Job Description

2027 Investment Banking Associate

Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of banking and financial solutions to over 15,000 corporate and institutional clients, including over 70% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, and equity and fixed income solutions - including sales, trading, and research capabilities - to corporate and institutional clients.

As an Associate in the Investment Banking Program, you will be part of a team that supports clients through strategic transactions and capital raising. From day one, you will contribute directly to live projects, build relationships with clients and senior bankers, and support work that helps clients achieve their strategic objectives in today's dynamic environment.

You will join a product or industry coverage group and contribute directly to transaction execution, client deliverables, and coordination across deal teams.

What to Expect

The program begins with six weeks of comprehensive training covering financial accounting, credit analysis, valuation, and modelling. You will also prepare for Series 63, 79, and SIE license exams.

Following training, you will step directly into live deal execution and client advisory work, with responsibility for deliverables and workstreams across transactions and strategic client engagements. Your responsibilities may include:

• Building valuation models and supporting transaction execution
• Leading workstreams and driving completion of key deliverables
• Conducting company and industry research to inform client advice and transaction strategy
• Preparing and reviewing client materials and pitch presentations
• Participating in diligence sessions, client meetings, and internal discussions
• Coordinating with senior bankers, analysts, and partners across sectors and geographies
• Supporting the development of junior team members

Throughout the program, you will receive coaching, mentorship, and ongoing feedback while building the capabilities required to progress within investment banking.

Is This Program Right for You?

We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.

Required Qualifications

2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education

Desired Qualifications

MBA with an expected graduation date of December 2026 to June 2027

Strong verbal and written communication skills

Ability to operate effectively both independently and in teams

Advanced Microsoft Office (Excel, PowerPoint, Word) skills

Track record of leadership or involvement in professional or academic initiatives

Licensing Requirements

FINRA registration for SIE, Series 63 (or 66), and Series 79 must be completed within 90 days of hire if not already held. Recognized equivalents will be accepted.

Program Locations

Positions are available in New York and Charlotte, with limited opportunities in Houston, Chicago, and Washington, D.C.

Pay Range:

NC (Charlotte): $175,000 Yearly

NY (New York City): $175,000 Yearly

TX (Houston): $175,000 Yearly

IL (Chicago): $175,000 Yearly

Washington, D.C.: $175,000 Yearly

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

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.

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