Investment Banking Program Analyst - Corporate Finance

Wells Fargo Bank•New York, NY
•$110,000 - $135,000•Onsite

About The Position

Wells Fargo is seeking an Investment Banking Program Analyst to join the Corporate Finance Advisory Group within Corporate & Investment Banking. The group partners with investment banking product and industry teams to provide clients with product-agnostic capital structure and shareholder value advice, creative structuring for complex transactions, quantitative analytics, and technical expertise in credit ratings, tax, accounting, and sustainability-linked topics. The analyst develops financial models, data analytics, and presentation materials for pitch and deal activity; supports transaction origination and live deal execution; and works closely with coverage and product partners. The role involves applying independent judgment to client-facing materials, working directly with senior bankers in small project teams, building broad analytical expertise across products, industries, and client situations, and collaborating with colleagues to resolve issues and achieve goals. The position is based at 500 W 33rd St, New York, NY 10001. The stated base pay range is $110,000–$135,000; pay may vary based on factors such as performance, skills, experience, and work location. Employees may also be eligible for incentive opportunities. A separate pay range of $90,000–$150,000 is also stated in the posting.

Requirements

  • At least 6 months of Investment Banking Program experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
  • Registration for the Securities Industry Essentials (SIE) exam within 90 days of hire if it is not available for transfer upon hire; FINRA-recognized equivalents are accepted.
  • Registration for FINRA Series 63 or 66 within 90 days of hire if it is not available for transfer upon hire; FINRA-recognized equivalents are accepted.
  • Registration for FINRA Series 79 within 90 days of hire if it is not available for transfer upon hire; FINRA-recognized equivalents are accepted.
  • Must successfully complete and pass a background check before hire and meet ongoing regulatory obligations.

Nice To Haves

  • Ability to work effectively independently and as part of a team.
  • Ability to thrive in a demanding, deadline-driven, fast-paced environment with ownership, accountability, and urgency.
  • Strong financial modeling and analytical skills, with high attention to detail and accuracy.
  • Strong organizational, multitasking, and prioritization 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.

Responsibilities

  • 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.
  • 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.
  • Execute applicable risk programs and follow Wells Fargo policies and procedures, including escalating and remediating issues and making sound risk decisions.

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
  • Employees may be eligible for incentive opportunities
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