Coverage Finance Jobs

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5mo ago

Associate, Mid Cap Coverage Investment Banking

Wells Fargo Chicago, IL

Chicago, IL

5mo ago Closed

$150k - $250k/yr Full time Marketing Associate Banking

This position is no longer accepting applications (closed Apr 26, 2026).

Job Description

Join Wells Fargo’s Mid-Cap Investment Banking team as an Associate, where you will support client coverage, industry research, and deal origination and execution across the Industrials and Consumer & Retail sectors. Based onsite in Chicago or Los Angeles, this role partners with senior bankers to broaden the bank’s regional investment banking footprint and deliver integrated client solutions.

Responsibilities

Support the business strategy and related teams to grow Wells Fargo’s investment banking activities in the region.
Assist senior bankers with relationship management aligned to ongoing coverage of Wells Fargo Commercial Banking clients.
Prepare marketing documents, including pitch books, confidential offering memoranda, and management presentations.
Stay informed on key market developments and develop knowledge of target clients and market dynamics.
Coordinate with internal and external resources to arrange client meetings and important engagements.
Perform financial analysis, including comparable transactions and public company analysis.
Build detailed financial models used for valuation purposes.
Conduct extensive financial and industry due diligence to evaluate risk and return parameters of a transaction.
Utilize Microsoft Excel, Word and PowerPoint to present various analyses.
Manage transaction logistics, including organizing data rooms and working group lists.

Requirements

2+ years of Investment Banking Program experience, or equivalent demonstrated through work experience, training, military experience, or education.

Technologies

Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook

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

Desired Qualifications

1+ year of experience across the full M&A transaction life cycle, including origination and execution.
Prior experience at a large investment banking platform and/or leading securities firm.
Robust modeling experience relating to M&A and LBO transactions.
Strong analytical and communication skills, attention to detail, and willingness to take on significant responsibility.
High motivation, strong interpersonal skills, and broad intellectual capacity.
Ability to work independently and as part of a team while meeting strict deadlines and quality standards.
Experience in demanding, collaborative, team-focused environments with high ethics and integrity.
Advanced Microsoft Office skills (Outlook, Word, Excel, PowerPoint).
Bachelor’s degree in a relevant field.

Job Expectations

Willingness to work on-site in accordance with current office requirements.
Ability to work additional hours as needed.
FINRA Series 79 must be completed within 90 days of hire if not already held (FINRA recognized equivalents accepted).
FINRA Series 63 (or 66) must be completed within 90 days of hire if not already held (FINRA recognized equivalents accepted).
For exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) co-requisite may be required.
Subject to FINRA background screening and ongoing regulatory requirements; internal transfers comply with 17 CFR 240.17f-2 and FINRA Bylaws, with additional policy requirements for outside activities and personal investing.

Work Location

Chicago, IL 60606 - 10 S Wacker
Los Angeles, CA 90067 - 1800 Century Park E

Salary

Base salary range: $150,000 - $250,000 per year. In Illinois and California offices, the first-year base is typically $175,000 and the second-year base is $200,000.

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