Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
About this role:
Wells Fargo is seeking an Investment Banking Associate as part of Corporate & Investment Banking. Learn more about our career areas and lines of business at wellsfargojobs.com.
This position is for a 1st or 2nd Year Associate role with the Financial Institutions investment banking coverage team. In this role you will support deal origination and transaction execution within FIG’s sectors, comprising Specialty Finance, Asset Management, Insurance, Market Structure (broker / dealers, FinTech, exchanges, etc.), and Banks. We are looking to fill this role in our Charlotte office, but we also have a team based in New York.
In this role, you will:
- 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
Required Qualifications:
- 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 2+ years of capital markets experience
- Experience covering Financial Institutions sectors (Asset Management, Specialty Finance, Insurance, Market Structure, and/or Depositories)
- 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.
- Experience in investment banking
- Professional experience through internships, part-time or full-time work, and/or extracurricular activities.
- Dedication to building a career in Investment Banking.
- 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.
Job Expectations:
- 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 7 (or 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
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
- Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Pay Range:
- Pay Range: $175,000-$200,000
- May be considered for an annual discretionary bonus
Posting Locations:
- 550 S. Tryon Street, Charlotte, NC
- 500 West 33rd St. - New York, NY
