Investment Banking Associate - Client Growth Segments

About this role:

Wells Fargo's Corporate & Investment Bank is seeking an Investment Banking Program Associate for the Client Growth Segments Group.

The Associate is commonly described as the “quarterback” on the deal and provides the services below as part of a team consisting of Analysts, Vice Presidents, Directors, and Managing Directors. 

·        Ensures communication throughout the deal team

·        Creates, edits and delivers materials for all meetings

·        Masters the numbers that are the basis of discussion

·        Escalates any issues as needed to senior bankers

In this role, you will:

• Develop and maintain models to depict projected financial results and to value companies
• Support various financial analyses, transaction strategy and deal tactics, including valuations and merger consequences
• Provide strategic management of transaction processes
• Provide input on critical dialogue and transaction negotiations
• Lead due diligence, valuation, and financial modeling efforts
• Perform comprehensive and in-depth company and industry research
• Prepare presentations and other materials for clients
• Conduct research, participate in strategic planning, and assist in the execution of advisory services
• Participate in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers
• Develop and mentor junior talent

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:

• Highly refined and professional verbal and written communications
• Strong analytical and quantitative skills
• Strong organizational, multi-tasking and prioritizing skills
• Professional experience in investment banking or related industry through internships, part-time or full-time work, and/or extra-curricular activities
• An individual who demonstrates a sense of personal accountability and urgency for achieving results
• Demonstrated excellence in working effectively as an individual and as part of a team
• Strong personal motivation, attention to detail and creative mindset
• Dedication to building a career in the financial services industry
• Willingness to work long hours in a demanding, highly focused, collaborative, and team environment

Job Expectations:

• 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 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.
• 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.

Posting End Date: 

19 Jun 2025

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

We Value 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.

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 ri