2027 Investment Banking Summer Associate Program - Early Careers
About The Position
The 2027 Investment Banking Summer Associate Program is designed for MBA students between their first and second year. Wells Fargo Corporate & Investment Banking provides a wide range of financial solutions to corporate and institutional clients. As a Summer Associate, you will be aligned to a product or industry group and contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities. You will support clients through strategic transactions and capital raising, contributing to live projects and building relationships across teams.
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.
- 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.
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
Intern
