Investment Banking Associate - Healthcare Services

Wells Fargo Bank•New York, NY

1d•Onsite

About The Position

Wells Fargo is seeking an Investment Banking Associate to join the Healthcare group, focusing on Healthcare Services. This role is part of the Corporate & Investment Bank (CIB), which provides a comprehensive suite of banking, capital markets, and advisory solutions, including sales, trading, and research capabilities, to corporate, government, and institutional clients. The CIB focuses on clients' overall financial needs, considering their total relationship with Wells Fargo.

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 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

Nice To Haves

Healthcare Investment Banking experience
Excellent verbal, written, and interpersonal communication skills
A Master's degree or higher in accounting, finance, or economics
Strong grasp of corporate finance, valuation, and financial accounting
Demonstrated excellence in working effectively as an individual and as part of a team
An individual who demonstrates a sense of personal accountability and urgency for achieving results
Strong analytical skills with high attention to detail and accuracy

Responsibilities

Support senior bankers in their relationship management responsibilities, including interaction with current and prospective clients
Create detailed financial models, including LBO models and other financial and valuation analysis
Participate 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 members
Assist 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 risks
Demonstrate a strong understanding of Wells Fargo’s credit risk policies, risk appetite, and underwriting guidelines
Support a collaborative and inclusive environment