Wells Fargo is seeking an Investment Banking Associate to join their Corporate Debt Finance (CDF) team within the Structured Products Group (SPG) located in Charlotte or New York. Corporate Debt Finance provides and facilitates capital to asset managers and other non-bank financial institutions through structured credit facilities and collateralized loan obligations.

In this role, you will:

Assist in the marketing, origination, execution and portfolio management of lending facilities and capital markets transactionsWork as part of a client coverage team in creating pitch books, marketing materials for securitizations, and handling investor requestsDevelop rating agency correspondence, term sheets, underwriting memos, as well as examining legal documentationSupport senior bankers on the deal team, through active involvement in all aspects of the deal origination and execution processClosely partner with various constituencies across Wells Fargo, including Credit Risk, Sales and Trading, Syndicate, Investment Banking Coverage, Corporate Banking Coverage, DCM, Leveraged Finance, Compliance, and Legal

Required Qualifications:

2+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

2+ years prior Investment Banking or Analyst Training Program experience, prior experience in structured products and/or capital markets a plusPrior experience in or related to securitization is a plusStrong analytical and quantitative skillsIntermediate Microsoft Office Skills (Outlook, Word, Excel, PowerPoint)Dedication to building a career in the financial services industryThe ability to operate with urgency and prioritize work accordinglyProven ability to take on significant responsibility with a sense of personal accountability and urgency for achieving resultsWillingness to work long hours in a demanding, highly focused, and collaborative team environmentEnergetic self-starter who is flexible, organized, conscientious, proactive, and detail-orientedHighly refined and professional verbal and written communicationsProduct knowledge, technical expertise, transaction execution and negotiation skillsA BS/BA degree or higher in business administration, economics, finance, or related field

Job Expectations:

Ability to travel up to 10% of the timeRegistration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply 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.

Location: New York or Charlotte

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$139,000.00 - $260,000.00

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 benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursement

Posting End Date:

17 Aug 2025

*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.