Associate, Public Finance - Not-for-Profit Healthcare

Wells FargoEl Segundo, CA
$165,000 - $250,000Onsite

About The Position

Wells Fargo is seeking a Public Finance Associate - Not-for-Profit Healthcare to join our Municipal Products Group (MPG). The Municipal Products Group (MPG) provides investment banking, municipal derivatives, investor solutions, institutional sales, secondary trading and underwriting services to issuer and investor clients.

Requirements

  • 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Registration for FINRA Series 52 must be completed within 90 days of hire date if it is not available for transfer upon hire.
  • Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire.
  • Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire.
  • 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.
  • Candidates must successfully complete and pass a background check prior to hire.
  • Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

Nice To Haves

  • Master's or Bachelor's Degree in Business, Finance or Accounting OR 3+ years direct public finance work experience.
  • Ability to develop and maintain strong relationships with internal and external clients.
  • High attention to detail and accuracy
  • Experience reading, negotiating, and/or interpreting legal documents
  • Leadership experience and/or experience training others in a relevant professional capacity
  • An energetic self-starter who is detail-oriented with strong quantitative skills and enjoys working in a team environment; ability to work with little direct supervision and thrive in a high energy environment
  • Strong knowledge and understanding of the municipal bond market
  • Experience and expertise running cash flows using DBC
  • Very comfortable and efficient in Excel. Experience writing formulas; organizing, analyzing, and formatting data; and recognizing and auditing errors.
  • Able to review and interpret financial statements.
  • Analytical thinker.
  • Able to make decisions and recommendations that are well-reasoned.
  • High level of personal motivation.
  • Does more than what is asked for and anticipates questions/issues.
  • Ability to manage a high-volume workload while maintaining excellence and consistency of work.
  • Ability to quickly change focus and stay organized is a must.

Responsibilities

  • Prepare detailed cash flow analysis to support transaction execution
  • Create pitch books
  • Draft responses for Requests for Proposals (RFPs)
  • Lead due diligence meetings
  • Work closely with internal and external counsel to negotiate legal documentation
  • Work closely with analysts and internal partners to manage internal compliance requirements
  • Maintain client relationships; including screening potential finance solutions
  • Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in policies, procedures and compliance requirements
  • Collaborate and consult with functional colleagues, internal partners and stakeholders, including internal and external customers

Benefits

  • 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
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