
Contribute to the maintenance and enhancement of pre- and post-trade controls and monitoring processes
Support the development and implementation of policies and procedures, including the delivery of related training

What we offer

Retirement investment and tools
Access to education reimbursement
Comprehensive resources to support physical health and emotional well-being
Family support programs
Flexible Time Off (FTO)

Fulltime

Cross-Asset Structurer

This is an exceptional opportunity for you to join our client's offices in Zuric...

Location

Switzerland , Zurich

Salary:

Not provided

Star Actuarial Futures

Expiration Date

Until further notice

Requirements

Qualified investment expert (actuarial/CFA)
Swiss or EU national
Extensive, relevant experience in structured finance, derivatives, or product structuring within financial institutions (ideally investment banks)
Strong grasp of financial markets and regulatory frameworks affecting product design and execution
Proficient in financial modeling, risk analysis, and quantitative techniques
Programming skills (e.g., Python, C++)

Job Responsibility

Designing and delivering financial products across multiple asset classes such as equities, fixed income, commodities, FX and derivatives
Presenting bespoke product ideas, and explaining structures in a clear way
Conducting risk analyses to assess and manage various risks (market, credit, operational, legal) associated with proposed structures
Carrying out in-depth market and quantitative analysis to identify new trends, opportunities and effective strategies
Taking responsibility for product Innovation, exploring new asset classes and structuring techniques, responding to evolving regulations and driving innovation in products and strategies

Fulltime

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

Compliance Officer - Investment Products (MiFID II)

As a Compliance Officer (Investment Products), you’ll play a key role in ensurin...

Location

Luxembourg

Salary:

Not provided

Satispay

Expiration Date

Until further notice

Requirements

3-5 years in a regulated financial institution (e.g., bank, EMI, PI, MiFID investment firm, ManCo, or VASP), with hands-on exposure to MiFID II, in Luxembourg or Europe
Experience working within a compliance framework is required
Direct exposure to audits and inspections is a strong plus
European regulations, including MiFID 2 and ideally MiCA, and Luxembourg laws applicable to Investment firms
Interest in fintech and investments – including virtual assets, with a strong understanding of technology-driven environments (e.g., automated onboarding, transaction monitoring tools)
AML/CFT knowledge – including transaction monitoring and international financial sanctions
Ability to work independently
Curiosity and proactivity – a drive to learn and take initiative
Fluent in English – both written and spoken
Excellent communication and writing skills – convey complex information clearly and concisely

Job Responsibility

Support the Head of the Compliance department in implementing and maintaining a robust Compliance Monitoring Programme to ensure adherence to all applicable regulations
Perform second-line of-defense controls, highlight weaknesses, and issue recommendations
Identify, assess, and mitigate compliance risks associated with existing and new investment products, including the specific risks presented by crypto-assets
Support the management of compliance incidents
Monitor changes in laws and regulations and advise the Authorised Management and the Product teams on business impacts
Contribute to the regulatory strategy and support future license extension processes
Assist in drafting, updating, and maintaining compliance policies
Support in timely and accurate regulatory reporting, including the CSSF annual questionnaire on financial crime
Support interactions with regulators on matters related to investment services, inspections, and periodic updates
Assist in coordinating and preparing responses for audits

What we offer

Unlimited paid time off
Psychological support & mental health webinars with Serenis
Flexible hybrid working system
Extended parental leave
Childcare leave
Professional development programmes
Internal mobility program
Language classes with Preply
Internal workshops & training
Stock Option Plan (with additional grants often provided based on performance)

Fulltime

Senior Finance & Strategy Associate

We're looking for a Senior Finance & Strategy Associate to drive forward-looking...

Location

United States , New York

Salary:

120000.00 - 150000.00 USD / Year

Findigs

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, Economics, or related quantitative field
3+ years of experience in FP&A, corporate finance, management consulting, investment banking, or related analytical roles
Advanced proficiency in Excel (pivot tables, complex formulas, financial modeling)
Strong financial modeling and forecasting capabilities with experience building models from scratch
Solid understanding of financial statements, SaaS metrics, and how business operations translate to financial performance
Exceptional analytical and problem-solving skills with ability to distill complex information into clear recommendations
Strong communication and presentation skills with ability to influence cross-functional stakeholders
Self-starter mentality with ability to manage multiple priorities and thrive in ambiguity

Job Responsibility

Lead monthly, quarterly, and annual forecasting processes, ensuring alignment with business objectives and translating actuals into forward-looking projections
Build and maintain financial models for strategic initiatives, program growth, scenario analysis, and long-range planning
Support unit economics analysis, customer cohort modeling, and revenue forecasting to optimize growth levers
Prepare variance analysis and business reviews that identify trends, risks, and opportunities
Build and maintain dashboards and models that track financial and operational performance across teams
Create executive-level presentations that communicate business performance, strategic recommendations, and key metrics
Design and implement KPIs that drive decision-making across go-to-market, product, and operations
Develop reporting infrastructure and automation to scale insights as the business grows
Support evaluation of M&A opportunities, partnerships, and new business initiatives

What we offer

Competitive base salary + Pre-IPO equity
Flexible Paid Time Off (PTO) policy, plus company holidays
Health benefits
401(k) matching up to 4%
Monthly gym stipend
Lunch provided every day

Fulltime

Investment Banking Program Associate

Wells Fargo

Location:
United States , New York

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 21, 2026

Expiration:
April 01, 2026

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Expiration:April 01, 2026

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