Securities Research Associate

About this role:

Wells Fargo is seeking a Securities Research Associate.

This role involves working with Corporate & Investment Banking (CIB) Division, focused on:

Supporting the Financial Sponsor Group (FSG) with leveraged transactions and aligned activities, across diverse range of industries

Closely working alongside teams to execute new transactions

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

Assist onshore team in the preparation of underwriting materials through analysis of business/ operations, historical financials, industry data, relative value etc

Work with US team members to build detailed financials models to assist senior bankers in diligence related to complex credit transactions

Prepare company/ sector profile reports, comprising borrower business model/future strategy, industry developments and impact of macro-economic events on the overall market for the portfolio of covered client set across industries

Strong understanding of loan structure, debt instruments, capital structure and credit documentation

Strong excel/ ppt. skills with the ability to create complex visually appealing charts distilling high levels of information into a chart format

Understand and respond to the queries raised by the onshore underwriter and work in a fast paced and iterative manner

Good stakeholder management skills as the team would be working closely with other teams during the various stages of the projects, ad-hoc special projects as needed by onshore team

Demonstrate a strong understanding of Wells Fargo's credit risk policies, risk appetite, and underwriting guidelines

Required Qualifications:

2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Outstanding academic qualifications CA or MBA / MSc Finance from a premier educational institution

2+ yrs of experience in Underwriting / Credit Rating - experience in working with FSG team in IB structure will be preferred

Strong knowledge of accounting and financial concepts

Proficient in Microsoft office tools

Knowledge of database tools Factset, Thomson one, Capital IQ and Bloomberg