10 Securities Research Jobs

About this role: Wells Fargo is seeking a Lead Securities Research Specialist. The role involves working closely with the US Investment Banking team on M&A, corporate finance or capital market transactions, which include activities like preparing pitch books, sector research, opportunity analysis, peer analysis, credit analysis, IPOs and other industry-related materials. In this role, you will: Assist on work streams that form key components of M&A buyside or sellside deal execution and/or, corporate finance or capital market transactions in the Diversified Industrials Sector Develop in-depth understanding of selected few or all sub-sectors within Diversified Industrials including Capital Goods, Automotive, Chemicals, Metals & Mining, Transportation & Logistics, Aerospace & Defense, Forest, Paper & Pulp and Homebuilding & Building Products 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, Refinitive, Bloomberg, Dealogic, MergerMarket, etc. Mentor a junior analysts and contribute towards quality checking & day-to-day project management Interact with multiple stakeholders to achieve the desired goal Required Qualifications: 5+ 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 Up to 12 years of relevant experience Strong inclination towards building a career in Corporate Banking, Investment Banking, Corporate Finance or Capital Markets Good understanding of financial concepts and valuation techniques, fundamentals of accounting, credit metrics, capital structure, financial statement and ratio analysis, amongst others Ability to proficiently use Microsoft Office Applications Power Point and Excel Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders Strong time management skills and attention to detail ensuring high quality of deliverables Strong logical, analytical skills and a systematic problem-solving approach Results driven, accountable and ability to work on multiple projects in a fast-paced environment.

About this role: Wells Fargo is seeking a Senior Securities Research Specialist. The role involves working closely with the US Corporate Banking team and supporting them on credit appraisals, credit memos, credit reports or annual credit reviews for corporate clients. The support would entail tracking portfolio companies and updating quarterly and annual earnings performance, preparing market or sector updates, company research, tracking credit rating reports or equity reports, historical financial analysis, industry peer analysis and working on credit memos, credit reports or annual review report components that would form part of the Corporate Finance or Capital Market transactions. There would with significant opportunities to learn, develop and work as an integral member of I&P CIB Corporate Banking business. In this role, you will: Serve as an individual contributor role in the Global Research and Economics Group supporting Wells Fargo Securities Be responsible independently or as part of a team for research direction of industries, markets and companies Provide research coverage with a wide knowledge of the business, marketplace and clients Engage business to provide exceptional service to clients Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Required Qualifications: 4+ 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 Corporate Banking work streams across TMT sub-sectors including Technology, Media, Telecommunications, Software etc. Support the Credit underwriting/debt raise/refinance transactions and the associated credit review process, including: Assisting the Portfolio Management ("PM") work streams viz preparation of credit memos and annual review components, performing financial analysis/modeling, tracking portfolio companies quarterly/annual financial performance, conducting market or sector research, company research, industry peer analysis and borrower credit ratings Assisting Relationship Management ("RM") workstreams viz. preparation of client origination pitching materials, performing capital structure and liquidity analysis, debt capitalization, peer benchmarking, relationship snapshot, amongst others Develop sector expertise and generate sector insights; prepare market/sector updates to keep a track of key developments Develop excellent working knowledge of market databases including FactSet, Refinitive, Moody's, S&P, etc. Interact with multiple stakeholders to achieve the desired goal Job Expectations: MBA, CA, CFA or masters in finance from a premier education institute 4+ years experience in Corporate Banking, Credit research or Debt advisory Strong inclination towards building a career in Corporate Banking with experience in working in any of the Industrials sub-sectors Good understanding of Credit metrics, Covenants, Capital structure, financial statement and ratio analysis Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders 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 of 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

About this role: Wells Fargo is seeking a Senior Securities Research Specialist The role involves working closely with the US deal team on 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: 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, Refinitive, Bloomberg, Dealogic, MergerMarket, etc. Mentor junior analysts and contribute towards quality checking & day-to-day project management Interact with multiple stakeholders to achieve the desired goal Would be required to operate in the US time zone providing real-time support to the US stakeholders covering various products and sectors as part of the core team looking to add significant value to the India franchise Required Qualifications: 4+ 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 4-8 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 of 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

