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Industrials Investment Banking Coverage
This positionis a 1st Year Associate role with the Industrials Investment Banking coverage team. In this role you will support deal origination and transaction execution broadly across the Industrials vertical, whichhas Bankers located in New York, Chicago, and Charlotte. This position is located in Charlotte, NC.
Investment Banking Associates are an integral part of the Investment Banking team. They are directly involved in the design, origination, structuring and execution of investment banking products and services for existing and prospective clients. Associates participate in client meetings, due diligence visits and other client interactions during which they gain exposure to key executives and senior bankers. The Associate provides these services as part of a team consisting of Analysts, Vice Presidents, Directors, and Managing Directors.
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
Ability to work effectively, as well as independently, in a team 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
Ability to work collaboratively in a demanding, highly focused, deadline driven, fast paced team environment, with a sense of personal accountability and urgency for achieving results
Experience mentoring junior Analysts
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
Ability to travel up to 5%
Ability to work outside of regular business hours
Starting salary is $175K
Charlotte, NC: 550 South Tryon
21 Apr 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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