TMT Investment Banking Program Analyst

Wells Fargo

1mo ago

Applications are closed

Job
Full-time
Entry & Junior Level
Consulting
Banking & Finance
New York

Requirements

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:
6+ months of experience covering TMT sectors
Ability to work collaboratively in a demanding, highly focused, deadline-driven team environment with a sense of personal accountability for achieving results
Strong financial modeling skills with high attention to detail and accuracy
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
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. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
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. Information will be shared about expectations during the recruitment process.
Ability to work outside of normal business hours as needed.

Responsibilities

Participate in analyzing companies, develop strategies for clients, pulling market and industry research, and completing a trading simulation within Investment Banking Mid-Year Program
Review strategies for clients, build detailed financial models, analyze market data, and prepare client presentations related to low-to-medium risk tasks and deliverables
Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Interact with internal and external customers
Create detailed financial models used for valuation (DCF, LBO, merger plans, accretion/dilution, comparable company and transaction analyses)
Perform comprehensive company and industry research
Work closely with senior bankers on client presentations, financial and credit analyses, and the preparation of financial projections and models, including valuations and merger consequences
Prepare marketing documents, including pitch materials, confidential offering memoranda
Conduct extensive financial and industry due diligence to evaluate the risk/return parameters of potential transactions
Work as a member of a team executing advisory services across products including M&A, equity, debt, leveraged finance, etc.
Participate in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Support senior bankers in their relationship management responsibilities, including interaction with current and prospective clients

FAQs

What is the job title for this position?

The job title is TMT Investment Banking Program Analyst.

What is the main focus of the TMT investment banking coverage team?

The main focus is on deal origination and transaction execution within Technology, Media, and Telecom sectors, including Software, Semiconductors, Internet, Media, Telecom, Data & Analytics, Business Services, and FinTech.

What qualifications are required for this role?

The required qualifications include 6+ months of Investment Banking Program experience, or equivalent demonstrated through work experience, training, military experience, or education.

Is prior experience in TMT sectors preferred?

Yes, having 6+ months of experience covering TMT sectors is a desired qualification.

What are the expected skills for a successful candidate in this role?

Candidates should have strong financial modeling skills, attention to detail, organizational and multi-tasking abilities, and excellent verbal and written communication skills.

What educational background is preferred for applicants?

A Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance is preferred.

Is registration for any securities exams required?

Yes, registration for the Securities Industry Essentials (SIE) exam, FINRA Series 63 or 66, and FINRA Series 79 must be completed within 90 days of hire.

Where is this position based?

This position is based in New York, NY at 30 Hudson Yards.

What is the base pay range for this role?

The base pay range is $90,000.00 - $150,000.00, with a first-year base of $110K.

What benefits are provided to employees?

Benefits include health benefits, a 401(k) plan, paid time off, disability benefits, life insurance, parental leave, tuition reimbursement, and various other incentives.

Is there an early posting end date for this job listing?

Yes, the job posting may come down early due to a high volume of applicants.

Does Wells Fargo support equal employment opportunities?

Yes, Wells Fargo is an equal opportunity employer and qualifies applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

What is the company's stance on drug and alcohol use?

Wells Fargo maintains a drug-free workplace as part of its drug and alcohol policy.

Wells Fargo

Finance

Industry

10,001+

Employees

1929

Founded Year

Mission & Purpose

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.