Wells Fargo Bank logo

Associate, Investment Banking - Healthcare Services

Wells Fargo Bank
  • New York, New York
    2 days ago

    Job Description

    The 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.  Learn more about the career areas and lines of business at 

    wellsfargojobs.com

    . 

    About this role:

    Wells Fargo is seeking an Investment Banking Associate to join the Healthcare group focusing on Healthcare Services.

    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:

    • Healthcare Investment Banking experience

    • 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

    New York 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:

    7 Oct 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. 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.

    Numbers & Facts

    LocationNew York, New York
    IndustryFinancial Services
    Company Size10,000 employees or more
    Year Founded1852
    Websitewellsfargojobs.com/en/diversity/disability-inclusion

    About Company

    We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

    Skills

    • Accountingunmatched
    • Analysis Skillsunmatched
    • Bank Managementunmatched
    • Banking Servicesunmatched
    • Brokerageunmatched
    • Capital Marketsunmatched
    • Communication Skillsunmatched
    • Corporate Bankingunmatched
    • Corporate Financeunmatched
    • Credit Riskunmatched
    • Customer Relationsunmatched
    • Detail Orientedunmatched
    • Due Diligenceunmatched
    • Economicsunmatched
    • Financeunmatched
    • Financial Accountingunmatched
    • Financial Analysisunmatched
    • Financial Modelingunmatched
    • Financial Operationsunmatched
    • Governmentunmatched
    • Healthcareunmatched
    • Industry/Trade Analysisunmatched
    • Interpersonal Skillsunmatched
    • Investment Servicesunmatched
    • Maintain Complianceunmatched
    • Marketingunmatched
    • Presentation/Verbal Skillsunmatched
    • Regulationsunmatched
    • Regulatory Complianceunmatched
    • Reimbursementunmatched
    • Relationship Managementunmatched
    • Riskunmatched
    • Risk Analysisunmatched
    • Salesunmatched
    • Sales Managementunmatched
    • Sales Prospectingunmatched
    • Scholarshipunmatched
    • Securitiesunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Tuition Reimbursementunmatched
    • Underwritingunmatched
    • Writing Skillsunmatched

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