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Wells Fargo

Analyst, Investment Banking - Private Capital Markets

Reposted 2 Hours Ago
Hybrid
New York, NY
90K-150K Annually
Entry level
Hybrid
New York, NY
90K-150K Annually
Entry level
Participate in company analysis and strategy development for private capital markets, build financial models, analyze market data, prepare client presentations, complete trading simulations, and comply with FINRA and regulatory requirements while supporting team goals under manager direction.
The summary above was generated by AI
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
About this role:
The Equity Capital Markets (ECM) team is seeking an experienced Analyst for its Private Capital Markets groupin 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 customers
Required Qualifications:
  • 6+ months of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • 6+ months of Equity Capital Markets/Investment Banking experience
  • Experience in Private Placement Capital Financing
  • 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
Job Expectations:
  • Visa sponsorship is not available
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Securities Industry Essentials (SIE) and FINRA Series 63 and 79 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, 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 licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 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.
  • 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.
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.
$90,000.00 - $150,000.00
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
Posting End Date:
20 Aug 2026
* 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.

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