About This Role
Wells Fargo is seeking a Securities Research Associate within our Corporate and Investment Banking team. 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
- Provide support in the editing and publishing functions within the Global Research and Economics Group in Wells Fargo Securities
- Generate research packet products, post research documents to market data vendors, update and maintain mailing lists, and provide client access to web sites
- Assign reports to Editors and Supervisory Analysts to ensure the most efficient use of resources
- Maintain databases
- Receive directions 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
- 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
- Assist in preparing pitchbook components including industry overviews, company profiles, management biographies, brokers outlook, share price performance, deal case studies, evolution of industry/peer's valuation multiples, possible buyer/seller opportunities, amongst others
- 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 excellent working knowledge of market databases e.g., FactSet, Refinitiv, Bloomberg, Dealogic, Merger Market, etc.
- 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
- 2+ 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 master's in finance from a premier education institute with 2+ years of relevant work experience with a good understanding of TMT 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 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
- Should be comfortable working in US shifts
Reference Number
R-507993
