Investment Banking Program Analyst - Mergers and Acquisitions, San Francisco

at  Wells Fargo

Corporate & Investment Banking ("CIB") 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.
This position is a 1st/2nd Year Analyst role with Mergers & Acquisitions (M&A) group in San Francisco. In this role you will support transaction execution across a variety of verticals in the technology space.
Investment Banking Analysts 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. The Analyst provides these services as part of a team consisting of Associates, Vice Presidents, Directors, and Managing Directors.

In this role, you will:

• Participate in analyzing companies, develop strategies for clients, pulling market and industry research across the M&A product suite which includes buysides, sellsides, special committee assignments and activism and defense
• Review strategies for clients, build detailed and complex financial models, analyze market data, and prepare client presentations
• Receive direction from a manager and exercise independent judgment while developing an understanding of compliance and risk management requirements for Investment Banking
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal and external customers

Required Qualifications:

• 6+ months of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Undergraduate degree from a four-year accredited college or university

Desired Qualifications:

• Background in Accounting and Financial Analysis
• Familiarity and interest in technology companies
• Strong analytical skills with high attention to detail and accuracy
• Strong financial modeling skills
• Excellent verbal, written, and interpersonal communication skills
• Organizational, multi-tasking, and prioritizing skills
• Well-developed verbal, written, and interpersonal communication skills
• 6+ months of financial services or peripheral industry experience and /or technology
• Desire to be part of a high performing and collaborative team

Job Expectations:

• Ability 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
• FINRA SIE, Series 63, and Series 79 exams must all be successfully completed within 90 days of employment if not available for transfer

Posting Locations:

• 550 S Tryon St., Charlotte, NC
• 500 W 33rd St., New York, NY

Base Pay:

• Analyst 1: $110,000
• Analyst 2: 125,000
• May be considered for a discretionary bonus

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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

• Participate in analyzing companies, develop strategies for clients, pulling market and industry research across the M&A product suite which includes buysides, sellsides, special committee assignments and activism and defense
• Review strategies for clients, build detailed and complex financial models, analyze market data, and prepare client presentations
• Receive direction from a manager and exercise independent judgment while developing an understanding of compliance and risk management requirements for Investment Banking
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal and external customer