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Investment Banking Program Analyst - TMT

WELLS FARGO BANK
San Francisco, CA Full Time
POSTED ON 2/22/2025
AVAILABLE BEFORE 5/20/2025

About this role :

Wells Fargo is seeking an Investment Banking Program Analyst as part of Corporate & Investment Banking. Learn more about our career areas and lines of business at wellsfargojobs.com.

Technology, Media and Telecom (TMT) Banking Coverage

This position is an Analyst role with the TMT investment banking coverage team. In this role, you will support deal origination and transaction execution within TMT's sectors, including Software, Semiconductors, Internet, Media, Telecom, Data & Analytics, Business Services, and FinTech.

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. Analysts participate in client meetings, due diligence visits, and other client interactions during which they gain exposure to key executives and senior bankers. 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, and completing a trading simulation within Investment Banking Mid-Year Program
  • Review strategies for clients, build detailed financial models, analyze market data, and prepare client presentations related to low-to-medium risk tasks and deliverables
  • Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Interact with internal and external customers
  • Create detailed financial models used for valuation (DCF, LBO, merger plans, accretion / dilution, comparable company and transaction analyses)
  • Perform comprehensive company and industry research
  • Work closely with senior bankers on client presentations, financial and credit analyses, and the preparation of financial projections and models, including valuations and merger consequences
  • Prepare marketing documents, including pitch materials, confidential offering memoranda,
  • Conduct extensive financial and industry due diligence to evaluate the risk / return parameters of potential transactions.
  • Work as a member of a team executing advisory services across products including M&A, equity, debt, leveraged finance, etc.
  • Participate in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Support senior bankers in their relationship management responsibilities, including interaction with current and prospective clients.

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
  • Desired Qualifications :

  • 6 months of experience covering TMT sectors
  • Ability to work collaboratively in a demanding, highly focused, deadline-driven team environment with a sense of personal accountability for achieving results
  • Strong financial modeling skills with high attention to detail and accuracy
  • Strong organizational, multi-tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills
  • Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance
  • Job Expectations :

  • 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
  • Registration FINRA Series 63 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
  • Ability to work outside of regular business hours
  • Additional Compensation Details :

  • Base Salary - $110,000 - $125,000 USD
  • 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.

    100,800.00 - $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 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 : 28 Feb 2025

  • Job posting may come down early due to volume of applicants.
  • We Value Diversity

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    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.

    Candidates applying to job openings posted in US : 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.

    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.

    Salary : $100,800 - $179,200

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