Home
/
Account Management
/
Financial Sponsors Investment Banking Program Analyst - Mid-Year
Financial Sponsors Investment Banking Program Analyst - Mid-Year-January 2024
Charlotte
Jan 15, 2026
ABOUT WELLS FARGO
Wells Fargo is a diversified, community-based financial services company with a vision to satisfy customer’s financial needs and help them succeed financially.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Financial Sponsors Investment Banking Program Analyst - Mid-Year

  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 Investment Banking Program Analysts in the Corporate & Investment Banking division. The Analyst Program provides the opportunity to gain experience working for one of the most well-regarded financial institutions in the world. The Analyst Program offers opportunities in multiple lines of business and locations. Placements are based on candidate interests and fit, as well as group needs. Learn more about our career areas and lines of business at wellsfargojobs.com.

  These individuals are part of a structured program within Investment Banking and Capital Markets and the defined "career path" may lead to advancement, promotion, or further career mobility.

  Corporate and Investment Banking (CIB) delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

  CIB Banking is responsible for the origination and execution of all corporate and investment banking products and services, including credit, treasury management, deposits, capital raising, advisory services, and rates/foreign exchange activities and includes the following groups:Consumer & RetailCorporate FinanceDebt Capital MarketsEnergy & PowerEquity Capital MarketsFinancial InstitutionsFinancial SponsorsHealthcareIndustrialsMergers & AcquisitionsReal Estate, Gaming, Leisure & LodgingRegional Investment BankingTelecom, Media & TechnologyAbout this role:

  The Financial Sponsors Group is seeking an Analyst with prior investment banking experience to join their team in our New York City office. The team partners with both industry and product groups to deliver high quality advice and solutions to our clients. The ideal candidate will have knowledge of corporate and investment banking products (including M&A, capital markets, LBOs, etc.), a strong work ethic, ability to research and generate unique content for clients, and creative, team-oriented approach to solving problems.

  The Analyst will have the opportunity to work with private equity clients as they evaluate and execute new equity and debt investments, monetize existing investments, and contemplate capital structure solutions at both the portfolio company and fund level. This work will allow the candidate to cover a wide range of complex transactions including leveraged buyouts, acquisitions, divestitures, mergers, joint ventures, recapitalizations, strategic advisory assignments, and executions of public and private capital markets transactions.

  In this role, you will:Create detailed LBO models and other financial and valuation analysisSupport senior bankers in their relationship management responsibilities, including interaction with current and prospective clientsParticipate in and help drive all aspects of deal coordination, including conducting due diligence efforts, drafting and reviewing marketing materials and liaising with potential buyers, other advisors and team membersAssist the senior banker and deal teams to analyze financial statements, conduct due diligence, build complex financial models, complete industry and comp analysis, and distill large amounts of information into concise memos that address key credit risksDemonstrate a strong understanding of Wells Fargo's credit risk policies, risk appetite, and underwriting guidelinesSupport a collaborative and inclusive environmentEmployees 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.

  Base salary:

  1st year: $110,000

  2nd year: $125,000

  3rd year: $135,00

  This role is bonus eligible.

  Location: New York City is preferred but will consider candidates in Charlotte

  Required Qualifications:6+ months of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:6+ months of relevant work experience in capital markets, private equity/credit, or a combination of bothBS/BA degree or higher in accounting, finance, or economicsExperience with leveraged buyoutsExperience working with financial sponsor clientsExcellent grasp of corporate finance, valuation, and financial accountingDemonstrated excellence in working effectively as an individual and as part of a teamAbility to achieve business results and willing to accept accountability for achieving goalsExcellent verbal, written, and interpersonal communication skillsStrong analytical skills with high attention to detail and accuracyHigh level of initiative and accountabilityAbility to act with integrity, good character and exercise sound judgementWillingness to work long hours in a demanding, highly focused, collaborative, and team environmentExcellent analytical / modeling skills and ability to create in-depth financial models involved in LBO / M&A transactionsAbility to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environmentRegistration 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.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 acceptedPay Range

  $84,000.00 - $179,200.00

  Benefits

  Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.401(k) PlanPaid Time OffParental LeaveCritical Caregiving LeaveDiscounts and SavingsHealth BenefitsCommuter BenefitsTuition ReimbursementScholarships for dependent childrenAdoption ReimbursementWe 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, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

  Drug and Alcohol Policy

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

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Client Solutions Manager: FMCG and Beauty Key Accounts GBS
Responsibilities About TikTok TikTok is the leading destination for short-form mobile video. Our mission is to inspire creativity and bring joy. TikTok has global offices including Los Angeles, New Y
Customer Account Specialist
Do your friends describe you as a people person? Do you have customer relations experience? Are you looking for a role that will give you an opportunity to learn account management, sales, and operat
PAVE360 Solution Architect
The PAVE360 Solution Architect (SA) is responsible for technical customer interactions for the development and execution of the sales and business development strategy to achieve specific business ta
TRICARE Beneficiary Services Representative Camp Humphreys-C
Description Are you looking for your next great mission professionally? Do you have more to give, want to learn new skills and be part of a team with a rewarding mission? Leidos has the perfect job f
Client Services Development Program, New College Grad 2024
Company Description We will be accepting applications for this position from December 21, 2023 to January 4, 2024.  By applying to this position, your application is automatically considered across m
SMB Account Manager - DACH Market
Responsibilities TikTok is the leading destination for short-form mobile video. Our mission is to inspire creativity and bring joy. TikTok has global offices including Los Angeles, New York, London,
TRICARE Beneficiary Services Representative Floater-Camp Humphreys-C
Description Are you looking for your next great mission professionally? Do you feel like you have more to give, want to learn new skills and be part of a team with a rewarding mission supporting our
RN Case Manager - Franklin and Knox Counties, Ohio
$2,500 SIGN-ON BONUS FOR EXTERNAL APPLICANTS* Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team wil
Global Forwarding Agent
We're C.H. Robinson, one of the world's largest logistics platforms and we're looking for our next Global Forwarding Agent. Is that you? Are you detail-oriented, service-savvy and a problem-solver? I
Account Manager
Company Description Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities a
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved