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
- Registration for FINRA exams including Securities Industry Essentials (SIE), Series 63 and Series 79 must be completed within 90 days of hire date, if they are not available for transfer upon hire. FINRA recognized equivalents will be accepted
- This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents
Work Location:
- 110832-NY-30 Hudson Yards, New York
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$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:
1 Feb 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.
