Senior Securities Research Specialist
The Wells Fargo Foundation- Posted 14 hours ago
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Job Description
About this 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.
In this role you will:
- 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 in Healthcare Sector
- Mentor a team of analysts and manage day to day workflow project management
- 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.
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.
- MBA or master's in finance from a premier education institute
- 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
Desired Qualification:
- 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:
14 Oct 2026We 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.
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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.
More Info
Key Skills
Securities Research
Market database tools
