Associate, Investment Banking - Leveraged Finance

Wells Fargo

Charlotte, USonsite$150k-$250k/yrPosted Aug 3, 2026
Posting intelligenceActively listed

About the role

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 experienced Associates to join our Leveraged Finance team as part of our Corporate & Investment Banking Group. Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

Pitch and execute debt transactions in Syndicated Bank, Institutional Loan, and High Yield Debt Capital Markets

Engage in Best Efforts transactions as well as in Corporate and Sponsor Underwriting activities for event-driven transactions

Analyze 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 deliverables

Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

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 Leveraged Finance or Corporate Banking experience

Strong financial modeling skills

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:

Willingness to work on-site in accordance with current office requirements

Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire.

Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire.

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.

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.

Posting Locations:

550 S Tryon St - Charlotte, North Carolina 28202

500 West 33rd St. - New York, New York 10001

Pay Range:

New York City-Pay Range: $175,000 - $225,000

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$150,000.00 - $250,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

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

Posting End Date:

4 Aug 2026

Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

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.

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.

Compensation

This Finance role pays $150k-$250k/yr. Within typical range for finance roles in United States.

Questions about this role

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