Investment Banking Program Analyst - Fund Solutions

Lensa; New York (NY); On-site; USD 84,000 - 180,000; Part time

Job summary

Wells Fargo is hiring an Investment Banking Program Analyst to join its Fund Solutions Group in New York. The role focuses on structured credit facilities and capital market solutions, requiring strong analytical and financial modeling skills. Ideal candidates have relevant experience and a bachelor’s degree in finance, coupled with a dedication to the investment banking field.

Benefits

Health benefits

401(k) Plan

Paid time off

Tuition reimbursement

Qualifications

• 6+ months of Investment Banking Program experience.
• Strong financial modeling skills and ability to work in a fast-paced environment.

Responsibilities

• Support Fund Finance team in providing fund-level financing.
• Create pitches and execute transactions working with senior deal team.

Skills

Financial modeling

Microsoft Excel

Microsoft PowerPoint

Analytical skills

Interpersonal communication

Education

Bachelor's Degree in Finance

Job description

Investment Banking Program Analyst - Fund Solutions

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Pay found in job post

Retrieved from the description.

Base pay range

$84,000.00/yr - $179,200.00/yr

Lensa is the leading career site for job seekers at every stage of their career. Our client, Wells Fargo, is seeking professionals in New York, NY. Apply via Lensa today!

About This Role

Wells Fargo is seeking an Investment Banking Program Analyst to support the Fund Finance- Fund Solutions Group within Corporate & Investment Banking. Learn more about our career areas and lines of business at wellsfargojobs.com.

Fund Finance

The Fund Finance team provides fund-level financing to private equity funds and other asset managers through structured credit facilities and capital market solutions. Fund Finance is part of the Corporate and Investment Bank (CIB). Team members support our focus on building strong customer relationships balanced with a strong risk mitigation and compliance-driven culture that firmly establishes those disciplines as critical to the success of our customers and company.

Fund Solutions: Fund Solutions focuses on providing asset managers differentiated Fund Finance products spanning across Net Asset Value (NAV) financing, Structured Products (Collateralized Fund Obligations/Rated Feeders), Advisory Services and Capital Raising Solutions. Daily responsibilities include working with senior deal team members to create pitches, execute transactions, manage internal databases, manage transactions post close, and complete internal processes.

Required Qualifications

• 6+ months of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  
  

Desired Qualifications

• 6+ months of capital markets or lending experience
• Ability to work effectively, as well as independently, in a team environment.
• Ability to work in a fast-paced deadline driven environment.
• Strong financial modeling skills.
• Strong Microsoft Excel and PowerPoint skills.
• Strong organizational, multi-tasking, and prioritizing skills.
• Excellent verbal, written, and interpersonal communication skills.
• Strong analytical skills with high attention to detail and accuracy.
• Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance.
• Experience in investment banking.
• Professional experience through internships, part-time or full-time work, and/or extracurricular activities.
• Dedication to building a career in Investment Banking.
• Willingness 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.
  
  

Job Expectations

• Registration 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.
• 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.
  
  

Posting Location:

• Charlotte
• New York City
  
  

Additional Compensation Details

• Base pay range for this position is $110,000 - $125,000
• May be considered for an annual discretionary bonus
  
  

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.

$84,000.00 - $179,200.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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

2 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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

Wells Fargo Recruitment And Hiring Requirements

• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
  
  

Req Number: R-461025

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance and Sales

• Industries

  IT Services and IT Consulting

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