Securities Research Associate

About This Role

Wells Fargo is seeking a Security Research Associate.

Key Responsibilities

• Provide support in the editing and publishing functions within the Global Research and Economics Group.
• 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 efficient resource utilization.
• Maintain databases.
• Receive direction from leaders.
• Exercise independent judgment while developing knowledge of function, policies, procedures, and compliance requirements.
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
• Work on various Corporate Banking work streams across TMT sub-sectors including Technology, Media Software, and Telecommunications.
• Support Credit underwriting/debt raise/refinance transactions and the associated credit review process, including:
• Assisting Portfolio Management ("PM") work streams: 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: preparation of client origination/pitching materials, performing capital structure and liquidity analysis, debt capitalization, peer benchmarking, relationship snapshots, amongst others.
• Develop sector expertise and generate sector insights; prepare market/sector updates to keep track of key developments.
• Develop excellent working knowledge of market databases including FactSet, Refinitiv, Moody's, S&P, etc.
• Interact with multiple stakeholders to achieve desired goals.

Job Expectations

• The role involves working closely with the US Corporate Banking team and supporting them on credit appraisals, credit memos, credit reports, or annual credit reviews for corporate clients.
• Support will entail tracking portfolio companies and updating quarterly and annual earnings performance, preparing market or sector updates, company research, tracking credit rating reports or equity reports, historical financial analysis, industry/peer analysis, and working on credit memos, credit reports, or annual review report components that will form part of Corporate Finance or Capital Market transactions.
• There will be significant opportunities to learn, develop, and work as an integral member of I&P CIB Corporate Banking business.

Requirements & Tech Stack

• 2+ years of Securities Research experience, or equivalent demonstrated through work experience, training, military experience, or education.
• MBA, CA, CFA, or master’s in finance from a premier educational 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 – PowerPoint and Excel.

Qualifications

• 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.