Current jobs related to Investment Banking Program Associate - Charlotte - WELLS FARGO BANK

  • Vice President of Investment Banking

    2 weeks ago

    Charlotte, North Carolina, United States Intrepid Investment Bankers Full time

    About Intrepid Investment BankersIntrepid Investment Bankers is recognized for its distinctive entrepreneurial environment that prioritizes collaboration and openness. We provide driven individuals the chance to significantly impact client projects and engage in pivotal leadership roles within the organization, fostering a high degree of job satisfaction...

  • 2025 Investment Banking Summer Associate Program

    2 weeks ago

    Charlotte, United States Wells Fargo Full time

    Participate in analyzing companies and client investments. Make recommendations to clients on investments. Identify opportunities for process improvements within Investment Banking Program. Review and analyze market data, valuation analyses, models, Investment, Banking, Associate, Summer, Program

  • Associate, Investment Banking Energy Transition Specialist

    5 days ago

    Charlotte, North Carolina, United States Fifth Third Full time

    About the RoleWe are seeking a highly skilled Investment Banking Energy Transition Associate to join our team at Fifth Third. As a key member of our Investment Banking group, you will play a critical role in providing analytical and high-level support functions to our clients.Key ResponsibilitiesApply analytical skills to provide consistent data and...

  • Investment Banking Analyst

    1 month ago

    Charlotte, North Carolina, United States Selby Jennings Full time

    Title: Investment Banking Analyst Company Summary: We are currently partnered with a Middle Market Investment Bank looking to add an Investment Banking Analyst to their M&A coverage team in both Charlotte, NC. The firm is looking to continually grow and has a great pipeline of deal flow. Joining will allow the Investment Banking Analyst to be a part of a...

  • Investment Banking Analyst

    1 month ago

    Charlotte, United States Selby Jennings Full time

    Title: Investment Banking Analyst Company Summary: We are currently partnered with a Middle Market Investment Bank looking to add an Investment Banking Analyst to their M&A coverage team in both Charlotte, NC. The firm is looking to continually grow and has a great pipeline of deal flow. Joining will allow the Investment Banking Analyst to be a part of a...

  • Senior Analyst

    3 weeks ago

    Charlotte, United States klarventures Full time

    Klar Ventures is a rapidly growing, Charlotte-based boutique professional services firm, delivering deep investment banking and equity value creation expertise to middle market companies. Unlike most top-quality investment banks, Klar Ventures operates an efficient, flat transaction team model comprised only of highly-engaged individuals with a minimum of...

  • Senior Analyst

    3 weeks ago

    Charlotte, United States klarventures Full time

    Klar Ventures is a rapidly growing, Charlotte-based boutique professional services firm, delivering deep investment banking and equity value creation expertise to middle market companies. Unlike most top-quality investment banks, Klar Ventures operates an efficient, flat transaction team model comprised only of highly-engaged individuals with a minimum of...

  • 2025 Investment Banking Associate I

    2 weeks ago

    Charlotte, North Carolina, United States Raymond James Full time

    Position OverviewAs a key member of our dynamic team at Raymond James, the Investment Banking Analyst plays a crucial role in driving our financial strategies and initiatives.ResponsibilitiesBusiness Development: Analysts are tasked with crafting innovative business proposals that align with our strategic objectives.Financial Forecasting: Develop...

  • Investment Banking Analyst II

    2 months ago

    Charlotte, United States Fifth Third Bank Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of complex analytical, valuation and financial modeling analysis and presentation materials to support the pitching and execution of investment...

  • Investment Banking Analyst II

    2 months ago

    Charlotte, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of complex analytical, valuation and financial modeling analysis and presentation materials to support the pitching and execution of investment banking...

  • Vice President, Investment Banking

    1 month ago

    Charlotte, United States Stout Full time

    Vice Presidents in the Investment Banking group at Stout will be actively involved with leading day-to-day transaction execution of middle-market mergers and acquisitions, capital raising, ESOP and special situation transactions.Vice Presidents will play an integral role in all of the firm's M&A and Capital Markets advisory activities.Stout is currently...

  • Vice President, Investment Banking

    1 month ago

    Charlotte, North Carolina, United States Stout Full time

    Vice Presidents in the Investment Banking group at Stout will be actively involved with leading day-to-day transaction execution of middle-market mergers and acquisitions, capital raising, ESOP and special situation transactions.Vice Presidents will play an integral role in all of the firm's M&A and Capital Markets advisory activities.Stout is currently...

  • Vice President of Investment Banking

    2 weeks ago

    Charlotte, North Carolina, United States FORVIS Full time

    Position Overview:Forvis Mazars Capital Advisors, LLC, a subsidiary of Forvis Mazars, LLP, is in search of a Vice President to enhance our investment banking division. This role focuses on expanding our practice through the execution of investment banking projects, managing relationships, and initiating the development of origination capabilities and...

