Associate, Investment Banking - Technology

Reposted 10 Days Ago
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San Francisco, CA, USA
Hybrid
175K-200K Annually
Mid level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
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.
About this role:
Wells Fargo is seeking an Investment Banking Associate with a focus on Software and Semiconductors for the Tech team within the Tech, Media and Telecom (TMT) group. This team is dedicated to building long-term relationships with decision makers (C-suite, Board) across the software and semiconductor sectors, providing strategic advice, deep industry insights, and flawless execution of complex transactions.
In this role, you will:
  • Participate in analyzing companies and client investments across the software and semiconductor sector
  • Make strategic recommendations to clients based on market trends, valuation insights, and competitive positioning
  • Identify opportunities for process improvements within the Investment Banking Program
  • Review and analyze market data, valuation models, and presentations that require research, evaluation, and independent judgment to guide medium-risk deliverables
  • Present recommendations for resolving business challenges and develop expertise in the function, policies, procedures, and compliance requirements
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Interact with internal and external clients, including senior executives and institutional investors

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:
  • 2+ years of experience in software and/or semiconductor sectors within Tech
  • Strong understanding of industry dynamics, competitive landscape, and key valuation drivers in software and semiconductors
  • Excellent verbal, written, and interpersonal communication skills
  • A Master's degree or higher in accounting, finance, economics, or a related field
  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
  • Knowledge and understanding of business development: business vision, strategies, and goals
  • Knowledge and understanding of capital markets: deal execution process and standards

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.

Compensation Details:
  • Base pay: $175,000-200,000
  • May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

Location:
  • San Francisco, CA

Top Skills

Capital Markets
Investment Banking
Semiconductors
Software
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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 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 once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.

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