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Securities Research Analyst

  • Research
  • Full time
  • R-576525

About this role:

Wells Fargo is seeking a Securities Research Analyst

In this role, you will:

  • Work on various Corporate Banking work streams across Healthcare sub-sectors including Healthcare Services, Medtech and Biopharma
  • 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 track of key developments
  • Develop excellent working knowledge of market databases including FactSet, Refinitive, Moody's, S&P, etc.
  • Interact with multiple stakeholders to achieve the desired goal

Required Qualifications:

  • 6+ months of Securities Investment research, financial services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Good understanding of Credit metrics, Covenants, Capital structure, financial statement and ratio analysis
  • Not more than 2 years' experience in Corporate Banking, Credit research or Debt advisory

Desired Qualifications:

  • MBA, CA, CFA or Master’s in Finance from a premier education institute
  • Strong inclination towards building a career in Corporate Banking with experience in working in any of the Healthcare sub-sectors
  • 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:

11 Oct 2026

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

We 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.

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.

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.


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