Investment Banking Program Associate – Consumer & Retail Position Available In [Unknown county], North Carolina

About this role: Wells Fargo is seeking an Investment Banking Program Associate to join our Consumer & Retail Investment Banking team within Wells Fargo’s Corporate & Investment Banking. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: Help orchestrate capital raising and strategic advisory transactions. Associates assume significant responsibility that includes: Developing and maintaining models to depict projected financial results and to value companies Supporting various financial analyses, including valuations and merger consequences Performing comprehensive and in-depth company and industry research Preparing presentations and other materials for clients Conducting research, participating in strategic planning and assisting in the execution of advisory services Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers Developing and mentoring junior talent Collaborating and consulting with peers, colleagues, and managers to resolve issues and achieve goals Interacting with internal and external customers

Required Qualifications:

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

Desired Qualifications:

An MBA or equivalent, with coursework in financial accounting and corporate finance 2+ years of professional experience in investment banking or related industries 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. 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:

FINRA Series 63, 79, and the Securities Industry Essentials (SIE) 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

Additional Compensation Details:

Base Salary – $175,000 – $225,000

USD Posting Location:

500 W 33rd St, New York, NY 10001 550 S Tryon St, Charlotte, NC 28202 This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Corporate & Investment Banking (“CIB”) delivers a comprehensive suite of capital markets, banking, and financial products and services. As 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. 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. $120,400.00 – $287,600.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits – Wells Fargo Jobs 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:

1 Jul 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. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

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. Wells Fargo & Company (

NYSE:

WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com

LinkedIn:

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