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Investment Banking Associate - Technology

Investment Banking Associate - Technology

San Francisco StaffingSan Francisco, CA, US
1 day ago
Job type
  • Full-time
Job description

Investment Banking Associate

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.

Wells Fargo is seeking an Investment Banking Associate with a focus on Software and Semiconductors for the Tech team within the Tech, Media, and Telecom (TMT) group. This team is dedicated to building long-term relationships with decision makers (C-suite, Board) across the software and semiconductor sectors, providing strategic advice, deep industry insights, and flawless execution of complex transactions.

In this role, you will :

  • Participate in analyzing companies and client investments across the software and semiconductor sector
  • Make strategic recommendations to clients based on market trends, valuation insights, and competitive positioning
  • Identify opportunities for process improvements within the Investment Banking Program
  • Review and analyze market data, valuation models, and presentations that require research, evaluation, and independent judgment to guide medium-risk deliverables
  • Present recommendations for resolving business challenges and develop expertise in the function, policies, procedures, and compliance requirements
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Interact with internal and external clients, including senior executives and institutional investors

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 experience in software and / or semiconductor sectors within Tech
  • Strong understanding of industry dynamics, competitive landscape, and key valuation drivers in software and semiconductors
  • Excellent verbal, written, and interpersonal communication skills
  • A Master's degree or higher in accounting, finance, economics, or a related field
  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
  • Knowledge and understanding of business development : business vision, strategies, and goals
  • Knowledge and understanding of capital markets : deal execution process and standards
  • Job Expectations :

  • 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
  • Registration 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
  • This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire.
  • Compensation Details :

  • Base pay : $200,000
  • May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
  • 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. $150,000.00 - $250,000.00

    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.

    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.

    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-500370

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