Commercial Banking MBA Summer Associate Program

Investment Banking

Investment Banking Summer Associate Program

Explore what it's like to be an associate with Wells Fargo Securities (WFS) with investment banking, or sales and trading, and develop skills that will take you further in this competitive area of financial services. During the Wells Fargo Securities (WFS) Investment Banking Summer Associate Program, you'll be challenged to learn new things, and become part of one of Wall Street's fastest growing investment banks.

Industry Groups:

  • Consumer, Healthcare and Gaming
  • Energy & Power
  • Financial Institutions
  • Industrials
  • Technology, Media & Telecommunications
  • Eastdil Secured (Real Estate)
  • Financial Sponsors
  • Regional Investment Banking

Product Groups:

  • Leveraged Finance
  • Mergers & Acquisitions/Advisory

There, you'll help structure and execute transactions to raise capital for clients, and perform research and analysis to depict projected results. You'll also prepare client materials and participate in client interactions alongside senior bankers.

This will prepare you for a full-time associate role in Investment Banking once you complete your MBA.


As part of your team, you will help orchestrate capital-raising and strategic advisory transactions. Your responsibilities may include:

  • Developing and maintaining models to depict projected financial results and to value companies
  • Supporting various financial analyses, including valuations and merger consequences
  • Performing comprehensive and in-depth company and industry research
  • Preparing presentations and other client materials
  • Conducting research, participating in strategic planning, and assisting in the execution of advisory services
  • Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers
  • Developing and mentoring junior talent

Available locations

Program opportunities are available in Charlotte, N.C., New York, NY, Los Angeles or San Francisco, CA, and Houston


Required qualifications

  • Excellent interpersonal, written, and verbal communication skills
  • Strong quantitative, organizational, and analytical skills
  • Demonstrated excellence in working effectively as an individual and as part of a team
  • Strong personal motivation, attention to detail, and creative mindset
  • Ability to multitask and work in a deadline-driven environment
  • Dedication to building a career in the financial services industry
  • Willingness to work long hours in a demanding, highly-focused and collaborative environment

Desired qualifications

  • A first year MBA student working to obtain a master's degree in business administration with coursework in financial accounting and corporate finance with an anticipated graduation date by June, 2019
  • Professional experience through internships, part-time or full-time work, or extracurricular activities
  • An individual who demonstrates a sense of personal accountability and urgency for achieving results

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