2027 Investment Banking Summer Associate Program (CA) - Early Careers

Wells FargoLos Angeles, CA
$150,000 - $250,000Onsite

About The Position

The 2027 Investment Banking Summer Associate Program is a 10-week program designed for MBA students between their first and second year. Participants 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 across business lines. Summer Associates will support clients through strategic transactions and capital raising, contributing to live projects, building relationships across teams, and supporting work that helps clients achieve their strategic objectives.

Requirements

  • 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
  • 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.
  • 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.

Nice To Haves

  • 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

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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