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Wells Fargo · 1 week ago

Investment Banking Associate, Financial Institutions Group– Asset Management

NEW YORK, NY

Full-time

Onsite

Entry, Mid Level

$150K/yr - $250K/yr

2+ years exp

Wells Fargo is a trusted partner in corporate and transactional banking, seeking an Investment Banking Associate to join their Financial Institutions investment banking coverage team. This role involves supporting deal origination and transaction execution for the Asset Management industry, participating in client interactions, and collaborating with a team of investment banking professionals.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Participate in analyzing companies and client investments

Make recommendations to clients on investments

Identify opportunities for process improvements within Investment Banking Program

Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment to guide medium risk deliverables

Present recommendations for resolving business challenges and exercise independent judgment while developing 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 customers

Qualification

Investment Banking experienceFinancial modelingCapital markets experienceInsurance vertical coverageAnalytical skillsMulti-taskingPrioritizing skillsCommunication skillsOrganizational skillsTeamworkAttention to detail

Required

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

Preferred

2+ years of investment banking/capital markets experience

Experience covering companies in the Insurance vertical

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

Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance

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