채용

Investment Banking Associate, Financial Institutions Group - All Verticals
NEW YORK, NY
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On-site
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Full-time
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1mo ago
Corporate and Investment Banking: 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.
About this role:
Wells Fargo is seeking an Investment Banking Program Associate as part of Corporate & Investment Banking. Learn more about our career areas and lines of business at wellsfargojobs.com.
Financial Institutions Investment Banking Coverage – All Verticals
We are looking to add a high performing Investment Banking Associate to join our Financial Institutions investment banking coverage team. This Associate will support deal origination and transaction execution across any of the FIG verticals: Insurance, Asset Management, Banks, Specialty Finance and Market Structure. This position is located in New York.
Investment Banking Associates are an integral part of the Investment Banking team. They are directly involved in the design, origination, structuring and execution of investment banking products and services for existing and prospective clients. Associates participate in client meetings, due diligence visits and other client interactions during which they gain exposure to key executives and senior bankers. The Associate provides these services as part of a team consisting of Analysts, Vice Presidents, Directors, and Managing Directors.
In this role, you will:
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Participate in analyzing companies and client investments
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Make recommendations to clients on investments
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Identify opportunities for process improvements within Investment Banking Program
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Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment to guide medium risk deliverables
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Present recommendations for resolving business challenges and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
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Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
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Interact with internal and external customers
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:
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2+ years of investment banking/capital markets experience
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Experience covering companies in the Insurance vertical
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Ability to work effectively, as well as independently, in a team environment
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Ability to work in a fast-paced deadline driven environment
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Strong financial modeling skills
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Strong organizational, multi-tasking, and prioritizing skills
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Excellent verbal, written, and interpersonal communication skills
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Strong analytical skills with high attention to detail and accuracy
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Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance
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Professional experience through internships, part-time or full-time work, and/or extracurricular activities
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Dedication to building a career in Investment Banking
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Willingness 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
Job Expectations
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Registration for FINRA exams including Securities Industry Essentials (SIE), Series 63 and Series 79 must be completed within 90 days of hire date, if they are not available for transfer upon hire. FINRA recognized equivalents will be accepted
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This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents
Work Location:
- 110832-NY-30 Hudson Yards, New York
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.
$150,000.00 - $250,000.00
Benefits:
- Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below.
Visit Benefits:
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Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
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Health benefits
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401(k) Plan
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Paid time off
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Disability benefits
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Life insurance, critical illness insurance, and accident insurance
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Parental leave
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Critical caregiving leave
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Discounts and savings
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Commuter benefits
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Tuition reimbursement
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Scholarships for dependent children
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Adoption reimbursement
Posting End Date:
9 Mar 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
PublicWells 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
3.7
10개 리뷰
워라밸
3.8
보상
3.2
문화
3.9
커리어
2.8
경영진
3.1
65%
친구에게 추천
장점
Good benefits and health coverage
Flexible hours and remote work options
Good work-life balance
단점
Limited career advancement opportunities
High stress and fast-paced environment
Poor management and lack of direction
연봉 정보
15개 데이터
Mid/L4
Director
Mid/L4 · Business Securities Operations Specialist
1개 리포트
$123,850
총 연봉
기본급
$107,643
주식
-
보너스
-
$123,850
$123,850
면접 경험
3개 면접
난이도
3.0
/ 5
소요 기간
21-35주
합격률
33%
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
뉴스 & 버즈
Nationwide class debated in Wells Fargo cash sweep case - Daily Journal
Daily Journal
News
·
6d ago
Greenville police investigate robbery at Wells Fargo on Red Banks Road - WCTI
WCTI
News
·
6d ago
UPDATE: One arrested in Greenville bank robbery - WITN
WITN
News
·
6d ago
The 'debasement trade' has driven gold to new heights. Wells Fargo's bull case calls for $8,000 an ounce - CNBC
CNBC
News
·
1w ago