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The Role
Supports corporate and institutional clients through strategic transactions and capital raising. Responsibilities include building valuation models, conducting company and industry research, preparing client materials and pitches, participating in diligence and client meetings, coordinating deal teams, leading workstreams, and supporting junior team members. The program includes six weeks of training in accounting, credit analysis, valuation, and modeling, followed by live deal execution and client advisory work.
Summary Generated by Built In
2027 Investment Banking Associate
Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of banking and financial solutions to over 15,000 corporate and institutional clients, including over 70% of the S&P 500.
A trusted partner to our clients, we provide corporate and transaction banking, corporate and transaction banking, commercial real estate lending and servicing, and equity and fixed income solutions - including sales, trading, and research capabilities - to corporate and institutional clients.
As an Associate in the Investment Banking Program, you will be part of a team that supports clients through strategic transactions and capital raising. From day one, you will contribute directly to live projects, build relationships with clients and senior bankers, and support work that helps clients achieve their strategic objectives in today's dynamic environment.
You will join a product or industry coverage group and contribute directly to transaction execution, client deliverables, and coordination across deal teams. #earlycareers
What to Expect
The program begins with six weeks of comprehensive training covering financial accounting, credit analysis, valuation, and modelling. You will also prepare for Series 63, 79, and SIE license exams.
Following training, you will step directly into live deal execution and client advisory work, with responsibility for deliverables and workstreams across transactions and strategic client engagements. Your responsibilities may include:
• Building valuation models and supporting transaction execution
• Leading workstreams and driving completion of key deliverables
• Conducting company and industry research to inform client advice and transaction strategy
• Preparing and reviewing client materials and pitch presentations
• Participating in diligence sessions, client meetings, and internal discussions
• Coordinating with senior bankers, analysts, and partners across sectors and geographies
• Supporting the development of junior team members
Throughout the program, you will receive coaching, mentorship, and ongoing feedback while building the capabilities required to progress within investment banking.
Is This Program Right for You?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
Required Qualifications
• 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
Desired Qualifications
• MBA with an expected graduation date of December 2026 to June 2027
• Strong verbal and written communication skills
• Ability to operate effectively both independently and in teams
• Advanced Microsoft Office (Excel, PowerPoint, Word) skills
• Track record of leadership or involvement in professional or academic initiatives
Licensing Requirements
• FINRA registration for SIE, Series 63 (or 66), and Series 79 must be completed within 90 days of hire if not already held. Recognized equivalents will be accepted.
Program Locations
Positions are available in New York and Charlotte, with limited opportunities in Houston, Chicago, and Washington, D.C.
Pay Range:
NC (Charlotte): $175,000 Yearly
NY (New York City): $175,000 Yearly
TX (Houston): $175,000 Yearly
IL (Chicago): $175,000 Yearly
Washington, D.C.: $175,000 Yearly
FINRA/Associated Person (AP)
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.
OCC Consent
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.
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 - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
31 Jan 2027
* 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.
Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of banking and financial solutions to over 15,000 corporate and institutional clients, including over 70% of the S&P 500.
A trusted partner to our clients, we provide corporate and transaction banking, corporate and transaction banking, commercial real estate lending and servicing, and equity and fixed income solutions - including sales, trading, and research capabilities - to corporate and institutional clients.
As an Associate in the Investment Banking Program, you will be part of a team that supports clients through strategic transactions and capital raising. From day one, you will contribute directly to live projects, build relationships with clients and senior bankers, and support work that helps clients achieve their strategic objectives in today's dynamic environment.
You will join a product or industry coverage group and contribute directly to transaction execution, client deliverables, and coordination across deal teams. #earlycareers
What to Expect
The program begins with six weeks of comprehensive training covering financial accounting, credit analysis, valuation, and modelling. You will also prepare for Series 63, 79, and SIE license exams.
Following training, you will step directly into live deal execution and client advisory work, with responsibility for deliverables and workstreams across transactions and strategic client engagements. Your responsibilities may include:
• Building valuation models and supporting transaction execution
• Leading workstreams and driving completion of key deliverables
• Conducting company and industry research to inform client advice and transaction strategy
• Preparing and reviewing client materials and pitch presentations
• Participating in diligence sessions, client meetings, and internal discussions
• Coordinating with senior bankers, analysts, and partners across sectors and geographies
• Supporting the development of junior team members
Throughout the program, you will receive coaching, mentorship, and ongoing feedback while building the capabilities required to progress within investment banking.
Is This Program Right for You?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
Required Qualifications
• 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
Desired Qualifications
• MBA with an expected graduation date of December 2026 to June 2027
• Strong verbal and written communication skills
• Ability to operate effectively both independently and in teams
• Advanced Microsoft Office (Excel, PowerPoint, Word) skills
• Track record of leadership or involvement in professional or academic initiatives
Licensing Requirements
• FINRA registration for SIE, Series 63 (or 66), and Series 79 must be completed within 90 days of hire if not already held. Recognized equivalents will be accepted.
Program Locations
Positions are available in New York and Charlotte, with limited opportunities in Houston, Chicago, and Washington, D.C.
Pay Range:
NC (Charlotte): $175,000 Yearly
NY (New York City): $175,000 Yearly
TX (Houston): $175,000 Yearly
IL (Chicago): $175,000 Yearly
Washington, D.C.: $175,000 Yearly
FINRA/Associated Person (AP)
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.
OCC Consent
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.
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 - 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
31 Jan 2027
* 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.
Skills Required
- 2+ years of investment banking program experience or equivalent experience demonstrated through work, military service, training, or education
- FINRA registration for the SIE, Series 63 or Series 66, and Series 79 within 90 days of hire if not already held
- Successful completion of FINRA background screening and background check before hire
- MBA with expected graduation between December 2026 and June 2027
- Strong verbal and written communication skills
- Ability to work effectively independently and in teams
- Advanced Microsoft Office, Excel, PowerPoint, and Word skills
- Leadership or involvement in professional or academic initiatives
Wells Fargo Compensation & Benefits Highlights
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Retirement Support — Retirement support is anchored by a dollar‑for‑dollar 401(k) match on employee contributions after one year of service, with an additional non‑matching company contribution for some lower‑paid employees. Access to an employee stock purchase plan further expands long‑term savings opportunities.
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Parental & Family Support — Family supports include up to 16 weeks of paid parental leave available from the first day of employment, plus paid critical‑caregiving leave and extensive backup care options. Fertility, adoption, and surrogacy programs are highlighted with meaningful coverage and reimbursements, including a combined lifetime maximum up to $35,000 for eligible expenses.
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Healthcare Strength — Health coverage is comprehensive from day one, spanning medical, dental, vision, mental health, prescriptions, and preventive care often fully covered in‑network. Employer cost‑sharing is emphasized alongside no‑cost counseling through the EAP within plan limits.
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The Company
What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
Why Work With Us
We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”
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Wells Fargo Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
3 days a week
