In this role, you will:
- Serve as an individual contributor role in the Global Research and Economics Group supporting Wells Fargo Securities
- Be responsible independently or as part of a team for research direction of industries, markets and companies
- Provide research coverage with a wide knowledge of the business, marketplace and clients
- Engage business to provide exceptional service to clients
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
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:
- Work on various Corporate Banking work streams across TMT sub-sectors including Technology, Media, Telecommunications, Software etc.
- 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
- 4+ 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
13 Jul 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.