Securities Research Associate
Wells Fargo
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 30 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients. We have worldwide expertise and services to help our customers improve earnings, manage risk, and develop opportunities in the global marketplace. Our global reach offers many opportunities for you to develop a career with Wells Fargo. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About Wells Fargo India
Wells Fargo India enables global talent capabilities for Wells Fargo Bank NA., by supporting business lines and staff functions across Corporate & Investment Banking, Technology, Operations, Risk, Audit, Process Excellence, Automation and Product, Analytics and Modeling. We are operating in Hyderabad, Bengaluru and Chennai locations.
Department Overview
Corporate & Investment Banking (CIB) business delivers a comprehensive suite of corporate banking, investment banking, lending, servicing, sales and trading solutions to corporate, government, institutional and commercial real estate clients. Within Corporate and Investment banking, teams in I&P work on supporting clients through dedicated industry and specialty sector coverage teams and across large and mid-market M&A, Corporate Finance, Debt Capital Markets, Leveraged Finance and Equity market transactions.
About the Role
The role involves working closely with the US deal team on pitch books, sector research, opportunity analysis, peer analysis, credit analysis, IPOs and other industry-related materials that would form part of the M&A Buy or Sell side deals or Corporate Finance or Capital Market transactions There would with significant opportunities to learn, develop and work as an integral member of I&P CIB business.
Functional Responsibilities
- Work on various work streams that form key components of M&A Buy or Sells side deals and/or, Corporate Finance or Capital Market transactions
- Assist in preparing Pitch books, 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
- 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 sector’s key performance and valuation indicators and identify key industry and M&A trends and outlook impacting the sector
- Develop excellent working knowledge of market database tools e.g. Fact set, Thomson one, Capital IQ, etc.
- Interact with multiple stakeholders to achieve the desired goal
- Preferable Industry experience in Real estate, Gaming and Leisure
Required Qualifications
- MBA or Masters in Finance from a premier education institute
- Preferably 2-4 years of relevant experience
- 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
Posting End Date:
27 May 2025*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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 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.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.