2027 Investment Banking Summer Associate Program (CA) - Early Careers

About the role

The 10-week 2027 Investment Banking Summer Associate Program at Wells Fargo is designed for MBA students between their first and second year. Participants gain hands-on experience in investment banking through client engagements, training, and mentorship in San Francisco or Los Angeles.

Program Responsibilities

• Build valuation models and support transaction execution.
• Conduct company and industry research.
• Prepare client materials and pitch presentations.
• Participate in diligence sessions, client meetings, and internal discussions.
• Collaborate with senior bankers on engagements across sectors and geographies.
• Contribute to analyses and deliverables supporting client engagements.

Program Features

• 10-week summer program for MBA students between first and second year.
• Immersive training and project-based learning included.
• Engagement with senior leaders and networking opportunities.
• Receive coaching, mentorship, and ongoing feedback.
• Work on live projects from day one.
• Positions available in San Francisco and Los Angeles.

Candidate Requirements

• 2+ years of investment banking experience or equivalent.
• MBA expected graduation between Dec 2027 and June 2028.
• Strong verbal and written communication skills.
• Ability to work independently and in teams.
• Advanced Microsoft Office skills (Excel, PowerPoint, Word).
• Leadership or involvement in professional or academic initiatives.

Licensing and Compliance

• FINRA registration for SIE, Series 63 (or 66), and Series 79 required within 90 days of hire.
• Position subject to FINRA background screening and ongoing regulatory obligations.
• Employees must adhere to Wells Fargo risk and compliance policies.

Compensation and Benefits

• Annual salary approximately $175,000 in CA locations.
• Pay range $150,000 to $250,000 depending on experience and location.
• Comprehensive benefits including health, 401(k), paid time off, and tuition reimbursement.
• Additional benefits: disability, life insurance, parental leave, commuter benefits, and adoption reimbursement.

Application Details

• Application deadline: 2027-01-31.
• Job posting may close early due to volume of applicants.
• Drug-free workplace policy enforced.
• Accommodations available for applicants with disabilities.