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Wells Fargo Senior Securities Research Specialist 
India, Karnataka, Bengaluru 
922010011

09.07.2025


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.