Public Finance Program Associate - West Region
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.
The **Municipal Products Group** (MPG) provides investment banking, municipal derivatives, investor solutions, institutional sales, secondary trading and underwriting services to issuer and investor clients.
**Public Finance Investment Banking** offers a full-service Investment Banking platform responsible for originating and structuring transactions for States, local governments, and not-for-profit clients. We provide capital raising solutions for governments, education & nonprofit and nonprofit healthcare institutions
**About This Role:**
The Public Finance Program Associate will support the West region coverage team and help manage client relationships, development business opportunities, and execute transactions, including derivatives. The associate will be part of deal teams that include senior and junior team members. The associate will build a network of influence among municipal market professionals including, among others, bond lawyers, credit providers, financial advisors, rating agencies, and key industry vendors (e.g. public accounting firms). Issuers will include governmental agencies, K-12 school districts and higher education institutions.
**In this role, you will:**
+ 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
**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 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.
**Job Expectations:**
+ 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.
**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.
The **Municipal Products Group** (MPG) provides investment banking, municipal derivatives, investor solutions, institutional sales, secondary trading and underwriting services to issuer and investor clients.
**Public Finance Investment Banking** offers a full-service Investment Banking platform responsible for originating and structuring transactions for States, local governments, and not-for-profit clients. We provide capital raising solutions for governments, education & nonprofit and nonprofit healthcare institutions
**Job Description:**
The Public Finance Program Associate will support the West region coverage team and help manage client relationships, development business opportunities, and execute transactions, including derivatives. The associate will be part of deal teams that include senior and junior team members. The associate will build a network of influence among municipal market professionals including, among others, bond lawyers, credit providers, financial advisors, rating agencies, and key industry vendors (e.g. public accounting firms). Issuers will include governmental agencies, K-12 school districts and higher education institutions.
**Day-to-day job responsibilities include:**
+ 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 analysts and 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
**Job Expectations:**
+ Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
+ Registration for FINRA SIE, Series 52 Top-Off and 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.
**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.
**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:**
9 Feb 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-519515
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