Associate, Cib Investment Banking - Mid Cap

Wells Fargo

New York, NY, US
Base: $175,000 - $225,000; bonus: annual discretio...
2+ years investment banking experience
Financial modeling and valuation analysis
Pitch materials and offering memoranda creation
The Associate will support senior bankers with relationship management responsibilities while expanding Wells Fargo's investment banking activities

Job Summary

  • The Associate will support senior bankers with relationship management responsibilities while expanding Wells Fargo's investment banking activities.
  • Key responsibilities include preparing marketing documents, conducting financial due diligence, and creating detailed financial models for valuation purposes.
  • Wells Fargo offers a comprehensive benefits package including health insurance, 401(k) plans, and tuition reimbursement alongside competitive base pay.

Matching Summary

The Associate will support senior bankers with relationship management responsibilities while expanding Wells Fargo's investment banking activities.

Salary

Base: $175,000 - $225,000; Bonus: Annual discretionary bonus eligible; Benefits: Comprehensive health, 401(k), paid time off, and tuition reimbursement

Skills & Requirements

Must-have

  • 2+ years investment banking experience
  • Financial modeling and valuation analysis
  • Pitch materials and offering memoranda creation
  • Transaction origination and execution support
  • Microsoft Excel Word PowerPoint proficiency

Nice-to-have

  • Prior large investment banking platform experience
  • Strong interpersonal and communication skills
  • Ability to work independently under deadlines
  • High level of personal motivation and ethics
  • Experience in Industrials Consumer Retail sectors

Key Requirements

  • Bachelor's degree in a relevant field
  • FINRA Series 79 registration within 90 days
  • FINRA Series 63 or 66 registration within 90 days
  • Successful completion of FINRA background screening

Work Rights

Not specified

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