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Wells Fargo

Investment Banking Program Analyst - Corporate Finance

Posted An Hour Ago
Be an Early Applicant
Hybrid
New York, NY
90K-150K Annually
Entry level
Hybrid
New York, NY
90K-150K Annually
Entry level
Develop financial models, data analytics, and presentation materials for investment banking pitches and transactions. Support deal execution and origination, create client-facing materials, and collaborate with senior bankers and cross-functional product and industry teams. The role requires strong analytical, financial modeling, communication, organization, and prioritization skills in a fast-paced environment, along with completion of FINRA registrations and regulatory screening.
The summary above was generated by AI
The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Learn more about the career areas and lines of business at wellsfargojobs.com .
About this role:
Wells Fargo is seeking an Investment Banking Program Analyst to join the Corporate Finance Advisory Group within Wells Fargo's Corporate & Investment Banking. Learn more about our career areas and lines of business at wellsfargojobs.com.
The Corporate Finance Advisory Group (CF) partners with product and industry groups across investment banking to provide clients with:
  • Product-agnostic advice on capital structure strategy and shareholder value creation
  • Creative structuring approaches to complex transactions
  • Differentiated quantitative analytics
  • Technical expertise in credit ratings, tax, accounting and sustainability-linked topics

In this role, you will:
  • Develop financial models, data analytics and presentation materials in support of pitch and deal activity
  • Support live deal execution and transaction origination activities in close collaboration with coverage and product partners
  • Apply independent judgment to guide and develop client-facing materials
  • Regularly work directly with senior bankers in small project teams
  • Build and apply broad analytical expertise across products, industries, and client situations
  • Collaborate with peers, colleagues, and managers to collectively resolve issues and achieve goals

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:
  • Ability to work effectively both independently and as part of a team
  • Ability to thrive in a demanding, deadline-driven, fast-paced environment with a strong sense of ownership, accountability and urgency
  • Strong financial modeling and analytical skills with high attention to detail and accuracy
  • Strong organizational, multi-tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills
  • 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

Job Expectations:
  • Visa sponsorship is not available
  • 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
  • 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 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
  • This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Posting Location:
  • 500 W 33rd St, New York, NY 10001

Pay Range - $110,000-$135,000
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.
$90,000.00 - $150,000.00
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:
27 Oct 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.
HQ

Wells Fargo San Francisco, California, USA Office

420 Montgomery St, San Francisco, CA, United States, 94103

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