2027 Investment Banking Associate Program - Early Careers

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 clients, we provide corporate and transaction banking, commercial real estate lending and servicing, and equity and fixed income solutions—including sales, trading, and research capabilities.

About the role

As an Associate in the Investment Banking Program, you will join 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. You will be placed in a product or industry coverage group and contribute to transaction execution, client deliverables, and coordination across deal teams.

What to expect

The program begins with six weeks of comprehensive training covering financial accounting, credit analysis, valuation, and modeling. You will also prepare for Series 63, 79, and SIE license exams.

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

Throughout the program, you will receive coaching, mentorship, and ongoing feedback while building the capabilities required to progress within investment banking.

Requirements

• 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education

Qualifications

• MBA with an expected graduation date of December 2026 to June 2027 (desired)
• 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

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.

Locations

Positions are available in New York and Charlotte, with limited opportunities in Houston, Chicago, and Washington, D.C.

Pay

• 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

Reflected pay is the base range. 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. Range: $150,000 - $250,000.

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, including:

• 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

This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. Individuals 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, including periodic screening and mandatory reporting.