2027 Investment Banking Summer Associate Program - Early Careers

About the role

The 10-week 2027 Investment Banking Summer Associate Program at Wells Fargo is designed for MBA students to gain hands-on experience in investment banking through client engagements, training, and mentorship across multiple US locations.

Program Overview

• 10-week summer program for MBA students between first and second year.
• Aligned to a product or industry group with active client engagement.
• Includes immersive training, project-based learning, and senior leader networking.
• Focus on building technical and professional skills for investment banking.
• Receive coaching, mentorship, and ongoing feedback throughout the 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.

Candidate Requirements

• 2+ years of investment banking experience or equivalent through work, military, training, or education.
• MBA expected graduation between December 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 if not held.
• Subject to FINRA background screening and ongoing regulatory obligations.
• Adherence to Wells Fargo risk and compliance policies and procedures.

Locations and Salary

• Positions available in New York, Charlotte, Houston, Chicago, and Washington, D.C.
• Annual salary approximately $175,000 across all locations.
• Pay range $150,000 to $250,000 depending on performance, skills, and location.

Benefits and Additional Information

• Comprehensive benefits including health, 401(k), paid time off, disability, and life insurance.
• Additional benefits: parental leave, tuition reimbursement, adoption reimbursement, commuter benefits.
• Application deadline: 2027-01-31.
• Drug-free workplace policy in effect.