2024 Wells Fargo Cib Investment Banking Analyst Program

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wells Fargo is seeking talent to join the 2024 Investment Banking Analyst Program in Corporate and Investment Banking. Learn more about the career areas and lines of business at wellsfargojobs.com

Investment Banking Overview

The Investment Banking ("IB") 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 that includes debt and equity underwriting, mergers and acquisitions, and loan syndications. The team maintains active relationships with a broad universe of middle market, large corporate, financial sponsor and institutional clients, and is highly experienced in delivering exceptional execution. You may be placed in an Industry Coverage or a Product Group.

Investment Banking Industry Coverage Teams

Provides a full range of investment banking and advisory services to clients in the following industries:

• Financial Institutions Group
• Regional Investment Banking
• Technology, Media & Telecommunications
• Industrials
• Healthcare
• Consumer & Retail
• Real Estate, Gaming, Lodging and Leisure (REGAL)
• Energy & Power

Investment Banking Product Teams

Provides a full range of execution capabilities and services to clients in the following products:

• Mergers and Acquisitions
• Global Institutional Client Group/Financial Sponsors
• Corporate Finance
• Investment Grade Debt Capital Markets
• Leveraged Finance
• Equity Capital Markets
• Real Estate Syndicated Finance

Additional Product Groups

• Real Estate Securitization and Capital Markets
• Public Finance
• Sustainable Finance and Advisory
• Fund Finance

What The Program Offers

The Analyst Program is non-rotational and provides the opportunity to gain experience working for one of the most well regarded financial institutions in the world.

Analysts, depending on the Division and Group they are assigned to, assume significant responsibility that may include:

• Preparing presentations and other materials for clients
• Supporting various financial analyses, including valuations and merger consequences
• Conducting research, participating in strategic planning and assisting in the execution of advisory services
• Working closely with senior bankers on presentations, financial and credit analysis, and the preparation of financial projections and models
• Developing and maintaining models to depict projected financial results and to value companies
• Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers
• Conducting financial analysis, preparing credit packages, and monitoring existing deals; creating pitches, proposals, and marketing materials
• Performing comprehensive and in-depth company and industry research

Analysts start with a comprehensive six to eight week training program in Charlotte before beginning work with their business unit. The training combines all the analysts from various lines of business and includes classroom instruction in financial accounting, cash flow, credit analysis, products, structuring, corporate valuation and financial modeling. Wells Fargo professionals and consultants with special expertise in their fields equip analysts with the skills, knowledge and tools to make an immediate contribution to their team. Analysts will also receive on-the-job coaching, mentoring, and feedback throughout their tenure.

Program duration : This is a 2 year program with a program start date of June 2024.

Program Locations : Primary locations include Charlotte, New York, and San Francisco and limited opportunities may also be available in Houston, Washington D.C., and Los Angeles.

Pay Range

• May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards.
• Charlotte: $110,000 Annually
• New York: $110,000 Annually
• San Francisco: $110,000 Annually
• Washington D.C.: $110,000 Annually
• Houston: $110,000 Annually
• Los Angeles: $110,000 Annually

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

Desired Qualifications

Analysts must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is strongly preferred that your background include:

• Ability to work effectively, as well as independently, in a team environment
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Proven ability to take on significant responsibility
• An individual who demonstrates a sense of personal accountability and urgency for achieving results
• Strong interest in financial markets with knowledge attained through coursework, individual study and prior work experience
• A graduation date of December 2023- May/June 2024
• Energetic self-starter who is flexible, organized, conscientious and proactive
• Strong analytical skills with high attention to detail and accuracy
• Ability to work in a fast paced deadline driven environment
• Dedication to building a career in the financial services industry
• Excellent verbal, written, and interpersonal communication skills

Job Expectations

• 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 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 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

Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States.

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.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Reference Number

R-290853-6