Associate, Investment Banking - Financial Institutions Group, Asset Managem at Wells Fargo

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Jul, 26

Salary

250000.0

Posted On

05 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment banking, Financial modeling, Transaction execution, Deal origination, Asset management, Market data analysis, Valuation analysis, Financial accounting, Corporate finance, Due diligence, Risk management, Regulatory compliance, Interpersonal communication, Analytical skills, Multi-tasking, Attention to detail

Industry

Financial Services

Description

Corporate and Investment Banking: Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. 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. About this role: Wells Fargo is seeking an Investment Banking Program 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 – Asset Management We are looking to add a high performing Investment Banking Associate to join our Financial Institutions investment banking coverage team. This Associate will support deal origination and transaction execution for the Asset Management industry within Asset Management. This position is located in New York. 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 investment banking/capital markets experience Experience covering companies in the Insurance vertical 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 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 Willingness to work on-site in accordance with current office requirements Ability to work additional hours as needed 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 Registration for 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 This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Work Location: 110832-NY-30 Hudson Yards, New York Base Salary: Base pay range: $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 demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $150,000.00 - $250,000.00 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: 12 Apr 2026 *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. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

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Responsibilities

The Associate will support deal origination and transaction execution for the Asset Management industry within the Financial Institutions Group. They will participate in analyzing companies, conducting due diligence, and creating financial models to provide investment recommendations to clients.