Securities Research Associate

About this role:

Wells Fargo is seeking a Securities Research Associate

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 directions 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 on work streams that form key components of M&A buyside or sell-side deal execution and/or, corporate finance or capital market transactions across multiple sectors (Industrials, Healthcare, Consumer & Retail, TMT, FIG)
• Assist in preparing pitchbook components including industry overviews, company profiles, management biographies, brokers outlook, share price performance, deal case studies, evolution of industry/peers valuation multiples, possible buyer/seller opportunities, amongst others
• Assist in equity and debt capital raising (IPOs, follow-on offering, bond issuances etc.) and leveraged underwriting transactions
• Work on comparable company analysis, precedent transaction analysis, buyer or target identification, company/M&A screening and sector updates and analyses
• Work on financial analysis, industry benchmarking and valuation models
• Develop an understanding of a sectors key performance and valuation indicators and identify key industry and M&A trends and outlook impacting the sector
• Develop excellent working knowledge of market databases e.g., FactSet, Refinitiv, Bloomberg, Dealogic, Merger Market, etc.
• Interact with multiple stakeholders to achieve the desired goal

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:

• MBA or Masters in finance from a premier education institute with 2+ years of relevant work experience with a good understanding of Industrials sub-sectors
• Strong inclination towards building a career in Corporate Finance, Investment Banking or Capital Markets
• Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
• Good understanding of financial concepts and company valuation techniques
• 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 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

Job Expectations:

• Ability to proficiently use Microsoft Office Applications Power Point and Excel
• Knowledge of database tools FactSet, 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
• Ability to provide innovative ideas to efficiently execute the tasks
• Ability to identify proactive ways to contribute to firm's goals & mission