Associate, Investment Banking - Mergers & Acquisitions

Wells Fargo & CompanyNew York, NY
1d$175,000 - $200,000Onsite

About The Position

Wells Fargo is seeking an Investment Banking Associate to join our Mergers & Acquisitions group in New York City. As an Associate, you will play a key role in supporting the execution of transactions across a broad range of industry verticals. Investment Banking Associates are an integral part of the Investment Banking team. They are directly involved in the origination, structuring and execution of investment banking products and services for existing and prospective clients. Associates participate in client meetings, due diligence visits and other client interactions during which they gain exposure to key executives and senior bankers. The Associate provides these services as part of a team consisting of Analysts, Vice Presidents, Directors, and Managing Directors. In this role, you will: Demonstrate well-developed knowledge of the entire suite of M&A products and services including buy sides, sell sides, carve-outs, spin offs, fairness opinions and activism & defense; this position is directly involved in the origination and execution for existing clients and prospects Assist or drive the delivery of full range of M&A products and services to clients at the executive management level, managing client relationships, and executing mandated assignments Participate in analyzing companies, develop strategies for clients, pulling market and industry research across the M&A product suit Receive direction from a manager and exercise independent judgment while developing an understanding of compliance and risk management requirements for Investment Banking Manage the various product workstreams and coordination with coverage banking partners Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Develop and train Investment Banking Analysts in M&A valuation and processes

Requirements

  • 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Ability 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
  • 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 7 (or 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
  • This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Nice To Haves

  • 2+ years of M&A experience, including large-cap public transactions at a bulge bracket or elite boutique investment bank.
  • MBA and/or undergraduate degree from a four-year accredited college or university
  • Strong analytical and quantitative skills with high attention to detail and accuracy
  • Strong financial modeling skills
  • Ability to work effectively, as well as independently, in a team environment and manage junior bankers
  • Ability to work in a fast-paced deadline driven environment
  • Strong organizational, multi-tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills
  • Experience training and mentoring junior talent

Responsibilities

  • Demonstrate well-developed knowledge of the entire suite of M&A products and services including buy sides, sell sides, carve-outs, spin offs, fairness opinions and activism & defense; this position is directly involved in the origination and execution for existing clients and prospects
  • Assist or drive the delivery of full range of M&A products and services to clients at the executive management level, managing client relationships, and executing mandated assignments
  • Participate in analyzing companies, develop strategies for clients, pulling market and industry research across the M&A product suit
  • Receive direction from a manager and exercise independent judgment while developing an understanding of compliance and risk management requirements for Investment Banking
  • Manage the various product workstreams and coordination with coverage banking partners
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Develop and train Investment Banking Analysts in M&A valuation and processes

Benefits

  • 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
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