Senior Securities Research Specialist

About this role:

Wells Fargo is seeking a Senior Securities Research Specialist

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.

The role involves working closely with the US Corporate Banking team and supporting them on credit appraisals, credit memos, credit reports or annual credit reviews for corporate clients. The support would entail tracking portfolio companies and updating quarterly and annual earnings performance, preparing market or sector updates, company research, tracking credit rating reports or equity reports, historical financial analysis, industry / peer analysis and working on credit memos, credit reports or annual review report components that would form part of the Corporate Finance or Capital Market transactions. There would with significant opportunities to learn, develop and work as an integral member of I&P CIB Corporate Banking business.

In this role, you will:

• Work on various Corporate Banking work streams across Consumer and Retail sectors
• Support the Credit underwriting/debt raise/refinance transactions and the associated credit review process, including:
  • Assisting the Portfolio Management (PM) work streams viz preparation of credit memos and annual review components, performing financial analysis/modeling, tracking portfolio companies quarterly/annual financial performance, conducting market or sector research, company research, industry / peer analysis and borrower credit ratings
  • Assisting Relationship Management (RM) workstreams viz. preparation of client origination / pitching materials, performing capital structure and liquidity analysis, debt capitalization, peer benchmarking, relationship snapshot, amongst others
• Develop sector expertise and generate sector insights prepare market/sector updates to keep a track of key developments
• Develop excellent working knowledge of market databases including FactSet, Refinitive, Moodys, S&P, 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
• 4+ years experience in Corporate Banking, Credit research or Debt advisory
• MBA, CA, CFA or Masters in Finance from a premier education institute
  
• Strong inclination towards building a career in Corporate Banking with experience in working 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 - 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:

We Value Equal Opportunity

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 units 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.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our 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.