Public Finance Program Associate – Higher Education

Wells Fargo•New York, NY

6d•$150,000 - $250,000•Onsite

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. Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Macro, Equities, Municipal Products Group, Credit Sales & Trading. About this role: Wells Fargo is seeking a Public Finance Program Associate to join the Public Finance Investment Banking team within the Municipal Products Group (MPG). Learn more about the career areas and business divisions at wellsfargojobs.com. MPG provides investment banking, municipal derivatives, investor solutions, institutional sales, secondary trading, and underwriting services to issuer and investor clients. Within MPG, Public Finance Investment Banking offers a full-service platform responsible for originating and structuring transactions for states, local governments, and not-for-profit clients, delivering capital-raising solutions for governments, higher education institutions, nonprofit organizations, and nonprofit healthcare institutions. The Public Finance Program Associate will support the Higher Education coverage team and help manage client relationships, develop business opportunities, and execute transactions, including derivatives. The Associate will be part of deal teams that include senior and junior team members and will build a network of influence among municipal market professionals, including bond lawyers, credit providers, financial advisors, rating agencies, and key industry vendors (e.g. public accounting firms). Issuers will include public and private higher education institutions.

Requirements

2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Master's or Bachelor's Degree in Business, Finance or Accounting or 3+ years direct public finance work experience
Ability to develop and maintain strong relationships with internal and external clients
High attention to detail and accuracy
Experience reading, negotiating, and/or interpreting legal documents
Leadership experience and/or experience training others in a relevant professional capacity
An energetic self-starter who is detail-oriented with strong quantitative skills and enjoys working in a team environment; ability to work with little direct supervision and thrive in a high energy environment
Strong knowledge and understanding of the municipal bond market
Proficiency using AI tools to generate client pitch materials and financing ideas
Experience and expertise running cash flows using DBC
Demonstrated proficiency in Excel, including experience with writing formulas; organizing, analyzing, formatting, and auditing data; and identifying and correcting errors
Ability to review and interpret financial statements
Strong analytical and problem-solving skills, with the ability to make well-reasoned decisions and recommendations.
High level of personal motivation, with a proactive approach to anticipating questions, identifying issues, and exceeding expectations
Ability to manage a high-volume workload while maintaining accuracy, consistency, and attention to detail, with the flexibility to quickly shift priorities and remain organized in a fast-paced environment.

Responsibilities

Prepare detailed cash flow analysis to support transaction execution
Create pitch books
Draft responses for Requests for Proposals (RFPs)
Lead due diligence meetings
Work closely with internal and external counsel to negotiate legal documentation
Work closely with analysts and internal partners to manage internal compliance requirements
Maintain client relationships, including screening potential finance solutions
Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in policies, procedures, and compliance requirements
Collaborate and consult with functional colleagues, internal partners, and stakeholders, including internal and external customers