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Investment Banking Program Analyst- Mergers and Acquisitions (NYC/CLT)

AT Wells Fargo
Wells Fargo

Investment Banking Program Analyst- Mergers and Acquisitions (NYC/CLT)

New York, NY

Corporate & Investment Banking ("CIB") 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.

This position is a 1st/2nd Year Analyst role with Mergers & Acquisitions (M&A) group in one of our key offices - New York City or Charlotte. In this role you will support transaction execution across a variety of industries including Consumer/Retail, Industrials, Financial Institutions, Healthcare, Power & Energy, Real Estate & Gaming and Technology/Media/Telecomm.

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Investment Banking Analysts 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. The Analyst provides these services as part of a team consisting of Associates, Vice Presidents, Directors, and Managing Directors.

In this role, you will:
  • Participate in analyzing companies, develop strategies for clients, pulling market and industry research across the M&A product suite which includes buysides, sellsides, special committee assignments and activism and defense
  • Review strategies for clients, build detailed and complex financial models, analyze market data, and prepare client presentations
  • Receive direction from a manager and exercise independent judgment while developing an understanding of compliance and risk management requirements for Investment Banking
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Interact with internal and external customers
Required Qualifications:
  • 6+ months of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Undergraduate degree from a four-year accredited college or university
Desired Qualifications:
  • Background in Accounting and Financial Analysis
  • Strong analytical skills with high attention to detail and accuracy
  • Strong financial modeling skills
  • Excellent verbal, written, and interpersonal communication skills
  • Organizational, multi-tasking, and prioritizing skills
  • Well-developed verbal, written, and interpersonal communication skills
  • Strong sense of ownership and responsibility
  • 6+ months of financial services or peripheral industry experience
  • Desire to be part of a high performing and collaborative team
Job Expectations:
  • 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
  • FINRA SIE, Series 63, and Series 79 exams must all be successfully completed within 90 days of employment if not available for transfer
Posting Locations:
  • 550 S Tryon St., Charlotte, NC
  • 500 W 33rd St., New York, NY
Base Pay:
  • Analyst 1: $110,000
  • Analyst 2: 125,000
  • May be considered for a discretionary bonus
Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$84,000.00 - $179,200.00
Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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:
29 Oct 2024
* Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

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.

Client-provided location(s): New York, NY, USA
Job ID: WellsFargo-R-410412-1
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • FSA
    • HSA
    • Mental Health Benefits
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Return-to-Work Program
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Performance Bonus
    • Stock Purchase Program
  • Professional Development

    • Tuition Reimbursement
    • Access to Online Courses
    • Internship Program
    • Associate or Rotational Training Program
    • Promote From Within
    • Mentor Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program
    • Unconscious Bias Training

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