Job Description

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: The Mergers & Acquisitions (M&A) Group within the Investment Banking division of Wells Fargo Securities (WFS) is seeking an experienced investment banking professional – at the Vice President level - to join our San Francisco office and the Tech M&A team. The M&A Group consists professionals focused on providing a full array of strategic advisory services to Wells Fargo’s client base in targeted industry sectors. M&A partners with Wells Fargo's Coverage groups to provide strategic advisory and execution services across the global platform. Lead financial analysis, transaction strategy and deal tactics. Manage transaction processes. Provide input on critical dialogue and transaction negotiations. Lead due diligence, valuation, and financial modeling efforts. In this role, you will: Lead development of sophisticated financial analyses to evaluate M&A transactions, LBOs, investments, reorganizations, and/or other transactions. Supervise and manage the day-to-day execution of multiple transactions. Leverage multi-disciplinary insights (i.e., perspective of equity investors, financing markets, industry dynamics) to provide relevant advice. Maintain quality control on all work product generated by deal team. Analyze companies’ financial needs and help develop solutions. Structure and recommend creative and unique transaction structures according to client need. Identify key industry trends and key industry players to determine who will become clients in the future. Support new business origination through the contribution of new ideas (i.e., logical M&A transactions). Establish subject matter expertise with clients; begin to be viewed as a knowledgeable / credible resource by clients and able to pitch for new business. Interact and build working relationships and credibility with partners across the bank. Promote diversity and inclusion amongst the group. Mentor and develop the junior team to improve skills and build culture within the group. Forge professional relationships with client counterparts (i.e., mid-level corporate development staff). Develop network of trusted M&A professionals (i.e., lawyers, consultants, accountants) as both a client sourcing channel and a trusted sounding board. 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. Required Qualifications: 5+ years of investment banking experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Demonstrated ability to manage and execute M&A transactions Strong analytical skills with high attention to detail and accuracy Excellent verbal, written, and interpersonal communication skills Sound analytical skills with an advanced understanding of finance and accounting concepts, strong interpersonal, written and verbal skills, maintaining high quality/detail-oriented work standards, and willingness to take on significant responsibility Proficiency in Microsoft Excel and PowerPoint Comfortable functioning both independently and as part of a team, meeting stringent deadlines and work quality standards Tech sector M&A experience required especially experience in public company transactions Job Expectations 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. FINRA recognized equivalents will be accepted Registration for FINRA Series 63 (or 66) 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 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted Base Pay: Base pay range for this position is 250,000.00 USD May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $144,400.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( 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: 10 Mar 2025 ***** Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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 US: 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. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our 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-434865 Wells Fargo

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