Wells Fargo

Public Finance Program Associate

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: New York City • California • New York • United States

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Salary

💰 $150,000 - $250,000 per year

About the role

  • Preparing detailed cash flow analysis to support transaction execution
  • Creating pitch books
  • Drafting responses for Requests for Proposals (RFPs)
  • Leading due diligence meetings
  • Working closely with internal and external counsel to negotiate legal documentation
  • Working closely with internal partners to manage internal compliance requirements
  • Maintaining client relationships; including screening potential finance solutions
  • Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in policies, procedures and compliance requirements
  • Collaborate and consult with functional colleagues, internal partners and stakeholders, including internal and external customers

Requirements

  • 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Master's or bachelor's degree in business, finance, or accounting OR 2+ years of relevant work experience.
  • Ability to develop and maintain strong relationships with internal and external clients.
  • High attention to detail and accuracy
  • Experience reading, negotiating, and/or interpreting legal documents
  • Leadership experience and/or experience training others in a relevant professional capacity
  • An energetic self-starter who is detail-oriented with strong quantitative skills and enjoys working in a team environment; ability to work with little direct supervision and thrive in a high energy environment
  • Strong knowledge and understanding of the municipal bond market
  • Experience and expertise running cash flows using DBC
  • Very comfortable and efficient in Excel. Experience writing formulas; organizing, analyzing, and formatting data; and recognizing and auditing errors.
  • Able to review and interpret financial statements.
  • Analytical thinker. Able to make decisions and recommendations that are well-reasoned.
  • High level of personal motivation. Does more than what is asked for and anticipates questions/issues.
  • Ability to manage a high-volume workload while maintaining excellence and consistency of work.
  • Ability to quickly change focus and stay organized is a must.
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
cash flow analysispitch booksRequests for Proposals (RFPs)negotiating legal documentationcompliance requirementsreading legal documentsExcelfinancial statementsquantitative skillsmunicipal bond market
Soft Skills
relationship managementattention to detailleadershipteamworkanalytical thinkingpersonal motivationorganizational skillsindependent judgmentproblem-solvingadaptability