Investment Banking Program Associate

at  Wells Fargo

INDUSTRIALS INVESTMENT BANKING COVERAGE

This position is a 1st Year Associate role with the Industrials Investment Banking coverage team. In this role you will support deal origination and transaction execution within Forest Products and Packaging vertical which has Bankers located in New York and Charlotte, NC. This position can be located in either location.
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

APPLICANTS WITH DISABILITIES

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

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.

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 customer