Investment Banking Analyst, Mergers & Acquisitions Position Available In Mecklenburg, North Carolina
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Job Description
We are seeking an Investment Banking Program Analyst to join our Mergers & Acquisitions (M&A) group in one of our key offices – New York City or Charlotte. In this role you will support transaction execution across a variety of industries including Consumer/Retail, Industrials, Financial Institutions, Healthcare, Power & Energy, Real Estate & Gaming and Technology/Media/Telecom. Investment Banking Analysts are an integral part of the Investment Banking team. They are directly involved in the design, origination, structuring and execution of investment banking products and services for existing and prospective clients. The Analyst provides these services as part of a team consisting of Associates, 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 + Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals + Interact with internal and external customers •
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
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Desired Qualifications:
- + Undergraduate degree from a four-year accredited college or university + Background in Accounting and Financial Analysis + Strong analytical skills with high attention to detail and accuracy + Strong financial modeling skills + Excellent verbal, written, and interpersonal communication skills + Organizational, multi-tasking, and prioritizing skills + Well-developed verbal, written, and interpersonal communication skills + Strong sense of ownership and responsibility + 6+ months of financial services or peripheral industry experience + Desire to be part of a high performing and collaborative team •
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
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Posting Locations:
- + 550 S Tryon St., Charlotte, NC + 500 W 33rd St., New York, NY
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Base Pay:
- + Analyst 1: $110,000 + Analyst 2: $125,000 + Analyst 3: $135,000 + May be considered for a 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
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Posting End Date:
- 26 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.
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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.
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Req Number:
- R-465027