About this role:

Wells Fargo is seeking a Securities Research Associate...

In this role, you will:

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 clients’ needs 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
May act as subject matter expert and sounding board for junior resources in the team

Required Qualifications, US:

2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Required Qualifications, International:

Outstanding academic qualifications – MBA / Masters in Finance from a premier educational institution
Relevant prior 2-5 years of experience
Strong knowledge of accounting and financial concepts
Knowledge of Tableau, Power BI, Python, VBA etc. would be an added advantage

Desired Qualifications:

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

Job Expectations:

Posting End Date:

1 Jan 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees 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. They are 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 unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Securities Research Associate

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