2027 Investment Banking Associate Program (CA) - Early Careers

About the role

As an Associate in the Investment Banking Program at Wells Fargo Corporate & Investment Banking, you will join a product or industry coverage group and contribute directly to transaction execution, client deliverables, and coordination across deal teams. The program begins with six weeks of comprehensive training covering financial accounting, credit analysis, valuation, and modelling, and includes preparation for the Series 63, 79, and SIE license exams. Following training, you will step into live deal execution and client advisory work, with responsibility for deliverables and workstreams across transactions and strategic client engagements.

Responsibilities

• 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

Requirements

Required Qualifications: 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education.

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 San Francisco and Los Angeles.

Qualifications

Desired Qualifications: MBA with an expected graduation date of December 2026 to June 2027.

Skills

• 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

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

Pay

Pay Range: CA (San Francisco, Los Angeles): $175,000 Yearly.

Pay may vary depending on factors including demonstrated prior performance, skills, experience, or work location; the base pay range reflected is $150,000.00 – $250,000.00, with eligibility for incentive opportunities.