In this role, you will:
- Preparing detailed cash flow analysis to support transaction execution
- Creating pitch books
- Drafting responses for Requests for Proposals (RFPs)
- Leading due diligence meetings
- Working closely with internal and external counsel to negotiate legal documentation
- Working closely with internal partners to manage internal compliance requirements
- Maintaining client relationships; including screening potential finance solutions
- Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in policies, procedures and compliance requirements
- Collaborate and consult with functional colleagues, internal partners and stakeholders, including 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:
- Master's or bachelor's degree in business, finance, or accounting OR 2+ years of relevant work experience.
- Ability to develop and maintain strong relationships with internal and external clients.
- High attention to detail and accuracy
- Experience reading, negotiating, and/or interpreting legal documents
- Leadership experience and/or experience training others in a relevant professional capacity
- An energetic self-starter who is detail-oriented with strong quantitative skills and enjoys working in a team environment; ability to work with little direct supervision and thrive in a high energy environment
- Strong knowledge and understanding of the municipal bond market
- Experience and expertise running cash flows using DBC
- Very comfortable and efficient in Excel. Experience writing formulas; organizing, analyzing, and formatting data; and recognizing and auditing errors.
- Able to review and interpret financial statements.
- Analytical thinker. Able to make decisions and recommendations that are well-reasoned.
- High level of personal motivation. Does more than what is asked for and anticipates questions/issues.
- Ability to manage a high-volume workload while maintaining excellence and consistency of work. Ability to quickly change focus and stay organized is a must.
Job Expectations:
Salary: $165,000
Pay Range
$120,400.00 - $287,600.00
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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
24 Sep 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.