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MBA Programs: Wells Fargo Securities

Program Description

Wells Fargo Securities consists of over 4,000 team members in 40+ offices across the US, Europe and Asia focused on US middle market and large corporations, and global institutional investors. Wells Fargo Securities brings together the company's market-leading businesses in debt and equity underwriting, mergers and acquisitions, loan syndications, debt and equity sales and trading, tax-exempt products, research and economics, and hedging products relating to equity, commodities and interest rate risks. Our customer-driven model is focused on delivering capital markets solutions to long standing customer relationships in middle market, large corporate, institutional, commercial real estate, municipal and internal Wells Fargo client segments.

Program Overview

Organized by industry sector, the Investment Banking and Capital Markets team of Wells Fargo Securities is dedicated to understanding the unique competitive and operating environments of our clients. The group combines strong relationships and industry knowledge with superior capital markets and advisory capabilities that includes debt and equity underwriting, mergers and acquisitions, and loan syndications. Our team maintains active relationships with a broad universe of middle market, large corporate and institutional clients, and is highly experienced in delivering exceptional execution.


The Investment Banking and Capital Markets Associate Program provides associates with a comprehensive eight week training program in Charlotte before beginning work with their business unit. The training combines all the associates from various lines of business and includes classroom instruction in financial accounting, cash flow, credit analysis, financial modeling, valuation as well as preparation for the Series 79 and 63 license exams. Wells Fargo professionals and consultants with special expertise in their fields equip associates with the skills, knowledge and tools to make an immediate contribution to their team. Associates will also receive on-the-job coaching, mentoring, and feedback throughout their tenure.


Associate opportunities are primarily available in Charlotte, New York, and San Francisco within one of the following industry or product groups. Limited opportunities may also be available in Houston, Los Angeles, Chicago, and St. Louis.

Corporate Finance
Provides a full range of investment banking and advisory services to clients in the following industries:
  • Consumer, Healthcare and Gaming
  • Energy and Power
  • Financial Institutions
  • Industrials
  • Technology, Media and Telecommunications
Debt Capital Markets
Originates, structures, underwrites, and syndicates various debt (including high yield) and quasi-equity securities for corporate and financial sponsor clients. Provides financing solutions tailored to corporate and financial sponsor clients to support acquisition financing, growth financing, recapitalizations and/or refinancing transactions.

Equity Capital Markets
Partners with Equity Origination, Equity Syndicate and the Special Equities Desk to originate, structure and execute equity and equity-linked financing solutions for corporate and financial sponsor clients.

Financial Sponsors
Originates leveraged finance, mergers/acquisitions, and equity transactions.

Mergers and Acquisitions / Advisory
Assists middle market and large corporate clients in achieving their strategic and financial objectives in partnership with industry and specialty coverage groups. Services include sell side advisory, buy side advisory, strategic financial advisory, fairness opinions, takeover defense, and private equity placements.

Middle Market Group
Provides investment banking coverage to select middle-market clients and emerging growth companies in Wells Fargo's core commercial and retail geographic footprint. The group advises middle market financial sponsors and has dedicated merger and acquisition execution capabilities.


As active team members in a focused industry or product group, associates help orchestrate capital raising and strategic advisory transactions. Associates assume significant responsibility that 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 materials for clients
  • 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
Minimum Qualifications
  • Excellent interpersonal, written, and verbal communication skills
  • Strong quantitative 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
  • Strong organizational skills • Ability to multi-task 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, collaborative, and team environment
Preferred Qualifications
  • • A second year MBA student (anticipated graduation date May-June 2013) working to obtain a master’s degree in business administration with coursework in financial accounting and corporate finance
  • Professional experience in investment banking or related industry through internships, part-time or full-time work, and/or extra-curricular activities
  • An individual who demonstrates a sense of personal accountability and urgency for achieving results

Wells Fargo will not sponsor visas for these positions, and will not hire individuals whose work eligibility is based on their F-1 or other student visa status. Candidates must be authorized to work in the United States on a permanent basis.

How to Apply

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Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran.
EEO is the Law