Investment Banking Program Associate, Mergers

2 days ago


San Francisco, California, United States Wells Fargo Full time
Job Summary

We are seeking a highly motivated and detail-oriented Investment Banking Program Associate to join our Mergers and Acquisitions team in San Francisco. As a key member of our team, you will support transaction execution across various verticals in the technology space.

Key Responsibilities
  • Participate in analyzing companies, develop strategies for clients, and pull market and industry research across the M&A product suite.
  • Review strategies for clients, build detailed and complex financial models, analyze market data, and prepare client presentations.
  • Receive direction from a manager and exercise independent judgment while developing an understanding of compliance and risk management requirements for Investment Banking.
  • Manage various product workstreams and coordination with coverage banking partners.
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
  • Interact with internal and external customers.
  • Develop and train Investment Banking Analysts in M&A valuation and processes.
Requirements
  • 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
  • Undergraduate degree from a four-year accredited college or university and/or experience in mergers & acquisitions analysis.
Preferred Qualifications
  • Prior experience in investment banking mergers & acquisitions, private equity, or other financial services sector with a focus on technology companies.
  • Strong analytical and quantitative skills with high attention to detail and accuracy.
  • Strong financial modeling skills.
  • Ability to work effectively, as well as independently, in a team environment and manage junior bankers.
  • Ability to work in a fast-paced deadline-driven environment.
  • Strong organizational, multi-tasking, and prioritizing skills.
  • Excellent verbal, written, and interpersonal communication skills.
  • Willingness to work long hours in a demanding, highly focused, and collaborative team environment with a sense of personal accountability and urgency for achieving results.
  • Experience training and mentoring junior talent.
Job Expectations
  • Ability to work long hours in a demanding, highly focused, and collaborative team environment with a sense of personal accountability and urgency for achieving results.
  • FINRA SIE, Series 63, and Series 79 exams must all be successfully completed within 90 days of employment if not available for transfer. FINRA recognized equivalents will be accepted.
Benefits

We offer 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, and adoption reimbursement.

Location

500 W 33rd St., New York, NY

Pay Range

$138,500.00 - $287,600.00



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