Invstment Banking Analyst -P1
Wells Fargo
About this role:
Wells Fargo is seeking a Securities Research Analyst
This role works with an industry leading Corporate and Investment Bank within the Corporate Finance Team. The role involves working closely with the US Corporate Finance team and 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:
Provide support in the editing and publishing functions within the Global Research and Economics Group in Wells Fargo Securities
Post research documents to market data vendors, update mailing lists, and provide web site access to clients and vendors
Support the creation of research packets
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:
6+ months of Securities Investment research, financial services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Prepare pitch books, industry overviews, detailed company profiles, management biographies, brokers’ outlook, share price performance, evolution of industry/peers valuation multiples, possible buyer/seller opportunities
• Work on comparable company analysis, precedent transaction analysis, company/M&A screening and newsletter preparation
• Work independently on complex projects and deliver high quality projects
• Effectively communicate with key stakeholders in the US
• 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
• 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
Job Expectations:
• Outstanding academic qualifications – MBA / Masters in Finance from a premier educational institution
• Strong knowledge of accounting and financial concepts
Preferred Skills & Abilities
• 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
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
Posting End Date:
2 Jun 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.