Investment Banking Program Associate (001852)

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wells Fargo Securities, LLC seeks an Investment Banking Program Associate in Charlotte, NC.

Job Role and Responsibility:

Participate in analyzing companies, developing strategies for clients, pulling market and industry research, and completing a trading simulation within Investment Banking 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. Telecommuting is permitted up to 1 day a week. Position must appear in person to the location listed as the work address.  

Travel required:  0%

Required Qualifications:

Degree required: Bachelor's degree in Finance, or related field.

Amount and type of experience required: 2 years of experience in the job offered or in a related position involving investment banking experience.

Specific skills required:

•              Experience in investment banking or capital markets;

•              Experience with Bloomberg, I-Deal, Issuenet, Bond Radar, EPFR, Salesforce and Documentum;

•              Experience with EMEA market and industry;

•              Experience with debt capital markets and the nuances of domestic and cross-border public bond issuances and market conditions;

•              Experience with coordinating across-border client meetings and preparation of materials;

•              Experience with swapping mechanics for cross-currency options and translating USD bond math into EUR, GBP, and other equivalents; and

•              Experience with Excel and Bloomberg functions.

Posting End Date: 

26 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.