Investment Banking Associate

2 weeks ago

Toronto, Canada WELLS FARGO BANK Full time

**About this role**:
Wells Fargo is seeking an Investment Banking Associate within Wells Fargo Securities in our Toronto office.

Wells Fargo Securities ("WFS") consists of nearly 5,000 team members in 50+ offices across North America, Europe, and Asia, focused on middle-market and large corporations and global institutional investors. WFS 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.

**In this role, you will**:

- Participate in analyzing companies and client investments
- Make recommendations to clients on investments
- Identify opportunities for process improvements within Investment Banking Program
- Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment to guide medium risk deliverables
- Present recommendations for resolving business challenges and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Interact with internal and external customers

**Required Qualifications**:

- 2+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Bachelor's degree in Business/Finance or equivalent with academic distinction
- Coursework in financial accounting and corporate finance

**Desired Qualifications**:

- Second year investment banking associate
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
- Ability to work effectively, as well as independently, in a team environment
- Very comfortable and efficient in Excel with experience writing formulas; organizing, analyzing, and formatting data; and recognizing and auditing errors
- Able to review and interpret financial statements
- Extremely detail oriented
- High level of personal motivation
- Direct client interaction experience, including some experience interacting with senior decision makers
- Ability to manage a high-volume workload while maintaining excellence and consistency of work
- Ability to quickly change focus and stay organized
- Strong ability to interact with senior executives and clients in a confident and professional manner
- Ability to work in a fast-paced deadline driven environment

**We Value Diversity**

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.

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