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About the Role
As an Associate in the Investment Banking Program, you will support clients through strategic transactions and capital raising. You will contribute directly to live projects, build relationships with clients and senior bankers, and support work that helps clients achieve their strategic objectives.
Responsibilities
- Building valuation models and supporting transaction execution
- Leading workstreams and driving completion of key deliverables
- Conducting company and industry research to inform client advice and transaction strategy
- Preparing and reviewing client materials and pitch presentations
- Participating in diligence sessions, client meetings, and internal discussions
- Coordinating with senior bankers, analysts, and partners across sectors and geographies
- Supporting the development of junior team members
Requirements
- 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
- MBA with an expected graduation date of December 2026 to June 2027
- Strong verbal and written communication skills
- Ability to operate effectively both independently and in teams
- Advanced Microsoft Office (Excel, PowerPoint, Word) skills
- Track record of leadership or involvement in professional or academic initiatives
- FINRA registration for SIE, Series 63 (or 66), and Series 79 must be completed within 90 days of hire if not already held. Recognized equivalents will be accepted.
- FINRA background screening requirements must be met.
- Must successfully complete and pass a background check prior to hire.
- Must meet and comply with ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.
Skills
- Financial accounting
- Credit analysis
- Valuation
- Modelling
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
Location
- San Francisco
- Los Angeles
Work Type
- Full-time
Experience Level
- Associate
Education Level
- MBA
Salary/Compensations
- $175,000 Yearly
- $150,000.00 - $250,000.00
Benefits
- 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
About the Company
- Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of banking and financial solutions to over 15,000 corporate and institutional clients, including over 70% of the S&P 500.
- A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, and equity and fixed income solutions - including sales, trading, and research capabilities - to corporate and institutional clients.
- Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Equal Opportunity
- Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.