Associate, Mid Cap Coverage Investment Banking

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.