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 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:

• Advising client on policy decisions such as optimal capital structure, capital allocation, return of capital etc. utilizing modeling and quantitative tools.
• Offering solutions on various corporate finance topics such as cost of capital, valuation, leverage, liquidity, share repurchases, dividend payouts, pensions etc.
• Advise on complex M&A and strategic separations / subsidiary redeployment (spinoffs, split-offs, Reverse Morris Trusts), IPO structures, dispositions, cross-border M&A, structuring, JV structure, joint bids, break-ups etc.
• Work on Monte-Carlo simulation to analyze potential deviation in companys growth forecasts and its impact on financials.
• Supporting end to end deal execution processes from model development to client pitch to transaction execution.
• Create complex excel models to analyze large data sets and aim to incorporate VBA/Python automation in-order to reduce time required to execute such models.
• Partner with senior bankers to create client-and situation-specific materials on ESG considerations across lending, debt capital markets, equity capital markets, advisory engagements, risk management and liquidity

Job Expectations:

• Investment banking experience of 2+ years post MBA / CA (CFA certification would be an added advantage)
• Prior Environmental Social Governance (ESG) experience, analytics and sustainable finance experience would be an added advantage
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
• Strong analytical, quantitative, and statistical skills
• Strong financial modeling and presentation skills
• Excellent verbal, written, and interpersonal communication skills.
• Strong attention to detail and accuracy skills
• Familiar with US company filings and accounting standards
• Experience in Business Execution, Implementation, or Strategic Planning, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education