Securities Research Associate

Overview

Securities Research Associate supporting the Global Research and Economics Group and the Corporate Banking team in Wells Fargo Securities, covering editing, publishing, and credit-related analysis across TMT and Industrials sub-sectors.

What you'll do

• Support editing and publishing functions within the Global Research and Economics Group, including generating 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 direction from leaders and exercise independent judgment while developing knowledge of function, policies, procedures, and compliance requirements.
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.
• Support Credit underwriting, debt raise, refinance transactions and the associated credit review process.
• Assist Portfolio Management workstreams, including preparing credit memos and annual review components, performing financial analysis and modeling, tracking portfolio companies' quarterly and annual financial performance, and conducting market, sector, company and industry/peer research and borrower credit ratings.
• Assist Relationship Management workstreams, including preparing client origination and pitching materials, performing capital structure and liquidity analysis, debt capitalization, peer benchmarking, and relationship snapshots.
• Develop sector expertise, generate sector insights, and prepare market/sector updates to track key developments.
• Develop working knowledge of market databases including FactSet, Refinitiv, Moody's, S&P, etc.
• Interact with multiple stakeholders to achieve the desired goal.

What you'll need

• 2+ years of Securities Research experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
• MBA, CA, CFA or master's in finance from a premier education institute.
• 2+ years' experience in Corporate Banking, Credit research or Debt advisory.
• Strong inclination towards building a career in Corporate Banking with experience in any of the Industrials sub-sectors.
• Good understanding of credit metrics, covenants, capital structure, financial statement and ratio analysis.
• Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders.
• Strong logical, analytical skills and a systematic problem-solving approach.
• Ability to proficiently use Microsoft Office Applications, PowerPoint and Excel.

Nice to have

• 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.

Details

• Works closely with the US Corporate Banking team, supporting credit appraisals, credit memos, credit reports or annual credit reviews for corporate clients.
• Posting end date: 21 Oct 2026.