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Analyst, Mid-Cap Investment Banking - Charlotte
Analyst, Mid-Cap Investment Banking - CharlotteCharlotte Staffing • Charlotte, NC, US
Analyst, Mid-Cap Investment Banking - Charlotte

Analyst, Mid-Cap Investment Banking - Charlotte

Charlotte Staffing • Charlotte, NC, US
3 days ago
Job type
  • Full-time
Job description

Investment Banking Analyst

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

About this role :

Wells Fargo is seeking an Investment Banking Analyst to join our Mid-Cap Investment Banking team in Charlotte, NC. The Analyst will be responsible for working on client coverage materials, conducting industry research and screening, transaction origination and execution of the full range of investment banking products and services across diverse sectors. Primary sectors covered include Industrials and Consumer & Retail, but may also include Technology, Media & Telecom, Oil & Gas and others based on client needs.

In this role, you will :

  • Work to support the business strategy and relevant teams to expand Wells Fargo's investment banking activities in the region
  • Support senior bankers in their relationship management responsibilities, which aligns with consistent coverage of Wells Fargo Commercial Banking clients
  • Prepare marketing documents, including pitch materials, confidential offering memoranda and management presentations
  • Keep abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
  • Coordinate closely with internal and external resources to help arrange client meetings and important engagements
  • Perform financial analysis, including comparable transactions and public company analysis
  • Create detailed financial models used for valuation purposes
  • Conduct extensive financial and industry due diligence to evaluate the risk / return parameters of a transaction
  • Utilize Microsoft Excel, Word and PowerPoint to present various pieces of analysis
  • Manage transaction logistics, including organizing data rooms and working group lists

Required Qualifications :

  • 6+ months of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, education
  • Desired Qualifications :

  • 12+ months of experience across the full M&A transaction life cycle, including origination and execution
  • Prior experience at a large investment banking platform and / or a leading securities firm
  • Sound analytical and communication skills, attention to detail, and willingness to take on significant responsibility
  • High level of personal motivation, strong interpersonal skills, and a broad intellectual capacity
  • Comfortable functioning both independently and as part of a team, meeting stringent deadlines and work quality standards
  • Prior experience working in a demanding, highly focused, collaborative, team environment that required extended work hours from time to time
  • Team player that behaves ethically and with integrity
  • Bachelor's degree in a relevant field
  • Job Expectations :

  • Willingness to work on-site in accordance with current office requirements
  • Ability to work additional hours as needed
  • Visa sponsorship is not available
  • Registration for FINRA Series 63, 79, and SIE 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. Candidates must successfully complete and pass a background check prior to hire
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired
  • Additional Compensation Details :

  • Base pay range for this position is $110,000-$125,000
  • May be considered for an annual discretionary bonus
  • Pay Range :

    $90,000.00 - $150,000.00

    Benefits :

  • 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
  • Adoption reimbursement
  • 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 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 :

  • Third-Party recordings are prohibited unless authorized by Wells Fargo.
  • Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
  • Req Number : R-505423

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    Investment Banking Analyst • Charlotte, NC, US

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