Public Finance Program Associate - West Region jobs in United States
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Wells Fargo · 12 hours ago

Public Finance Program Associate - West Region

Wells Fargo is a leading financial services company that provides a comprehensive suite of capital markets and banking solutions. The Public Finance Program Associate will support the West region coverage team by managing client relationships, developing business opportunities, and executing transactions, including derivatives.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

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

Qualification

Investment Banking experienceMunicipal bond market knowledgeCash flow analysisExcel proficiencyLegal document negotiationRelationship managementAnalytical thinkingAttention to detailLeadership experienceTeam collaboration

Required

2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Registration for FINRA SIE must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Registration for FINRA Series 52 Top-Off must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

Preferred

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

Company

Wells Fargo

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Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-10-06IPO

Leadership Team

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Charlie Scharf
CEO
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Fernando Rivas
CEO of Corporate & Investment Banking
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Company data provided by crunchbase