Investment Banking Program Associate – Technology

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

The Investment Bank is dedicated to understanding the unique competitive and operating environments of our clients. The group combines strong relationships and industry knowledge with superior capital markets and advisory capabilities that include debt and equity underwriting, mergers and acquisitions, and loan syndications. The team maintains active relationships with a broad universe of middle market, large corporate, financial sponsor and institutional clients, and delivers exceptional execution for clients.

The Tech, Media & Telecom (TMT) Investment Banking group is seeking a Program Associate, Technology, to join its San Francisco office.  The Tech team is focused on decision makers (C-suite, Board) and on building long-term client relationships, deepening those relationships through strategic advice, strong product knowledge and flawless deal execution. 

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

Required Qualifications:

• An MBA or equivalent, with coursework in financial accounting and corporate finance

• 1 years of professional experience in investment banking or related industries, covering technology companies

Desired Qualifications

• Highly refined and professional verbal and written communications

• Strong analytical and quantitative skills

• Strong organizational, multi-tasking and prioritizing skills

• An individual who demonstrates a sense of personal accountability and urgency for achieving results

• Demonstrated excellence in working effectively as an individual and as part of a team

• Strong personal motivation, attention to detail and creative mindset

• Dedication to building a career in the financial services industry

• Willingness to work long hours in a demanding, highly focused, collaborative, and team environment

Job Expectations

Registration for FINRA exams including Securities Industry Essentials (SIE), Series 63 and Series 79 must be completed within 90 days of hire date, if they are not available for transfer upon hire. FINRA recognized equivalents will be accepted

Posting Location:

San Francisco, CA

Base Pay:

Associate 1: $175,000

Associate 2: $200,000

May be considered for a discretionary bonus
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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.

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:

*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 : $175,000