Investment Banking Vice President, Mergers & Acquisitions

Wells FargoCharlotte, NC
Hybrid

About The Position

Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. Wells Fargo is seeking an Investment Banking Vice President within our Mergers & Acquisitions group in New York City or Charlotte. In this role you will drive and support transaction execution across a variety of industry verticals including Consumer/Retail, Financial Institutions, Healthcare, Industrials, Power & Energy, Technology/Media/Telecom and Real Estate & Gaming.

Requirements

  • 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • M&A execution including significant experience in large cap public M&A transactions
  • Excellent verbal, written, and interpersonal communication skills
  • Strong track record of originating and executing M&A transactions, particularly buy-sides
  • Ability to lead junior staff and manage several simultaneous transactions and projects at once
  • Highly developed writing skills
  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
  • Knowledge and understanding of business development: business vision, strategies, and goals application to the technology client universe
  • Ability to train and mentor junior talent
  • 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
  • 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 7 (or 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
  • Candidates must successfully complete and pass a background check prior to hire.
  • Ability to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results

Nice To Haves

  • Precise attention to detail is essential.
  • Demonstrate a habit of learning and mastering complex material.

Responsibilities

  • Be responsible for independently working with clients and handling complex transactions.
  • Demonstrate well-developed knowledge of the entire suite of M&A products and services including buy-sides, sell-sides, carve-outs, spin offs, fairness opinions and activism & defense; this position is directly involved in the origination and execution for existing clients and prospects.
  • Assist or drive the delivery of full range of M&A products and services to clients at the executive management level, managing client relationships, and executing mandated assignments.
  • Participate in analyzing companies, develop strategies for clients, analyzing market and industry research across the M&A product suite
  • Develop and train Investment Banking Analysts and Associates in M&A valuation and processes
  • Demonstrate high level of initiative and the ability to work within a fast-paced team environment.
  • Manage multiple projects simultaneously.
  • Communicate complex material effectively.

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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