The role involves working closely with the US deal team on pitchbooks, valuations, peer analysis, opportunity analysis, and other industry-related materials, with significant opportunities to learn, develop and work as an integral member of the business.
Required qualification:
3+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired qualification:
Work on various work streams that form key components of M&A Buy or Sell side deals
Assist in preparing Pitch books, including industry overviews, company profiles, strip profiles, management biographies, brokers' outlook, share price performance, deal case studies, evolution of industry/peers valuation multiples, possible buyer/seller opportunities
Work on comparable company analysis, precedent transaction analysis, buyer or target identification, company/M&A screening and newsletter preparation
Work on financial analysis, industry benchmarking and valuation models
Develop an understanding of key M&A drivers and trends and M&A market activity
Work independently on complex projects and deliver high quality deliverables
Effectively communicate with key stakeholders in the US
Job Responsibilities:
Ability to proficiently use Microsoft Office applications, especially Power Point and Excel
Knowledge of database tools - FactSet, Merger market, Dealogic, Thomson One, Capital IQ, Factiva, and Bloomberg
Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
Strong time management skills and ability to work under pressure and meet strict deadlines
Attention to detail and ability to ensure high quality of deliverables
Ability to provide innovative ideas to efficiently execute the tasks
Ability to identify proactive ways to contribute to firm's goals & mission
3+ years of experience strong knowledge of accounting and financial concepts. Knowledge of investment banking concepts including M&A as a product will be an added advantage
Outstanding academic qualifications - MBA, CA or MS Finance from a premier institute. CFA is an advantage
Posting End Date:
24 Jul 2025
*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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
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