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Intern – Investment Banking Program Analyst

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Jobtailor
Apprenticeship/Internship position
Listed on 2026-08-16
Job specializations:
  • Finance & Banking
    Financial Analyst, Corporate Finance, Investment Banking, Capital Markets
Salary/Wage Range or Industry Benchmark: 85000 - 100000 USD Yearly USD 85000.00 100000.00 YEAR
Job Description & How to Apply Below
  • Contribute to the build out of financial models and support financial analysis
  • Conduct company and industry research
  • Prepare client materials and pitch presentations
  • Participate in diligence sessions, client meetings, and internal discussions
  • Collaborate with senior bankers across sectors and geographies
  • Support the development of junior team members
  • Support live transactions and client delivery within an assigned product or industry coverage group
  • Receive ongoing coaching, mentorship, and feedback throughout the two-year program
Requirements
  • 6+ months of Investment Banking Program experience, or equivalent demonstrated through work experience, training, military experience, or education
  • Bachelor's degree with expected graduation between December 2026 and June 2027
  • Successful completion of the 2026 Investment Banking Analyst Program (CA)
  • Strong academic achievement
  • Demonstrated interest in finance and financial markets
  • Strong analytical and communication skills
  • Proven ability to take on significant responsibility
  • Relevant internship experience
  • Ability to work effectively independently and in teams
  • Proficiency in Microsoft Office, including Excel, PowerPoint, and Word
  • Must be presently authorized to work for any employer in the United States and not require current or future Wells Fargo visa sponsorship
  • Must successfully complete and pass a FINRA background check prior to hire
  • Must meet ongoing FINRA regulatory obligations, including periodic screening and mandatory reporting
  • Must adhere to Wells Fargo risk, compliance, and policy requirements
  • Drug-free workplace requirements
Core Competencies

Demonstrates strong analytical and communication skills essential for financial modeling, analysis, and client presentations. Proficient in Microsoft Office tools, particularly Excel, PowerPoint, and Word, with a solid foundation in finance and financial markets.

Highest-signal resume keywords
  • Investment Banking Program Experience
  • Financial Modeling
  • Analytical Skills
  • Microsoft Excel Proficiency
  • Communication Skills
ATS Optimization Keywords Hard Skills
  • Financial Modeling
  • Financial Analysis
  • Company Research
  • Industry Research
  • Pitch Presentations
  • Diligence Sessions
  • Client Meetings
  • Transaction Support
  • Microsoft Excel
  • Microsoft Power Point
Soft Skills
  • Team Collaboration
  • Mentorship Support
  • Independent Work
  • Responsibility Taking
Certifications & Qualifications
  • FINRA Background Check
Industry Keywords
  • Investment Banking
  • Finance
  • Financial Markets
  • Risk Compliance
  • Policy Requirements
Tools & Technologies
  • Microsoft Office
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