Analyst, Investment Banking
Wells Fargo
About This Role
The Equity Capital Markets (ECM) team is seeking an Analyst for its Private Capital Markets group in our New York City office.
Key Responsibilities
- Participate in analyzing companies.
- Develop strategies for clients.
- Pull market and industry research.
- Complete a trading simulation within Investment Banking Mid-Year Program.
- Review strategies for clients.
- Build detailed financial models.
- Analyze market data.
- Prepare client presentations related to low-to-medium risk tasks and deliverables.
- Receive direction from a manager and exercise independent judgment.
- Develop understanding of compliance and risk management requirements.
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
- Interact with internal and external customers.
Requirements & Tech Stack
- 6+ months of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- 6+ months of Equity Capital Markets/Investment Banking experience.
- Experience in Private Placement Capital Financing.
- Strong skill in financial modeling.
- Strong analytical skills with high attention to detail and accuracy.
- Ability to work effectively, as well as independently, in a team environment.
- 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 collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results.
Job Expectations
- Visa sponsorship is not available.
- Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment.
- Securities Industry Essentials (SIE) and FINRA Series 63 and 79 examinations, or equivalent, must be completed within a 90 or 180-day time period following commencement of employment.
- FINRA recognized equivalents will be accepted.
- Compliance with state law registration and licensing requirements is mandatory.
- 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 licensing review process at the time of offer acceptance.
- This position is subject to FINRA Background Screening Requirements.
- Specific compliance policies may apply regarding outside activities or personal investing.
Qualifications
- Wells Fargo provides eligible employees with a comprehensive set of 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