Securities Research Associate

2 - 7 years

5 - 9 Lacs

Posted:1 hour ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

About this role:
Wells Fargo is seeking a Securities Research Associate
The role involves working closely with the US deal team on M&A deal executions, pitchbooks, valuations, peer analysis, opportunity analysis, and other industry-related materials, with significant opportunities to learn, develop and work as an integral member of the business.

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
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:
  • Work on various work streams that form key components of M&A Buy or Sell side deals
  • Assist in preparing Pitch books, including industry overviews, company profiles, strip profiles, management biographies, brokers' outlook, share price performance, deal case studies, evolution of industry/peer valuation multiples, possible buyer/seller opportunities
  • Work on comparable company analysis, precedent transaction analysis, buyer or target identification, company/M&A screening and newsletter preparation
  • Work on financial analysis, industry benchmarking and valuation models (DCF, LBO, football field, merger model and analysis)
  • Develop an understanding of key M&A drivers and trends and M&A market activity
  • Work independently on complex projects and deliver high quality deliverables
  • Effectively communicate with key stakeholders in the US
Job Expectations:
  • Ability to proficiently use Microsoft Office applications, especially Power Point and Excel
  • Knowledge of database tools FactSet, Merger market, 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
  • Ability to provide innovative ideas to efficiently execute the tasks
  • Ability to identify proactive ways to contribute to firm's goals & mission
  • 2+ years of experience. Strong knowledge of accounting and financial concepts. Knowledge of investment banking concepts including M&A as a product will be an added advantage
  • Outstanding academic qualifications MBA, CA or MS Finance from a premier institute. CFA is an advantage

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Wells Fargo logo
Wells Fargo

Banking and Financial Services

San Francisco

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