Analyst, Investment Banking

About the Role

Wells Fargo is seeking a High Grade Debt Capital Markets Analyst within the Corporate & Investment Banking Group, focusing on the Financial Institutions sector. The High Grade Debt Capital Markets (DCM) team originates, structures, and underwrites various debt securities for corporate clients, primarily those with investment grade ratings. The DCM team collaborates closely with investment banking coverage partners and relationship managers, acting as product experts to deliver tailored debt financing solutions. The team's expertise encompasses public and private bonds, revolving credit facilities, term loans, syndicated acquisition financing, hybrids, and commercial paper.

Key Responsibilities

• Cover a range of clients in the Financial Institutions sector.
• Assist in pitching and executing capital markets debt transactions, predominantly publicly-traded bonds and other debt securities.
• Participate in analyzing companies and their capital structures.
• Make recommendations to clients.
• Identify opportunities for process improvements within the Investment Banking Program.
• Review and analyze market data, valuation analyses, models, and presentations, requiring research, evaluation, selection of alternatives, and independent judgment for medium-risk deliverables.
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
• Take ownership of client deliverables and coordinate with the team for execution.
• Interact with internal and external customers.
• Assist the team in tracking macro-economic events, their market impacts, and potential product pricing impacts.

Requirements & Tech Stack

• Investment Banking Program experience (6+ months), or equivalent demonstrated through work experience, training, military experience, or education.
• Capital markets experience (6+ months).
• Financial services industry experience (6+ months).
• Strong analytical skills with high attention to detail and accuracy.
• Strong organizational, multi-tasking, and prioritizing skills.
• Excellent verbal, written, and interpersonal communication skills.
• Bachelor's Degree with academic distinction, including coursework in financial accounting, economics, and corporate finance.
• MBA or CFA is a plus.
• Willingness to work long hours in a demanding, highly focused, collaborative, and fast-paced team environment, demonstrating personal accountability and urgency for achieving results.

Job Expectations

• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment.
• FINRA Series 63 and 79 examinations, or equivalent, must be completed within 90 or 180 days of employment commencement, depending on license requirements.
• Compliance with state law registration and licensing requirements is mandatory.
• Specific product licenses or SAFE licensing may apply.
• Meeting enhanced financial fitness and criminal background standards is required.
• Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance.
• For FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
• This position is subject to FINRA Background Screening Requirements.
• Specific compliance policies may apply regarding outside activities or personal investing.

Pay Range

$90,000.00 - $150,000.00

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