Securities Research Analyst

2 - 6 years

7 - 17 Lacs

Posted:3 hours ago| Platform: Naukri logo

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Work Mode

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Job Type

Full Time

Job Description

In this role, you will:
  • Provide support in the editing and publishing functions within the Global Research and Economics Group in Wells Fargo Securities
  • Post research documents to market data vendors, update mailing lists, and provide web site access to clients and vendors
  • Support the creation of research packets
  • 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:

  • 6+ months of Securities Investment research, financial services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • The role involves working closely with the US deal team on pitchbooks, peer analysis, opportunity analysis, and other industry-related materials, with significant opportunities to learn, develop and work as an integral member of the business.
  • Work on various work streams that form key components of M&A Buy or Sell side deals and pitches
  • Assist in preparing Pitch books, including industry overviews, company profiles, strip profiles, management biographies, brokers' outlook, share price performance, deal case studies, possible buyer/seller opportunities
  • Work on comparable company analysis, precedent transaction analysis, buyer or target identification, company/M&A screening and newsletter preparation
  • Work independently on complex projects and deliver high quality deliverables
  • Effectively communicate with key stakeholders in the US
  • Ability to proficiently use Microsoft Office applications, especially Power Point and Excel
  • Knowledge of database tools FactSet, Mergermarket, Dealogic, Thomson One, Capital IQ, Factiva, and Bloomberg
  • Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
  • 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


Job Expectations:

  • Outstanding academic qualifications MBA, CA or MS Finance from a premier institute
  • Strong knowledge of accounting and financial concepts

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Wells Fargo logo
Wells Fargo

Banking and Financial Services

San Francisco

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