Investment Banking Associate, Mergers & Acquisitions

Wells Fargo is seeking an Investment Banking Associate to join our Mergers & Acquisitions group in New York City or Charlotte.  In this role you will support transaction execution across a variety of industry verticals including Consumer/Retail, Healthcare, Industrials, Power & Energy, Technology/Media/Telecom and Real Estate & Gaming.  

Investment Banking Associates are an integral part of the Investment Banking team. They are directly involved in the origination, structuring and execution of investment banking products and services for existing and prospective clients.  Associates participate in client meetings, due diligence visits and other client interactions during which they gain exposure to key executives and senior bankers. The Associate provides these services as part of a team consisting of Analysts, Vice Presidents, Directors, and Managing Directors.

In this role, you will:

• Participate in analyzing companies, develop strategies for clients, pulling market and industry research across the M&A product suite which includes buysides, sellsides, special committee assignments and activism and defense

• Review strategies for clients, build detailed and complex financial models, analyze market data, and prepare client presentations

• Receive direction from a manager and exercise independent judgment while developing an understanding of compliance and risk management requirements for Investment Banking

• Manage the various product workstreams and coordination with coverage banking partners

• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

• Interact with internal and external customers

• Develop and train Investment Banking Analysts in M&A valuation and processes

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

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Desired Qualifications:

• Prior experience in investment banking mergers & acquisitions, private equity or other financial services sector

• Strong analytical and quantitative skills with high attention to detail and accuracy

• Strong financial modeling skills

• Ability to work effectively, as well as independently, in a team environment and manage junior bankers

• Ability to work in a fast-paced deadline driven 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 and collaborative team environment with a sense of personal accountability and urgency for achieving results

• Experience training and mentoring junior talent

Job Expectations:

• Ability 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

• FINRA SIE, Series 63, and Series 79 exams must all be successfully completed within 90 days of employment if not available for transfer

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$120,400.00 - $287,600.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 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

Posting End Date:

22 Jun 2025

*Job posting may come down early due to volume of applicants.

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