Associate, Public Finance – Not-for-Profit Healthcare

Wells Fargo

Public Finance Associate managing healthcare finance transactions for Not-for-Profit clients at Wells Fargo. Preparing cash flow analysis and working with clients and legal documentation.

Posted 6/5/2026full-timeNew York City • California, New York, North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $165,000 - $185,000 per yearWebsite

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Hard Skills

cash flow analysispitch booksRequests for Proposals (RFPs)due diligencelegal documentation negotiationcompliance managementmunicipal bond marketrunning cash flowsExcelanalytical thinking

Soft Skills

relationship managementattention to detailindependent judgmentleadershiptraining others

Tools & Technologies

DBC

Certifications & Qualifications

Master's DegreeBachelor's Degree

Industry Keywords

Investment Bankingpublic financelegal documentsinternal compliancefinance solutions

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
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
Strong knowledge and understanding of the municipal bond market
Experience and expertise running cash flows using DBC
Very comfortable and efficient in Excel
Analytical thinker.

Benefits

Comp & perks

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