Intern – Investment Banking Program Analyst

Jobtailor; San Francisco (CA); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Mentorship program

Career development opportunities

Job summary

Wells Fargo offers an Investment Banking Analyst Program in the United States that emphasizes hands-on experience in financial modeling, company and industry research, and the preparation of client materials. Participants will engage in diligence sessions, client meetings, and internal discussions while collaborating with senior bankers across sectors and geographies.

The program provides ongoing coaching, mentorship, and feedback throughout the two-year duration, with a focus on developing

Qualifications

• 6+ months of Investment Banking Program experience or equivalent demonstrated through work, training, military, or education.
• Bachelor's degree with expected graduation between December 2026 and June 2027.
• Successful completion of the 2026 Investment Banking Analyst Program (CA).
• Strong academic achievement.
• Demonstrated interest in finance and financial markets.

Responsibilities

• Contribute to the build out of financial models and support financial analysis.
• Conduct company and industry research.
• Prepare client materials and pitch presentations.
• Participate in diligence sessions, client meetings, and internal discussions.
• Collaborate with senior bankers across sectors and geographies.
• Support the development of junior team members.
• Support live transactions and client delivery within an assigned product or industry coverage group.
• Receive ongoing coaching, mentorship, and feedback throughout the two-year program.

Skills

Analytical skills

Communication skills

Team collaboration

Independent work

Responsible mindset

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

• Contribute to the build out of financial models and support financial analysis
• Conduct company and industry research
• Prepare client materials and pitch presentations
• Participate in diligence sessions, client meetings, and internal discussions
• Collaborate with senior bankers across sectors and geographies
• Support the development of junior team members
• Support live transactions and client delivery within an assigned product or industry coverage group
• Receive ongoing coaching, mentorship, and feedback throughout the two-year program

Requirements

• 6+ months of Investment Banking Program experience, or equivalent demonstrated through work experience, training, military experience, or education
• Bachelor's degree with expected graduation between December 2026 and June 2027
• Successful completion of the 2026 Investment Banking Analyst Program (CA)
• Strong academic achievement
• Demonstrated interest in finance and financial markets
• Strong analytical and communication skills
• Proven ability to take on significant responsibility
• Relevant internship experience
• Ability to work effectively independently and in teams
• Proficiency in Microsoft Office, including Excel, PowerPoint, and Word
• Must be presently authorized to work for any employer in the United States and not require current or future Wells Fargo visa sponsorship
• Must successfully complete and pass a FINRA background check prior to hire
• Must meet ongoing FINRA regulatory obligations, including periodic screening and mandatory reporting
• Must adhere to Wells Fargo risk, compliance, and policy requirements
• Drug-free workplace requirements

Core Competencies

Demonstrates strong analytical and communication skills essential for financial modeling, analysis, and client presentations. Proficient in Microsoft Office tools, particularly Excel, PowerPoint, and Word, with a solid foundation in finance and financial markets.

Highest-signal resume keywords

• Investment Banking Program Experience
• Financial Modeling
• Analytical Skills
• Microsoft Excel Proficiency
• Communication Skills

ATS Optimization Keywords

Hard Skills

• Financial Modeling
• Financial Analysis
• Company Research
• Industry Research
• Pitch Presentations
• Diligence Sessions
• Client Meetings
• Transaction Support
• Microsoft Excel
• Microsoft PowerPoint

Soft Skills

• Team Collaboration
• Mentorship Support
• Independent Work
• Responsibility Taking

Certifications & Qualifications

• FINRA Background Check

Industry Keywords

• Investment Banking
• Finance
• Financial Markets
• Risk Compliance
• Policy Requirements

Tools & Technologies

• Microsoft Office