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Public Finance Program Associate – Higher Education

Wells Fargo

SAN FRANCISCO, CAEntry
Sign in to applyVerified 2h ago
Location
SAN FRANCISCO, CA
Work model
On-Site
Level
Entry
Posted
5h ago

About this role

Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Macro, Equities, Municipal Products Group, Credit Sales & Trading. About this role: Wells Fargo is seeking a Public Finance Program Associate to join the Public Finance Investment Banking team within the Municipal Products Group (MPG). Learn more about the career areas and business divisions at wellsfargojobs.com .  MPG provides investment banking, municipal derivatives, investor solutions, institutional sales, secondary trading, and underwriting services to issuer and investor clients. Within MPG, Public Finance Investment Banking offers a full-service platform responsible for originating and structuring transactions for states, local governments, and not-for-profit clients, delivering capital-raising solutions for governments, higher education institutions, nonprofit organizations, and nonprofit healthcare institutions. The Public Finance Program Associate will support the Higher Education coverage team and help manage client relationships, develop business opportunities, and execute transactions, including derivatives. The Associate will be part of deal teams that include senior and junior team members and will build a network of influence among municipal market professionals, including bond lawyers, credit providers, financial advisors, rating agencies, and key industry vendors (e.g. public accounting firms). Issuers will include public and private higher education institutions. 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 Proficiency using AI tools to generate client pitch materials and financing ideas Experience and expertise running cash flows using DBC Demonstrated proficiency in Excel, including experience with writing formulas; organizing, analyzing, formatting, and auditing data; and identifying and

Public Finance Program Associate – Higher Education at Wells Fargo, SAN FRANCISCO, CA | Yoinka