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Investment Banking Overview
The Investment Banking group, which is organized by industry or product, is dedicated to understanding the unique competitive and operating environments of our clients.The group combines strong relationships and industry knowledge with superior capital markets and advisory capabilities thatactive relationships with a broad universe of middle market, large, financialand institutional clients, and is highly experienced in delivering exceptional execution.
WHAT THE PROGRAM OFFERS
assume significant responsibility that may include:
Developing andmaintainingmodels to depict projected financial results and to value companies
Working closely with senior bankers on presentations, financial and credit analysis, and the preparation of financial projections and models
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,participatingin strategicplanningandassistingin the execution of advisory services
Conducting financial analysis, preparing credit packages, andmonitoringexisting deals; creating pitches, proposals, and marketing materials
Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers
In this role, you will:
developstrategies for clients, pulling market and industry research, and completing a trading simulation within Investment Banking Mid-Year Program
Review strategies for clients, build detailed financial models, analyze market data, and prepare client presentations related to low-to-medium risk tasks and deliverables
Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Interact with internal and external customers
Ideal Candidate for this role:
Outstanding problem solving and decision-making skills
Strong analytical skills with high attention to detail and accuracy
Ability to be proactive,innovative
Ability to interact with integrity anda high levelof professionalism with all levels of team members and management
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Energetic self-starter who proactively takesinitiative,remainscuriousand has a genuine interest in learning and growth
Analysts start with a comprehensivesix to eight weekin their fields equip analysts with the skills,
: Primary
Required Qualifications:
6+ months of Investment Banking Program experience, or equivalentdemonstratedthrough one or a combination of the following: work experience, training, military experience, education
Please include your cover letter,and unofficial transcript with your application.
Analysts musta combination of academic aptitude, quantitativeand personal motivation. It is strongly preferred that your background:
Currently pursuing a bachelor’s degree with an expected graduation date between December 2025 –June 2026
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively, as well as independently, in a collaborative, change driven environment
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Involvement in extracurricular enrichment activities through one or more of the following: volunteerism, student organization involvement, study abroad program(s), leadership position(s), non-profit involvement
Pursuing a bachelor’s degree. All majors are welcome.
Demonstrated knowledge, interest and/or experience with financial markets, banking, or financial services industry.
Job Expectations:
Registration for FINRA Series 63 (or 66) must be completed within90 daysof 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 within90 daysof 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 within90 daysof hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject towith 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, whichthat Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening andare required toreport certain incidents.
in order totheir authorization to work in Canada.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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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