Senior Securities Research Specialist

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