Associate in New York, New York | DiversityInc Careers
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Job Description

At Wells Fargo, we have one goal: to satisfy our customers’ financial needs and help them achieve their dreams. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

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

Wholesale Banking provides financial solutions to businesses across the United States and globally.  Our nine major business lines include Business Banking, Middle Market Banking, Government and Institutional Banking, Corporate Banking, Commercial Real Estate, Financial Institutions Group, Wells Fargo Commercial Capital, Wells Fargo Securities, and the Investment Portfolio.  We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

The Advisory Group within Wells Fargo Securities (WFS) is seeking an Associate to join its New York City office.

The Advisory Group consists of approximately 100 professionals located in seven offices, including Charlotte, Houston, New York City, San Francisco, Washington, D.C., London and Hong Kong.

The Associate will play a key role in all aspects of the advisory process and will work closely with members of the deal team to execute on financial and strategic advice across a variety of transactions, including acquisitions, corporate defense assignments, divestitures, exchange offers, joint ventures, leveraged buyouts, mergers, recapitalizations, restructurings, and spin-offs, for domestic and multinational corporate clients (both public and private).

Key responsibilities include, but are not limited to:

  • Creating detailed financial models used for valuation (DCF, LBO, merger plans, accretion/dilution, comparable company and transaction analysis)
  • Preparing marketing documents, including pitch materials, confidential offering memoranda, management presentations, fairness opinions and board presentations
  • Conducting extensive financial, industry, economic, product and regulatory due diligence to evaluate the risk/return parameters of a transaction
  • Supporting senior bankers in their relationship management responsibilities, including interaction with current and prospective clients; and managing, developing and mentoring analysts
  • Participating in all aspects of deal coordination, including conducting due diligence efforts, drafting and reviewing marketing materials and liaising with potential buyers, other advisors and team members
  • Training, developing and mentoring Analysts

Team members 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.

Required Qualifications

  • 2+ years of professional work experience

Desired Qualifications

  • FINRA registration including Series 63 (or FINRA recognized equivalents)
  • FINRA registration including Series 79 (or FINRA recognized equivalents)

Other Desired Qualifications
  • At least 1+ years of investment banking experience at the Associate level, or related position, in a leading advisory business of a major financial institution
  • MBA or Master’s degree in Finance, Accounting, Economics or related field from top-tier business school or equivalent Investment Banking experience
  • Strong financial modeling and analytical skills; significant experience analyzing financial statements, legal and tax structures and related industry information
  • Excellent communication skills (written and verbal) to express complex financial concepts in a thoughtful and articulate manner
  • Demonstrated leadership qualities and ability to develop and foster relationships with clients, senior bankers and other industry professionals


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.