Investment Banking Analyst - Leveraged Underwriting

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 Analyst for the Leveraged Underwriting group within Corporate and Investment Banking (CIB). The position is focused on underwriting, structuring, and executing complex and fast-moving transactions that support Corporate and Sponsor clients across a diverse range of industries within Wells Fargo's Leveraged Underwriting Group. This role will work closely with Leveraged Finance Debt Capital Markets (DCM), Sponsor Coverage, Capital Management, Industry Coverage, and Equity Capital Markets (ECM) teams to originate and execute new transactions.
In this role, you will:

• Create detailed financial models to analyze capital and growth strategies for clients
• Conduct extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction
• Partner with Leveraged Finance and Coverage to structure and execute complex, fast-moving, leveraged acquisition finance, financial sponsor, and pre-IPO transactions
• 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
• Participate in all aspects of deal coordination, including conducting due diligence efforts and drafting materials
• Maintain knowledge of structuring, marketing, and distribution processes associated with leveraged debt instruments
• Prepare marketing documents, including pitch materials, confidential offering memoranda, and management presentations
• Develop knowledge around credit and other related legal agreements and complex loan structures
• Demonstrate a strong understanding of Wells Fargo's credit risk policies, risk appetite, and underwriting guidelines
• Support a collaborative and inclusive environment

Required Qualifications:

• 6+ months of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Successful completion of formal Credit Training program
• 6+ months of financial services industry experience
• 6+ months of Corporate or Investment Banking experience is a plus
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Strong analytical skills with high attention to detail and accuracy
• Strong organizational, multi-tasking, and prioritizing skills
• High level of initiative and accountability
• Ability to act with integrity, good character and exercise sound judgement
• Strong Microsoft Office (Word, Excel, and Outlook) skills
• Knowledge and understanding of financial services credit risk management
• BS/BA degree or higher in accounting, finance, or economics
• Strong understanding of financial and accounting concepts
• Excellent analytical / modeling skills and ability to create in-depth financial models involved in LBO / M&A transactions
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

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.
• Up to 10% travel

Job Locations:
Charlotte, NC: 550 South Tryon
New York, NY: 30 Hudson Yards
Salary Range for NC and NY:
First year: $110K
Second year: $125K
Third year: $135K
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.
$87,000.00 - $168,000.00
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:
18 Feb 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.