Investment Banking Program Analyst-1st Year

About this role:

The High-Grade Debt Capital Markets ("DCM") team originates, structures, and underwrites various debt securities for corporate clients with predominantly investment grade ratings. The DCM team works very closely with investment banking coverage partners and relationship managers as product experts to provide debt financing solutions tailored to our clients' needs. The team’s expertise includes public and private bonds, revolving credit facilities, term loans, syndicated acquisition financing, hybrids, and commercial paper among others. The market-leading team is primarily located on the trading floor in Charlotte, NC with a global footprint and coverage teams split across industries and/or products.

In this role, you will:

• Join the High-Grade Debt Capital Markets team contributing to serving our clients via the origination and syndication of revolving credit facilities, acquisition financing and term loans among other products within our Investment Grade Loan Syndications pod.  

• Assist in the creation of client presentations via data analysis and interpretation

• Support DCM’s commitment to risk management and operational efficiency by championing continuous improvement in policies, procedures, and tools employed by the business

• Participate in analyzing companies, develop strategies for clients, pulling market and industry research, and completing a trading simulation within Investment Banking 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

Required Qualifications:

• 6 months of Corporate or Investment Banking experience, or equivalent demonstrated through work experience, training, military experience and/or education

Desired Qualifications:

• 6 months of Corporate or Investment experience

• Strong financial modeling skills

• Bachelor of Science Degree in Economics, Finance or Accounting ​

• Experience developing presentation and spreadsheet materials

• Advanced Microsoft Office (Excel, Word, PowerPoint) skills

• Experience with bank products for corporate clients (Revolvers, Term Loans).

• Excellent verbal, written, and interpersonal communication skills.

• Strong analytical skills with high attention to detail and accuracy

• Strong organizational, multi-tasking, and prioritizing skills.

• 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.

• Ability to work effectively, as well as independently, in a team environment.

• Ability to work in a fast-paced deadline driven environment

Job Expectations:

• Registration FINRA Series 63 (or 66) 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.

• 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.

Posting End Date: 

*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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

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