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Wells Fargo
Wells Fargo

Leading company in the financial services industry

Investment Banking Associate - Healthcare Services

직무세일즈 엔지니어
경력신입/주니어
위치NEW YORK; CHARLOTTE
근무오피스 출근
고용정규직
게시1주 전
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The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Learn more about the career areas and lines of business at wellsfargojobs.com.

About this role:

Wells Fargo is seeking an Investment Banking Associate to join the Healthcare group focusing on Healthcare Services.

In this role, you will:

  • Support senior bankers in their relationship management responsibilities, including interaction with current and prospective clients

  • Create detailed financial models, including LBO models and other financial and valuation analysis

  • Participate in and help drive all aspects of deal coordination, including conducting due diligence efforts, drafting and reviewing marketing materials and liaising with potential buyers, other advisors and team members

  • Assist the senior banker and deal teams to analyze financial statements, conduct due diligence, build complex financial models, complete industry and comp analysis, and distill large amounts of information into concise memos that address key credit risks

  • Demonstrate a strong understanding of Wells Fargo’s credit risk policies, risk appetite, and underwriting guidelines

  • Support a collaborative and inclusive environment

Required Qualifications:

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

Desired Qualifications:

  • Healthcare Investment Banking experience

  • Excellent verbal, written, and interpersonal communication skills

  • A Master's degree or higher in accounting, finance, or economics

  • Strong grasp of corporate finance, valuation, and financial accounting

  • Demonstrated excellence in working effectively as an individual and as part of a team

  • An individual who demonstrates a sense of personal accountability and urgency for achieving results

  • Strong analytical skills with high attention to detail and accuracy

Job Expectations:

  • 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 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

  • This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Posting Locations:

  • 500 West 33rd St.

  • New York, New York 10001

  • 550 S Tryon St.

  • Charlotte, North Carolina 28202

New York Pay Range:

$175,000-$225,000

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$139,000.00 - $260,000.00

Benefits

  • Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit [Benefits

  • Wells Fargo Jobs](https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

  • 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

Posting End Date:

14 May 2026

Job posting may come down early due to volume of applicants.We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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Wells Fargo 소개

Wells Fargo

Wells Fargo & Company is an American multinational financial services company. The company operates in 35 countries and serves more than 70 million customers worldwide.

10,001+

직원 수

San Francisco

본사 위치

$163B

기업 가치

리뷰

10개 리뷰

3.7

10개 리뷰

워라밸

3.8

보상

3.2

문화

3.9

커리어

3.1

경영진

3.4

72%

지인 추천률

장점

Good benefits and health coverage

Flexible schedules and work arrangements

Supportive team environment

단점

Limited career advancement opportunities

High stress and overwhelming workload

Poor management and lack of direction

연봉 정보

16개 데이터

Mid/L4

Senior/L5

Mid/L4 · Lead Analytics Consultant

1개 리포트

$151,878

총 연봉

기본급

$116,064

주식

-

보너스

-

$151,878

$151,878

면접 후기

후기 4개

난이도

3.0

/ 5

소요 기간

21-35주

합격률

25%

면접 과정

1

Application Review

2

Recruiter Screen

3

Online Assessment

4

Technical Interview

5

Behavioral Interview

6

Offer

자주 나오는 질문

Coding/Algorithm

Technical Knowledge

Behavioral/STAR

Past Experience