Supports corporate and institutional clients through investment banking transactions and capital raising. Responsibilities include building valuation models, conducting company and industry research, preparing client presentations, coordinating deal teams, participating in diligence and client meetings, leading workstreams, and supporting junior team members. The program includes six weeks of training in accounting, credit analysis, valuation, and modeling, followed by live deal execution and advisory work.
2027 Investment Banking Associate
Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of banking and financial solutions to over 15,000 corporate and institutional clients, including over 70% of the S&P 500.
A trusted partner to our clients, we provide corporate and transaction banking, corporate and transaction banking, commercial real estate lending and servicing, and equity and fixed income solutions - including sales, trading, and research capabilities - to corporate and institutional clients.
As an Associate in the Investment Banking Program, you will be part of a team that supports clients through strategic transactions and capital raising. From day one, you will contribute directly to live projects, build relationships with clients and senior bankers, and support work that helps clients achieve their strategic objectives in today's dynamic environment.
You will join a product or industry coverage group and contribute directly to transaction execution, client deliverables, and coordination across deal teams. #earlycareers
What to Expect
The program begins with six weeks of comprehensive training covering financial accounting, credit analysis, valuation, and modelling. You will also prepare for Series 63, 79, and SIE license exams.
Following training, you will step directly into live deal execution and client advisory work, with responsibility for deliverables and workstreams across transactions and strategic client engagements. Your responsibilities may include:
• Building valuation models and supporting transaction execution
• Leading workstreams and driving completion of key deliverables
• Conducting company and industry research to inform client advice and transaction strategy
• Preparing and reviewing client materials and pitch presentations
• Participating in diligence sessions, client meetings, and internal discussions
• Coordinating with senior bankers, analysts, and partners across sectors and geographies
• Supporting the development of junior team members
Throughout the program, you will receive coaching, mentorship, and ongoing feedback while building the capabilities required to progress within investment banking.
Is This Program Right for You?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
Required Qualifications
• 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
Desired Qualifications
• MBA with an expected graduation date of December 2026 to June 2027
• Strong verbal and written communication skills
• Ability to operate effectively both independently and in teams
• Advanced Microsoft Office (Excel, PowerPoint, Word) skills
• Track record of leadership or involvement in professional or academic initiatives
Licensing Requirements
• FINRA registration for SIE, Series 63 (or 66), and Series 79 must be completed within 90 days of hire if not already held. Recognized equivalents will be accepted.
Program Locations
Positions are available in New York and Charlotte, with limited opportunities in Houston, Chicago, and Washington, D.C.
Pay Range:
NC (Charlotte): $175,000 Yearly
NY (New York City): $175,000 Yearly
TX (Houston): $175,000 Yearly
IL (Chicago): $175,000 Yearly
Washington, D.C.: $175,000 Yearly
FINRA/Associated Person (AP)
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.
OCC Consent
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.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$150,000.00 - $250,000.00
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.
31 Jan 2027
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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.
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.
Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of banking and financial solutions to over 15,000 corporate and institutional clients, including over 70% of the S&P 500.
A trusted partner to our clients, we provide corporate and transaction banking, corporate and transaction banking, commercial real estate lending and servicing, and equity and fixed income solutions - including sales, trading, and research capabilities - to corporate and institutional clients.
As an Associate in the Investment Banking Program, you will be part of a team that supports clients through strategic transactions and capital raising. From day one, you will contribute directly to live projects, build relationships with clients and senior bankers, and support work that helps clients achieve their strategic objectives in today's dynamic environment.
You will join a product or industry coverage group and contribute directly to transaction execution, client deliverables, and coordination across deal teams. #earlycareers
What to Expect
The program begins with six weeks of comprehensive training covering financial accounting, credit analysis, valuation, and modelling. You will also prepare for Series 63, 79, and SIE license exams.
Following training, you will step directly into live deal execution and client advisory work, with responsibility for deliverables and workstreams across transactions and strategic client engagements. Your responsibilities may include:
• Building valuation models and supporting transaction execution
• Leading workstreams and driving completion of key deliverables
• Conducting company and industry research to inform client advice and transaction strategy
• Preparing and reviewing client materials and pitch presentations
• Participating in diligence sessions, client meetings, and internal discussions
• Coordinating with senior bankers, analysts, and partners across sectors and geographies
• Supporting the development of junior team members
Throughout the program, you will receive coaching, mentorship, and ongoing feedback while building the capabilities required to progress within investment banking.
Is This Program Right for You?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
Required Qualifications
• 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
Desired Qualifications
• MBA with an expected graduation date of December 2026 to June 2027
• Strong verbal and written communication skills
• Ability to operate effectively both independently and in teams
• Advanced Microsoft Office (Excel, PowerPoint, Word) skills
• Track record of leadership or involvement in professional or academic initiatives
Licensing Requirements
• FINRA registration for SIE, Series 63 (or 66), and Series 79 must be completed within 90 days of hire if not already held. Recognized equivalents will be accepted.
Program Locations
Positions are available in New York and Charlotte, with limited opportunities in Houston, Chicago, and Washington, D.C.
Pay Range:
NC (Charlotte): $175,000 Yearly
NY (New York City): $175,000 Yearly
TX (Houston): $175,000 Yearly
IL (Chicago): $175,000 Yearly
Washington, D.C.: $175,000 Yearly
FINRA/Associated Person (AP)
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.
OCC Consent
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.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$150,000.00 - $250,000.00
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
31 Jan 2027
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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.
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.
Similar Jobs at Wells Fargo
Fintech • Financial Services
Participate in a 10-week investment banking summer associate program supporting live client engagements. Build valuation models, conduct company and industry research, prepare pitch presentations and client materials, participate in diligence and client meetings, and collaborate with senior bankers on strategic transactions and capital raising. Candidates receive training, mentorship, coaching, and feedback while developing investment banking, analytical, communication, and teamwork skills.
Top Skills:
Finra Series 63Finra Series 66Finra Series 79Finra SieExcelMicrosoft PowerpointMicrosoft Word
Fintech • Financial Services
Build customer relationships through in-branch conversations and proactive outreach; identify financial needs and connect customers with appropriate banking products, services, and digital tools. Support account openings, service requests, credit applications, cash handling, teller activities, compliance, risk escalation, and referrals to specialists. Collaborate with branch teammates and work Saturdays as needed.
Fintech • Financial Services
Build customer relationships through in-branch conversations and proactive outreach, identify financial needs, recommend banking products and services, open accounts, process service requests and credit applications, handle cash and teller transactions, use digital banking tools, maintain compliance, and coordinate referrals to specialists. The role requires Saturday availability, SAFE registration, sound judgment, and adherence to risk and regulatory controls.
Top Skills:
Digital Banking Tools
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
