Back

Investment Banking Associate - Healthcare Services

Wells FargoWells Fargo·Financial Services

Apply effort

<60 sec

via Aplyr Quick Apply

Posted

56 days

01

About the role

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

  • 550 S Tryon St. - Charlotte, North Carolina 28202

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.

$139,000.00 - $260,000.00

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:

14 May 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.

02

Aplyr's read

Wells Fargo is a major player in financial services, attracting professionals in risk management, software engineering, and finance who thrive in a complex, regulated environment.

Synthesized from recent postings & public sources

What's promising

  • Wells Fargo offers diverse career paths across finance, technology, and operations.
  • Strong emphasis on risk management and compliance attracts professionals in these fields.
  • Significant investment in technology and digital transformation initiatives.

What to watch

  • The company has faced significant regulatory scrutiny and legal challenges.
  • Reputation issues may affect employee morale and public perception.
  • Complex organizational structure can lead to bureaucratic hurdles.

Why Wells Fargo

  • Wells Fargo's community-based approach differentiates it from other large banks.
  • The company has a vast network of branches across the U.S.
  • Focus on integrating advanced technology in traditional banking services.

Aplyr’s read is generated by AI from public sources. Was it useful?

03

About Wells Fargo

WFC$83.73+1.61%

Wells Fargo & Company is a diversified, community-based financial services company providing banking, investment, mortgage, and consumer and commercial finance.

04

Similar roles