2027 Investment Banking Summer Associate Program

About the Role

The 10-week Summer Associate Program is designed for MBA students between their first and second year. You’ll be aligned to a product or industry group and contribute to active client engagements from the outset. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a team that supports clients through strategic transactions and capital raising. From day one, you will contribute to live projects, build relationships across teams, and support work that helps clients achieve their strategic objectives.

Key Responsibilities

As a Summer Associate, over the 10-week program you will gain exposure to the work performed across investment banking teams while building the technical and professional skills required to succeed in the industry. Your Responsibilities May Include:

• Building valuation models and supporting transaction execution
• Conducting company and industry research
• Preparing client materials and pitch presentations
• Participating in diligence sessions, client meetings, and internal discussions
• Collaborating with senior bankers on engagements across sectors and geographies
• Contributing to analyses and deliverables that support client engagements

Throughout the program, you will receive coaching, mentorship, and ongoing feedback while building the skills required for a career in investment banking.

Requirements & Tech Stack

We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.

• 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education

Desired Qualifications

• MBA with an expected graduation date of December 2027 to June 2028
• 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

Licensing Requirements

• 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.
• 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.

Program Locations

Positions are available in New York and Charlotte, with limited opportunities in Houston, Chicago, and Washington, D.C.

Pay Range

NC (Charlotte): $175,000 Yearly

NY (New York City): $175,000 Yearly

TX (Houston): $175,000 Yearly

IL (Chicago): $175,000 Yearly

Washington, D.C.: $175,000 Yearly

The base pay range offered for this position is $150,000.00 - $250,000.00. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, including:

• 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