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 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:

• Debt origination/syndication support to Capital Markets team in EMEA US markets across situations i.e. Debt restructuring, refinancing, Bond syndication, Leveraged Acquisition financing
• Monitoring tracking financial performance, borrowers business model/future strategy, security cover, industry developments and impact of macro-economic events on the overall market for the portfolio of covered client set across industries
• Preparing pitch books, request for proposals (RFP), information memorandum, term-sheets, investor presentation, pricing of bonds, external legal documentation and sales memo for transaction origination and road shows
• Assist with structuring of debt transaction in terms of instrument, pricing, tenor, currency, target investors based on comparable transactions and existing market conditions with the ultimate goal of balancing clientsneeds with the lender and investor requirements
• Working closely with DCM desk, including cross functional teams such as Corporate Finance, Syndicate ESG desk, and developing key relationships with these teams
• Understanding of various debt products with specific focus on Hybrid and Liability management
• Effectively communicate with key stakeholders in the US/EMEA
• Responsibilities include training and guiding junior and new analysts, resolving their project related queries and performing quality check on client deliverables
• Outstanding academic qualifications MBA / Masters in Finance from a premier educational institution

• Relevant prior 2+ years of experience
• Strong knowledge of accounting and financial concepts
• Knowledge of Tableau, Power BI, Python, VBA etc. would be an added advantage

Job expectations

• Ability to proficiently use Microsoft Office Applications Power Point and Excel
• Knowledge of database tools Factset, Thomson one, Capital IQ, Factiva, LevFin Insights, LCD News 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
• Understanding and Application of AI Tools: Ability to leverage AI platforms for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight.
• Critical Thinking: Ability to interpret AI outputs, validate insights, and make informed business decisions.
• Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions.
• Adaptability and Continuous Learning: Commitment to upskilling and staying current with emerging technologies.