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Investment Banking Associate

wells fargo charlotte jobs
Wells Fargo
Charlotte, NC
$120K - $288K
91 views
2 days ago

About this role:

Wells Fargo is seeking an Investment Banking Program Associate to join our Consumer & Retail Investment Banking team within Wells Fargo’s Corporate & Investment Banking.

In this role, you will:

Help orchestrate capital raising and strategic advisory transactions. Associates assume significant responsibility that includes:

  • Developing and maintaining models to depict projected financial results and to value companies
  • Supporting various financial analyses, including valuations and merger consequences
  • Performing comprehensive and in-depth company and industry research
  • Preparing presentations and other materials for clients
  • Conducting research, participating in strategic planning and assisting in the execution of advisory services
  • Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers
  • Developing and mentoring junior talent
  • Collaborating and consulting with peers, colleagues, and managers to resolve issues and achieve goals
  • Interacting 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:

  • An MBA or equivalent, with coursework in financial accounting and corporate finance
  • 2+ years of professional experience in investment banking or related industries
  • 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.
  • 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:

  • FINRA Series 63, 79, and the Securities Industry Essentials (SIE) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • Ability to travel up to 10% of the time

Corporate & Investment Banking (“CIB”) delivers a comprehensive suite of capital markets, banking, and financial products and services. As a trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

Pay Range

$120,400.00 – $287,600.00

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.

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

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.

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