Investment Banking Program Analyst - Corporate Finance

Wells Fargo•New York, NY

2d•$90,000 - $150,000•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 product and industry teams to advise clients on capital structure strategy and shareholder value creation, develop creative structures for complex transactions, provide quantitative analytics, and offer technical expertise in credit ratings, tax, accounting, and sustainability-linked topics. The analyst develops financial models, data analytics, and presentation materials for pitches and deals; supports transaction origination and live deal execution with coverage and product partners; and uses independent judgment to guide client-facing materials. The role regularly works directly with senior bankers in small project teams and builds analytical expertise across products, industries, and client situations. Wells Fargo describes the position as based at 500 W 33rd St, New York, NY 10001. The listed pay range is $110,000–$135,000, while the broader base pay range shown is $90,000–$150,000; employees may also be eligible for incentive opportunities.

Requirements

At least 6 months of Investment Banking Program experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
Complete registration for the Securities Industry Essentials (SIE) exam within 90 days of hire if it is not available for transfer; FINRA-recognized equivalents are accepted.
Complete registration for FINRA Series 63 or 66 within 90 days of hire if it is not available for transfer; FINRA-recognized equivalents are accepted.
Complete registration for FINRA Series 79 within 90 days of hire if it is not available for transfer; FINRA-recognized equivalents are accepted.
Successfully pass a FINRA background check before hire and comply with ongoing regulatory obligations.
Provide information to the Wells Fargo Personal Account Dealing Team and follow applicable policies regarding outside activities or personal investing if hired and affected by those policies.

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 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 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 resolve issues and achieve goals.
Execute applicable risk programs and follow Wells Fargo policies and procedures, including risk identification, escalation, and remediation obligations.