2027 Investment Banking Summer Associate Program

About the Role

The 2027 Investment Banking Summer Associate Program is a 10-week program designed for MBA students between their first and second year. You will be aligned to a product or industry group and contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines.

Key Responsibilities

• 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

Requirements & Tech Stack

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

Program Locations

• New York
• Charlotte
• Houston (limited opportunities)
• Chicago (limited opportunities)
• Washington, D.C. (limited opportunities)

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

Base pay range offered is $150,000.00 - $250,000.00. Pay may vary based on demonstrated 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

Other Details

• Posting End Date: 31 Jan 2027
• This position is subject to FINRA background screening requirements.
• Wells Fargo maintains a drug free workplace.
• Third-Party recordings are prohibited unless authorized.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
• Reference Number: R-568617-1