  • Investment Banking Analyst- Media, Telecom

    3 weeks ago

    Charlotte, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...

  • Vice President of Investment Banking

    2 weeks ago

    Charlotte, North Carolina, United States MUFG Americas Full time

    About UsMUFG Americas is recognized for its distinctive entrepreneurial environment that prioritizes collaboration and openness. We provide driven individuals the chance to make significant contributions to client projects and assume pivotal leadership roles within the organization, leading to high job satisfaction and a robust career foundation. Our...

  • Corporate and Investment Bank Credit Delivery Director

    2 days ago

    Charlotte, North Carolina, United States Truist Full time

    Job SummaryWe are seeking a highly skilled and experienced Credit Delivery Director to join our team at Truist. As a key member of our Corporate and Investment Bank, you will be responsible for leading the underwriting and portfolio management of credit products for our clients.Key ResponsibilitiesLead the underwriting process for new and existing clients,...

  • Customer Service Associate

    1 month ago

    Charlotte, United States Wells Fargo Full time

    Assist the field with questions on the Alternative Investment products through phone, email, and other inquiries. Assist the business with project work and education to the field on Alternatives. Provide support to internal and external customers in Customer Service, Investment, Associate, Service, Technical Support, Customer, Retail, Banking

  • 2025 Financial Analyst

    2 weeks ago

    Charlotte, North Carolina, United States Raymond James Full time

    Company OverviewRaymond James is one of the leading independent financial services firms in the United States, offering a platform for building a rewarding career.Our mission revolves around delivering reliable advice and customized, sophisticated strategies for both individuals and institutions. Headquartered in St. Petersburg, FL, Raymond James operates as...

  • Senior Associate

    2 weeks ago

    Charlotte, North Carolina, United States Selby Jennings Full time

    Selby Jennings is seeking a Senior Associate to join a prominent private credit organization. This role is ideal for individuals looking to advance their careers in the dynamic field of private equity. The firm focuses on middle-market investments, typically ranging from $20 million to $200 million, with a specialization in the Technology, Media, and...

  • Enterprise Credit Summer Analyst Program 2025

    1 week ago

    Charlotte, United States Bank of America Full time

    Enterprise Credit Analyst Program - 2025Enterprise Credit overviewThe Enterprise Credit organization is an integrated credit underwriting, monitoring and product management organization managing credit for clients in the bank’s eight lines of business including consumers, companies, and institutions. To deliver seamlessly for our clients, the Enterprise...

Investment Banking Program Associate

1 month ago

Charlotte, United States WELLS FARGO BANK Full time
About this role:

Wells Fargo is seeking a High Grade Debt Capital Markets Program Associate as part of Corporate & Investment Banking Group. Learn more about our career areas and lines of business at wellsfargojobs.com .

Investment Banking Associates are an integral part of the Investment Banking team. This position is for a 1st or 2nd Year Associate role within the High Grade Debt Capital Markets group focusing on Energy and Power clients.

The High Grade Debt Capital Markets ("DCM") team originates, structures, and underwrites various debt securities for corporate clients with predominantly investment grade ratings. The DCM team works very closely with investment banking coverage partners and relationship managers as product experts to provide debt financing solutions tailored to our clients' needs. The team's expertise includes public and private bonds, revolving credit facilities, term loans, syndicated acquisition financing, hybrids, and commercial paper among others. The market-leading team is primarily located on the trading floor in Charlotte, NC with a global footprint and coverage teams split across industries and/or products. Associate responsibilities include thinking strategically about financing solutions for our clients, participating in client planning and discussions, transaction pricing and execution, as well as coordination of the team's daily tasks and workstreams in coordination with Analysts.

In this role, you will:
  • Assist in pitching and executing capital markets debt transactions (ie primarily publicly-traded bonds and other debt securities)
  • Participate in analyzing companies and their Capital Structure
  • Make recommendations to clients
  • Identify opportunities for process improvements within Investment Banking Program
  • Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment to guide medium risk deliverables
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Take ownership of client deliverables and coordinate with your team to execute
  • Interact with internal and external customers
Required Qualifications:
  • 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • 2+ years of Debt Capital Markets or Investment Banking Experience
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to work effectively independently, as well as in a team environment
  • Ability to work in a fast-paced deadline driven environment
  • Strong organizational, multi-tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills
  • Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance; MBA or CFA a plus
  • Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results
Job Expectations:
  • Registration FINRA Series 63 (or 66) must be completed within 180 days of hire date if it is not available for transfer upon hire.
  • Registration for FINRA Series 79 must be completed within 180 days of hire date if it is not available for transfer upon hire.
  • Registration for Securities Industry Essentials (SIE) exam must be completed within 180 days of hire date if it is not available for transfer upon hire.
Additional Information:
  • Location: 550 S Tryon St., Charlotte, NC
  • This position is not eligible for Visa Sponsorship
  • Posting may come down early based on applicant volume
Posting End Date:
11 Aug 2024
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.