Associate, Investment Banking

About the Role

Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. The Corporate Finance Advisory Group (CF) partners with product and industry groups across investment banking to provide clients with:

• Product-agnostic advice on capital structure strategy and shareholder value creation
• Creative structuring approaches to complex transactions
• Differentiated quantitative analytics
• Technical expertise in credit ratings, tax, accounting and sustainability-linked topics

Key Responsibilities

• Lead junior teams in developing financial models, data analytics and presentation materials in support of pitch and deal activity
• Support live deal execution and transaction origination activities in close collaboration with coverage and product partners
• Apply independent judgment to guide and develop client-facing materials
• Regularly work directly with senior bankers in small project teams
• Build and apply broad analytical expertise across products, industries, and client situations
• Collaborate with peers, colleagues, and managers to collectively resolve issues and achieve goals

Requirements & Tech Stack

• 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Qualifications

• Ability to work effectively both independently and as part of a team
• Ability to thrive in a demanding, deadline-driven, fast-paced environment with a strong sense of ownership, accountability and urgency
• Strong financial modeling and 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 and coursework in financial accounting and corporate finance

Job Expectations

• 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.
• 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 7 (or 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.
• 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.
• Specific compliance policies may apply regarding outside activities or personal investing.
• Ability to travel up to 10% of the time.

Additional Compensation Details

• Base pay range for NY: $175,000-$200,000
• May be considered for an annual discretionary bonus
• Pay Range Reflected: $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

• 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