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