Investment Banking Associate, Mergers & Acquisitions

Wells Fargo Bank; New York (NY); On-site; USD 120,000 - 288,000; Full time

Job summary

Wells Fargo is seeking an Investment Banking Associate for its Mergers & Acquisitions group in New York City or Charlotte. The position involves supporting transaction execution and requires strong analytical skills, financial modeling experience, and the ability to work effectively within a team. The ideal candidate will bring 2+ years of investment banking experience or equivalent, and will be involved in high-impact client interactions across various industries.

Benefits

Health benefits

401(k) Plan

Paid time off

Disability benefits

Life insurance

Parental leave

Tuition reimbursement

Qualifications

• 2+ years of Investment Banking Program experience or equivalent.
• Prior experience in investment banking mergers & acquisitions or private equity.
• Strong financial modeling skills.

Responsibilities

• Participate in analyzing companies and developing strategies for clients.
• Build detailed and complex financial models and analyze market data.
• Develop and train Investment Banking Analysts in M&A valuation processes.

Skills

Analytical skills

Financial modeling

Quantitative skills

Organizational skills

Communication skills

Education

Bachelor's degree

Job description

Wells Fargo is seeking an Investment Banking Associate to join our Mergers & Acquisitions group in New York City or Charlotte. In this role you will support transaction execution across a variety of industry verticals including Consumer/Retail, Healthcare, Industrials, Power & Energy, Technology/Media/Telecom and Real Estate & Gaming.

Investment Banking Associates are an integral part of the Investment Banking team. They are directly involved in the origination, structuring and execution of investment banking products and services for existing and prospective clients. Associates participate in client meetings, due diligence visits and other client interactions during which they gain exposure to key executives and senior bankers. The Associate provides these services as part of a team consisting of Analysts, 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

• Manage the various product workstreams and coordination with coverage banking partners

• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

• Interact with internal and external customers

• Develop and train Investment Banking Analysts in M&A valuation and processes

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:

• Prior experience in investment banking mergers & acquisitions, private equity or other financial services sector

• Strong analytical and quantitative skills with high attention to detail and accuracy

• Strong financial modeling skills

• Ability to work effectively, as well as independently, in a team environment and manage junior bankers

• Ability to work in a fast-paced deadline driven environment

• Strong organizational, multi-tasking, and prioritizing skills

• Excellent verbal, written, and interpersonal communication skills

• Willingness to work long hours in a demanding, highly focused and collaborative team environment with a sense of personal accountability and urgency for achieving results

• Experience training and mentoring junior talent

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

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.

$120,400.00 - $287,600.00

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:

22 Jun 2025

*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.