2027 Investment Banking Summer Associate Program (CA) - Early Careers
About The Position
Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of banking and financial solutions to over 15,000 corporate and institutional clients, including over 70% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, and equity and fixed income solutions - including sales, trading, and research capabilities - to corporate and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You’ll be aligned to a product or industry group and contribute to active client engagements from the outset. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a team that supports clients through strategic transactions and capital raising. From day one, you will contribute to live projects, build relationships across teams, and support work that helps clients achieve their strategic objectives in today’s dynamic environment.
Requirements
- 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
- MBA with an expected graduation date of December 2027 to June 2028
- Strong verbal and written communication skills
- Ability to operate effectively both independently and in teams
- Advanced Microsoft Office (Excel, PowerPoint, Word) skills
- Track record of leadership or involvement in professional or academic initiatives
- FINRA registration for SIE, Series 63 (or 66), and Series 79 must be completed within 90 days of hire if not already held. Recognized equivalents will be accepted.
- FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire.
- Must meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Responsibilities
- Building valuation models and supporting transaction execution
- Conducting company and industry research
- Preparing client materials and pitch presentations
- Participating in diligence sessions, client meetings, and internal discussions
- Collaborating with senior bankers on engagements across sectors and geographies
- Contributing to analyses and deliverables that support client engagements
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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
