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
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:
- Work on various Corporate Banking work streams across Industrials sub-sectors including Capital Goods & Services, Forestry, Paper & Packaging, Chemicals, Metals & Mining, Building Products & Homebuilding, Aerospace & Defense, Transportation & Logistics
- Support the Credit underwriting/debt raise/refinance transactions and the associated credit review process, including:
- Assisting the Portfolio Management ("PM") work streams viz preparation of credit memos and annual review components, performing financial analysis/modeling, tracking portfolio companies quarterly/annual financial performance, conducting market or sector research, company research, industry / peer analysis and borrower credit ratings
- Assisting Relationship Management ("RM") workstreams viz. preparation of client origination / pitching materials, performing capital structure and liquidity analysis, debt capitalization, peer benchmarking, relationship snapshot, amongst others
- Develop sector expertise and generate sector insights; prepare market/sector updates to keep a track of key developments
- Develop excellent working knowledge of market databases including FactSet, Refinitive, Moody's, S&P, etc.
- Interact with multiple stakeholders to achieve the desired goal
Job Expectations:
- MBA, CA, CFA or master’s in finance from a premier education institute
- 2+ years’ experience in Corporate Banking, Credit research or Debt advisory
- Strong inclination towards building a career in Corporate Banking with experience in working in any of the Industrials sub-sectors
- Good understanding of Credit metrics, Covenants, Capital structure, financial statement and ratio analysis
- Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
- Strong logical, analytical skills and a systematic problem-solving approach
- Ability to proficiently use Microsoft Office Applications – Power Point and Excel
- Strong time management skills and ability to work under pressure and meet strict deadlines
- Attention to detail and ability to ensure high quality of deliverables
- Ability to interact with integrity and a high level of professionalism with all levels of team members and management
- Results driven, accountable and ability to work with multiple priorities in a fast-paced and results-driven environment
27 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.