2027 Investment Banking Program Analyst - Early Careers (Toronto)

Wells Fargo & Company•Toronto, ON

4d•CA$105,000 - CA$155,000•Onsite

About The Position

Wells Fargo is seeking an Investment Banking Program Analyst. In this role, you will participate in analyzing companies, develop strategies for clients, pull market and industry research, and complete a trading simulation within the Investment Banking Program. You will review strategies for clients, build detailed financial models, analyze market data, and prepare client presentations related to low-to-medium risk tasks and deliverables. You will receive direction from a manager and exercise independent judgment while developing an understanding of compliance and risk management requirements for the supported area. You will collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals, and interact with internal and external customers.

Requirements

6+ months 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 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 accepted.
This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check.
Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification.
Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Wells Fargo will only consider candidates who are presently authorized to work for any employer in Canada and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in Canada.
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.

Nice To Haves

Currently pursuing a bachelor’s degree with an expected graduation date between December 2026 –June 2027
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively, as well as independently, in a collaborative, change driven environment
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Involvement in extracurricular enrichment activities through one or more of the following: volunteerism, student organization involvement, study abroad program(s), leadership position(s), non-profit involvement
Pursuing a bachelor’s degree. All majors are welcome.
Demonstrated knowledge, interest and/or experience with financial markets, banking, or financial services industry.

Responsibilities

Participate in analyzing companies, develop strategies for clients, pulling market and industry research, and completing a trading simulation within Investment Banking Program
Review strategies for clients, build detailed financial models, analyze market data, and prepare client presentations related to low-to-medium risk tasks and deliverables
Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Interact with internal and external customers