Job Description

About this role:

Wells Fargo is seeking an Investment Banking Associate as part of Corporate & Investment Banking.  Learn more about our career areas and lines of business at wellsfargojobs.com.

Financial Institutions Investment Banking Coverage

This position is for a 1st or 2nd Year Associate role with the Financial Institutions investment banking coverage team.  In this role you will support deal origination and transaction execution within FIG’s sectors, comprising Specialty Finance, Asset Management, Insurance, Market Structure (broker / dealers, FinTech, exchanges, etc.), and Banks.  We are looking to fill this role in our Charlotte office, but we also have a team based in New York.

In this role, you will:

• Participate in analyzing companies and client investments
• Make recommendations to clients on investments
• Identify opportunities for process improvements within Investment Banking Program
• Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment to guide medium risk deliverables
• Present recommendations for resolving business challenges and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal and external customers

Required Qualifications:

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

Desired Qualifications:

• 2+ years of capital markets experience
• Experience covering Financial Institutions sectors (Asset Management, Specialty Finance, Insurance, Market Structure, and/or Depositories)
• Ability to work effectively, as well as independently, in a team environment.
• Ability to work in a fast-paced deadline driven environment.
• Strong financial modeling skills.
• Strong organizational, multi-tasking, and prioritizing skills.
• Excellent verbal, written, and interpersonal communication skills.
• Strong analytical skills with high attention to detail and accuracy.
• Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance.
• Experience in investment banking
• Professional experience through internships, part-time or full-time work, and/or extracurricular activities.  
• Dedication to building a career in Investment Banking.
• 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:

• Registration 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 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.
• 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.

Additional Compensation Details:

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

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$120,400.00 - $287,600.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit  Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 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

Posting End Date:

5 Aug 2025

* Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit  Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job Tags

Full time, Part time, Work experience placement, Work at office,

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