Intern – Investment Banking Program Analyst

Investment Banking Analyst supporting live transactions, financial modeling, research, and client materials at Wells Fargo. Building technical and professional skills through mentorship in a two-year program.

Posted 8/5/2026full-timeSan Francisco • California • 🇺🇸 United StatesEntry Level💰 $90,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

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 ExperienceFinancial ModelingAnalytical SkillsMicrosoft Excel ProficiencyCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingFinancial AnalysisCompany ResearchIndustry ResearchPitch PresentationsDiligence SessionsClient MeetingsTransaction SupportMicrosoft ExcelMicrosoft PowerPoint

Soft Skills

Team CollaborationMentorship SupportIndependent WorkResponsibility Taking

Tools & Technologies

Microsoft Office

Certifications & Qualifications

FINRA Background Check

Industry Keywords

Investment BankingFinanceFinancial MarketsRisk CompliancePolicy Requirements

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

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
Incentive opportunities may be available
Ongoing coaching, mentorship, and feedback