Corporate Banking Analyst
Wells Fargo
About the Role
Wells Fargo is seeking a Corporate Banking Analyst.
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.
Job Expectations
- Work as an individual contributor on various work streams that form key components of Wells Fargo’s Corporate Banking debt financing, F/X and/or Rates products, across sectors.
- Assist in preparing Credit memos, credit reports or annual reviews for corporate clients including support in drafting company/borrower overviews, business description, industry overviews, corporate actions and in performing historical financial analysis and industry or peer analysis.
- Work on publishing Quarterly or annual earnings summaries for target portfolio companies and in tracking credit rating reports or equity reports.
- Prepare market or sector updates, sector newsletters to keep a track of key market developments.
- Work on borrower rating, capital structure and covenant analysis.
- Monitor and track covenant compliance.
- Support in drafting non-borrower reports, Annual credit reviews or CAC Memos.
- Develop excellent working knowledge of market database tools e.g. Fact set, Thomson one, Capital IQ, Moody’s, S&P etc.
- Interact with multiple stakeholders to achieve the desired goal.
Requirements & Tech Stack
- 2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Ability to proficiently use Microsoft Office Applications – Power Point and Excel.
Qualifications
- MBA, CA, CFA or master's in finance from a premier education institute.
- 2+ years’ experience in Corporate Banking, Credit research or Debt advisory.
- Experience in working in any of the following sectors preferable, FIG and/or Banks.
- Strong inclination towards building a career in Corporate Banking, Corporate Finance, Investment Banking or Capital Markets.
- 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.
- 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.

