Investment Banking Program Associate -… at Wells Fargo · Charlotte

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. 

Banking is responsible for the origination, execution, and portfolio management of all corporate banking products and services, including credit, treasury management, and deposits; providing coverage and execution for all investment banking solutions, including capital raising, subscription finance, and mergers & acquisitions (M&A).

About this role:

Wells Fargo is seeking a 1st or 2nd Year Associate to join our Industrials Investment Banking coverage team. Our Industrials team advises on complex financial transactions, including mergers and acquisitions, equity and debt financings, joint ventures, and financial investments. Key sub-sectors include Aerospace & Defense, Building Products, Capital Goods, Chemicals, Forest Products & Packaging, Industrial Services, Metals, and Transportation & Logistics.

In this role, you will:

• Manage and develop client coverage materials
• Build financial models and support various financial analyses, including valuations and merger consequences
• Perform comprehensive and in-depth company and industry research
• Prepare presentations and other materials and memos for clients and internal committees
• Present recommendations for resolving business challenges and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
• Develop, train and support Analysts, and contribute to the overall growth and success of the team
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Participate in client meetings, due diligence visits and other client interactions during which they gain exposure to key executives and senior bankers

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:

• Bachelor's Degree with coursework in financial accounting and corporate finance or MBA
• 2+ years of relevant investment banking experience
• Strong financial modeling skills
• Strong organizational, multi-tasking, and prioritization skills
• Excellent verbal, written, and interpersonal communication skills
• Strong analytical skills with high attention to detail and accuracy
• Ability to work collaboratively in a demanding, highly focused, deadline driven, fast paced team environment, with a sense of personal accountability and urgency for achieving results

Job Expectations

• Ability to travel up to 10%
• Willingness to work on-site in accordance with current office requirements
• Ability to work additional hours as needed
• Registration for FINRA 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 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 Location:

• 550 S Tryon St. - Charlotte, North Carolina 28202
• 500 W 33rd St. - New York, New York 10001

Pay Range:

• Charlotte, North Carolina: $175,000 - $200,000
• New York, New York: $175,000 - $200,000

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.

$150,000.00 - $250,000.00

Posting End Date:

6 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.