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Financial Sponsors Investment Banking Program Analyst - Mid-Year
Financial Sponsors Investment Banking Program Analyst - Mid-Year-September 2024
Charlotte
Sep 10, 2025
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
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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.

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