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Securities research Associate

  • Research
  • Full time
  • R-379261
  • Work as an individual contributor on various work streams that form key components of Wells Fargo’s Corporate Banking debt financing, F/X and/or Rates products, preferably in Healthcare
  • Assist in preparing Credit memos, credit reports or annual reviews for corporate clients including support in drafting company/borrower overviews, business description, industry overviews, corporate actions and in performing historical financial analysis and industry or peer analysis
  • Work on publishing Quarterly or annual earnings summaries for target portfolio companies and in tracking credit rating reports or equity reports
  • Prepare market or sector updates, sector newsletters to keep a track of key market developments
  • Work on borrower rating, capital structure and covenant analysis
  • Monitor and track covenant compliance
  • Support in drafting non-borrower reports, Annual credit reviews or CAC Memos 
  • Develop excellent working knowledge of market database tools e.g. Fact set, Thomson one, Capital IQ, Moody’s, S&P etc.
  • Interact with multiple stakeholders to achieve the desired goal
  • Required Qualifications 
  • MBA, CA, CFA or Masters in Finance from a premier education institute
  • 2-4 years’ experience in Corporate Banking, Credit research or Debt advisory
  • Experience in working in any of the following sectors preferable: Healthcare
  • Strong inclination towards building a career in Corporate Banking, Corporate Finance, Investment Banking or Capital Markets
  • 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

Posting End Date: 

16 Jul 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

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