Associate, Investment Banking Financial Sponsors, Infrastructure

Financial Sponsors Group Associate

Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

Banking is responsible for the origination, execution, and portfolio management of all corporate banking products and services, including credit, treasury management, and deposits; providing coverage and execution for all investment banking solutions, including capital raising, subscription finance, and mergers & acquisitions (M&A).

About this role:

The Financial Sponsors Group is seeking an Associate with prior Infrastructure Fund investment banking coverage and Project Finance experience to join their team in our New York City office. The team partners with both industry and product groups to deliver high quality advice and solutions to our clients. The ideal candidate will have knowledge of corporate and investment banking products (including M&A, capital markets, LBOs, etc.), a strong work ethic, ability to research and generate unique content for clients, and creative, team-oriented approach to solving problems.

The Associate will have the opportunity to work with private equity clients as they evaluate and execute new equity and debt investments, monetize existing investments, and contemplate capital structure solutions at both the portfolio company and fund level. This work will allow the candidate to cover a wide range of complex transactions including leveraged buyouts, acquisitions, divestitures, mergers, joint ventures, recapitalizations, strategic advisory assignments, and executions of public and private capital markets transactions.

In this role, you will:

• Support senior bankers in their relationship management responsibilities, including interaction with current and prospective clients
• Create detailed financial models, including LBO models and other financial and valuation analysis
• Participate in and help drive all aspects of deal coordination, including conducting due diligence efforts, drafting and reviewing marketing materials and liaising with potential buyers, other advisors and team members
• Assist the senior banker and deal teams to analyze financial statements, conduct due diligence, build complex financial models, complete industry and comp analysis, and distill large amounts of information into concise memos that address key credit risks
• Demonstrate a strong understanding of Wells Fargo's credit risk policies, risk appetite, and underwriting guidelines
• Support a collaborative and inclusive environment

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

• Investment Banking experience
• Experience and knowledge of the Infrastructure Fund coverage space and Project Finance
• Excellent verbal, written, and interpersonal communication skills
• A Master's degree or higher in accounting, finance, or economics
• Strong grasp of corporate finance, valuation, and financial accounting
• Demonstrated excellence in working effectively as an individual and as part of a team
• An individual who demonstrates a sense of personal accountability and urgency for achieving results
• Strong analytical skills with high attention to detail and accuracy

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.

Posting Locations

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

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

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:

25 Jun 2026

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

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:

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.