About this role: Wells Fargo is seeking a Senior Securities Research Specialist for Corporate Finance (CF) group within Corporate and Investment. The Corporate Finance (CF) team provides differentiated and value-added content and advice for key clients and for bankers and product specialists across CIB. The CF practice provides product agnostic financing M&A structuring advice, liability management, credit ratings advice, and technical expertise on tax, accounting, and structuring matters. In this role, you will: Serve as an individual contributor role in the Global Research and Economics Group supporting Wells Fargo Securities Be responsible independently or as part of a team for research direction of industries, markets and companies Provide research coverage with a wide knowledge of the business, marketplace and clients Engage business to provide exceptional service to clients Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Required Qualifications: 4+ 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. Support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. Take accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements. Job Expectations: Investment banking experience of 4+ years post MBA CA (CFA certification 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

About this role: Wells Fargo is seeking a Senior Securities Research Assistant. In this role, you will: Support the editing and publishing functions within the Global Research and Economics Group in Wells Fargo Securities Generate research packet products, manually post research documents to market data vendors, update and maintain mailing lists, provide client access to web sites Maintain databases Generate research packet products, post research documents to market data vendors, update and maintain mailing lists Receive direction from supervisor and escalate non routine questions Assign reports to Editors and Supervisory Analysts to ensure the most efficient use of resources Required Qualifications: 4+ 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 B. Com., CA or MBA MSc Finance from a premier educational institution 4+ yrs of experience in Investment Research/ Underwriting Credit Rating - experience in working with FSG team in IB structure will be preferred Excellent verbal and written communication skills Strong knowledge of accounting and financial concepts Proficient in Microsoft office tools Knowledge of database tools Factset, Pitchbook, Capital IQ and Bloomberg.

About this role: Wells Fargo is seeking a Senior Securities Research Specialist In this role, you will: Serve as an individual contributor role in the Global Research and Economics Group supporting Wells Fargo Securities Be responsible independently or as part of a team for research direction of industries, markets and companies Provide research coverage with a wide knowledge of the business, marketplace and clients Engage business to provide exceptional service to clients Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Required Qualifications: 4+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Securities Research experience.

In this role, you will: Contribute to the Global Research and Economics Group supporting Wells Fargo Securities Be responsible independently or as part of a team for research direction of industries, markets and companies Provide research coverage with a solid knowledge of the business, marketplace and clients Enable decision making for research and analyses with broad impact and act as key participant to develop and document analytical models Engage business to provide exceptional service to clients Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Required Qualifications: 5+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Securities Research experience.

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: 2+ years of Securities Research experience.

4+ years of relevant work experience with a good understanding of Consumer & Retail, Healthcare sub-sectors Strong inclination towards building a career in Corporate Finance, Investment Banking or Capital Markets Work streams that form key components of M&A buyside or sell-side deal execution and Assist in preparing pitchbook components

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 Corporate Banking work streams across Industrials sub-sectors including Capital Goods & Services, Forestry, Paper & Packaging, Chemicals, Metals & Mining, Building Products & Homebuilding, Aerospace & Defense, Transportation & Logistics Support the Credit underwriting/debt raise/refinance transactions and the associated credit review process, including: Assisting the Portfolio Management ("PM") work streams viz preparation of credit memos and annual review components, performing financial analysis/modeling, tracking portfolio companies quarterly/annual financial performance, conducting market or sector research, company research, industry peer analysis and borrower credit ratings Assisting Relationship Management ("RM") workstreams viz. preparation of client origination pitching materials, performing capital structure and liquidity analysis, debt capitalization, peer benchmarking, relationship snapshot, amongst others Develop sector expertise and generate sector insights; prepare market/sector updates to keep a track of key developments Develop excellent working knowledge of market databases including FactSet, Refinitive, Moody's, S&P, etc. Interact with multiple stakeholders to achieve the desired goal Job Expectations: MBA, CA, CFA or masters in finance from a premier education institute 2+ years experience in Corporate Banking, Credit research or Debt advisory Strong inclination towards building a career in Corporate Banking with experience in working in any of the Industrials sub-sectors Good understanding of Credit metrics, Covenants, Capital structure, financial statement and ratio analysis Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders 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 of 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 Exp.- 6 months-5yrs