Investment Banking Analyst

Wells FargoNew York, NY
1d$90,000 - $150,000

About The Position

About this role: Our Equity Capital Markets (ECM) team is seeking an Investment Banking Analyst, to support the Consumer Retail team, to join our New York City office. 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 customer

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
  • 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
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply.
  • Additional requirements include meeting enhanced financial fitness and criminal background standards.
  • Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check.
  • Internal transfers are subject to comply with 17 CRF 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.

Nice To Haves

  • Equity Capital Markets experience preferred
  • Experience in the Consumer & Retail industry
  • Strong skill in financial modeling
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to work effectively, as well as independently, in a team environment
  • Ability to work in a fast-paced deadline driven environment
  • Strong organizational, multi-tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication 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

Responsibilities

  • Participate in analyzing companies
  • Develop strategies for clients
  • Pulling market and industry research
  • Completing a trading simulation within Investment Banking Mid-Year Program
  • Review strategies for clients
  • Build detailed financial models
  • Analyze market data
  • 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 customer

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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