Full Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as ‘Personal Cell’ or ‘Cellular’ in the contact information of your application.
**Due to a high volume of inquiries and multiple hiring managers for these roles, please do not contact the hiring manager listed. Any inquiries sent to the hiring manager listed will not receive a response **
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
The Leveraged Finance team is responsible for the origination and structuring of both bank and bond deals. This group works closely with the Sponsor community in originating deals as well as through Wells Fargo corporate relationships.
The Associate will work closely with Vice Presidents, Directors and MD’s in the execution of deals and helping win mandates. Candidate should possess a 4-year degree with an emphasis in business related studies, and preferably an MBA.
As a junior associate, the candidate should have 1-2 years experience in investment banking activities. Ideally candidates will have experience with the bank and bond products through prior transactions or pitching opportunities as well as experience working with corporate clients and the Sponsor community. Prior left side deal experience is strongly preferred. Required skills would include advanced accounting and financial analysis, excellent verbal and written communications skills, and excellent computer skills, particularly Excel and Word. Strong work ethic and “team player” attitude are a must. Position available in Charlotte or San Francisco.
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.
2+ years of professional work experience demonstrated through work or military experience
3+ years of capital markets 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 organizational, multi-tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
Other Desired Qualifications
Bachelor’s Degree with academic distinction and coursework in financial accounting and corporate finance.
Experience in investment banking preferred but not required.
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.
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.
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
Ability to travel up to 10% of the time
NC-Charlotte: 550 S Tryon St – Charlotte, NC
CA-SF-Financial District: 550 California St – San Francisco, CA