Investment Banking Associate - Technology

Investment Banking Associate - Technology at Wells Fargo

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.

About This Role

Wells Fargo is seeking an Investment Banking Associate - Technology with a focus on Software and Semiconductors for the Tech team within the Tech, Media and Telecom (TMT) group. This team is dedicated to building long-term relationships with decision makers (C-suite, Board) across the software and semiconductor sectors, providing strategic advice, deep industry insights, and flawless execution of complex transactions.

In This Role, You Will

• Participate in analyzing companies and client investments across the software and semiconductor sector
• Make strategic recommendations to clients based on market trends, valuation insights, and competitive positioning
• Identify opportunities for process improvements within the Investment Banking Program
• Review and analyze market data, valuation models, and presentations that require research, evaluation, and independent judgment to guide medium-risk deliverables
• Present recommendations for resolving business challenges and develop 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 clients, including senior executives and institutional investors

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

• 2+ years of experience in software and/or semiconductor sectors within Tech
• Strong understanding of industry dynamics, competitive landscape, and key valuation drivers in software and semiconductors
• Excellent verbal, written, and interpersonal communication skills
• A Master's degree or higher in accounting, finance, economics, or a related field
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Knowledge and understanding of business development: business vision, strategies, and goals
• Knowledge and understanding of capital markets: deal execution process and standards

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.

Compensation Details

Base pay: $175,000-200,000. May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards.

Location

San Francisco, CA

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.

$150,000.00 - $250,000.00

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

Key skills/competency

• Investment Banking
• Financial Analysis
• Valuation Modeling
• Technology Sector
• Software Industry
• Semiconductor Industry
• Mergers & Acquisitions
• Client Advisory
• Market Research
• FINRA Compliance