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 a Public Finance Associate - Not-for-Profit Healthcare to join our Municipal Products Group (MPG). The Municipal Products Group (MPG) provides investment banking, municipal derivatives, investor solutions, institutional sales, secondary trading and underwriting services to issuer and investor clients.
In this role, you will:
Prepare detailed cash flow analysis to support transaction execution
Create pitch books
Draft responses for Requests for Proposals (RFPs)
Lead due diligence meetings
Work closely with internal and external counsel to negotiate legal documentation
Work closely with analysts and internal partners to manage internal compliance requirements
Maintain 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
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:
Master's or Bachelor's Degree in Business, Finance or Accounting OR 3+ years direct public finance 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.
Job Expectations:
Ability to travel up to 25% or as needed
Visa sponsorship is not available
Registration for FINRA Series 52 must be completed within 90 days of hire date if it is not available for transfer upon hire.
Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire.
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire.
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.
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.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting Locations:
500 West 33rd St. - New York, New York 10001
550 S Tryon St. -CHARLOTTE, NC 28202
2141 Rosecrans Ave. -EL SEGUNDO, CA 90245
Pay Range:
New York City/Charlotte/El Segundo -Pay Range : $165,000-$185,000
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 (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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
Posting End Date:
18 Jun 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Req Number: R-547373
