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Wells Fargo

Wells Fargo, one of the largest financial institutions in the United States, provides a wide range of banking, mortgage, and investment services to individuals and businesses. The company focuses on delivering personalized financial solutions while emphasizing security and financial education.
As an Investment Banking Analyst – Fund Finance, you will play a key role in financial modeling, due diligence, and deal execution, supporting senior bankers in client relationships and transactions.

Location:
Primary: Charlotte, NC, USA
Additional: New York, NY, USA
Work Type: In Person

    Responsibilities

    *Build detailed financial models to analyze client capital strategies.

    *Prepare marketing documents such as pitch books and term sheets.

    *Conduct in-depth industry and financial due diligence to assess transaction risks.

    *Support senior bankers in managing relationships with clients and prospective investors.

    *Participate in deal coordination, including drafting materials and liaising with buyers and advisors.
    Requirements

    *Minimum of 6+ months of investment banking experience, or equivalent training/education.

    *Strong knowledge of financial modeling, corporate finance, and capital markets.

    *Bachelor’s degree (preferably in Finance, Accounting, or related field).

    *Excellent written, verbal, and analytical skills.

    *Ability to perform in a fast-paced, team-oriented environment with attention to detail.

7 oktober 2025

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