Wells Fargo Securities Research Associate 

India, Karnataka, Bengaluru 

190656610

About this role:

This role involves working with Corporate & Investment Banking (CIB) Division, focused on:

• Supporting the Financial Sponsor Group (FSG) with leveraged transactions and aligned activities, across diverse range of industries
• Closely working alongside teams to execute new transactions

In this role, you will:

• Provide support in the editing and publishing functions within the Global Research and Economics Group in Wells Fargo Securities
• Generate research packet products, post research documents to market data vendors, update and maintain mailing lists, and provide client access to web sites
• Assign reports to Editors and Supervisory Analysts to ensure the most efficient use of resources
• Maintain databases
• Receive direction from leaders
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Assist onshore team in the preparation of underwriting materials through analysis of business/ operations, historical financials, industry data, relative value etc
• Work with US team members to build detailed financials models to assist senior bankers in diligence related to complex credit transactions
• Prepare company/ sector profile reports, comprising borrower business model/future strategy, industry developments and impact of macro-economic events on the overall market for the portfolio of covered client set across industries
• Strong understanding of loan structure, debt instruments, capital structure and credit documentation
• Strong excel/ ppt. skills with the ability to create complex visually appealing charts distilling high levels of information into a chart format
• Understand and respond to the queries raised by the onshore underwriter and work in a fast paced and iterative manner
• Good stakeholder management skills as the team would be working closely with other teams during the various stages of the projects, ad-hoc special projects as needed by onshore team
• Demonstrate a strong understanding of Wells Fargo's credit risk policies, risk appetite, and underwriting guidelines

Required Qualifications:

• 2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Outstanding academic qualifications – CA or MBA / MSc Finance from a premier educational institution
• 2+ yrs of experience in Underwriting / Credit Rating - experience in working with FSG team in IB structure will be preferred
• Strong knowledge of accounting and financial concepts
• Proficient in Microsoft office tools
• Knowledge of database tools – Factset, Thomson one, Capital IQ and Bloomberg

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.