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Wells Fargo Senior Securities Research Specialist 
India, Karnataka, Bengaluru 
496777572

10.04.2025

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:

  • Assist onshore team in the preparation of underwriting materials through analysis of business/ operations, historical financials, industry data, relative value etc
  • 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
  • Mentor junior analysts on basic and fundamentals of credit risk, underwriting & internal control and perform quality check on client deliverables
  • Contribute to various firm wide projects focused on improving efficiency, automation, regulatory compliance
  • Demonstrate a strong understanding of Wells Fargo's credit risk policies, risk appetite, and underwriting guidelines
  • 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
  • Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
  • Demonstrate a strong understanding of Wells Fargo's credit risk policies, risk appetite, and underwriting guidelines


Required Qualifications:

  • 4+ 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
  • 4+ 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

14 Apr 2025


Wells Fargo Recruitment and Hiring Requirements:

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