Investment Banking Associate, Insurance (FIG)

About this role:

Wells Fargo is seeking an Investment Banking Program Associate as part of Corporate & Investment Banking.  Learn more about our career areas and lines of business at wellsfargojobs.com.

Financial Institutions Investment Banking Coverage – Insurance

We are looking to add a high performing Investment Banking Associate to join our Financial Institutions investment banking coverage team.  This Associate will support deal origination and transaction execution for the Insurance industry.  This position is located in New York.

Investment Banking Associates are an integral part of the Investment Banking team. They are directly involved in the design, 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 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 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

• 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 FINRA exams including Securities Industry Essentials (SIE), Series 63 and Series 79 must be completed within 90 days of hire date, if they are not available for transfer upon hire. FINRA recognized equivalents will be accepted

• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.  In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards.  Wells Fargo will initiate the FINRA review process at the time of offer acceptance.

Additional Compensation Details:

• Base pay range for this position is $175,000-$225,000

• May be considered for an annual discretionary bonus

Work Location:

• 110832-NY-30 Hudson Yards, New York

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.

$138,500.00 - $287,600.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of whi