Investment Banking Program Analyst - Leveraged Underwriting Group

About this role:

Wells Fargo is seeking an Investment Banking Analyst for the Leveraged Underwriting group within Corporate and Investment Banking (CIB). The position is focused on underwriting, structuring, and executing complex and fast-moving transactions that support Corporate and Sponsor clients across a diverse range of industries within Wells Fargo’s Leveraged Underwriting Group. This role will work closely with Leveraged Finance Debt Capital Markets (DCM), Sponsor Coverage, Capital Management, Industry Coverage, and Equity Capital Markets (ECM) teams to originate and execute new transactions.

In this role, you will:

• Create detailed financial models to analyze capital and growth strategies for clients

• Assist the senior banker and deal teams to analyze financial statements, conduct due diligence, build complex financial models, complete industry and comp analysis, and distill large amounts of information into concise memos that address key credit risks

• Maintain knowledge of structuring, marketing, and distribution processes associated with leveraged debt instruments

• Develop knowledge around credit and other related legal agreements and complex loan structures

• Demonstrate a strong understanding of Wells Fargo’s credit risk policies, risk appetite, and underwriting guidelines

• Support a collaborative and inclusive environment

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.

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:

• Successful completion of formal Credit Training program

• 6 months of financial services industry experience

• 6 months of Corporate Banking experience is a plus

• Securities industry experience

• Strong analytical skills with high attention to detail and accuracy

• Excellent verbal, written, and interpersonal communication skills

• Strong analytical skills with high attention to detail and accuracy

• Strong organizational, multi-tasking, and prioritizing skills

• High level of initiative and accountability

• Ability to act with integrity, good character and exercise sound judgement

• Advanced Microsoft Office (Word, Excel, and Outlook) skills

• Knowledge and understanding of financial services credit risk management

• BS/BA degree or higher in accounting, finance, or economics

• Strong understanding of financial and accounting concepts

• Excellent analytical / modeling skills and ability to create in-depth financial models involved in LBO / M&A transactions

• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

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 for 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

• Up to 10% travel

Compensation:

Base Salaries - $110,000 - $125,000 - $135,000. This role is eligible for a bonus.

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.

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 : $110,000 - $125,000