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Wells Fargo is seeking a Securities Research Associate to support its US Corporate Banking team. This role involves close collaboration with Relationship Managers to enhance client engagement, deepen product expertise, and contribute to credit and risk management processes. The associate will play a key role in supporting day-to-day client servicing, credit analysis, documentation, and cross-functional coordination to ensure the effective delivery of banking solutions. The position offers significant exposure to origination and financing strategies, including the preparation of client pitch materials, PIBs, and analysis of credit agreements and legal documentation. The associate will also contribute to identifying credit-related insights that support corporate finance and capital markets transactions. This is a high-impact role with strong learning and development opportunities within the I&P CIB Corporate Banking business.
Job Responsibility:
Act as an individual contributor across workstreams supporting Wells Fargo’s Corporate Banking offerings, including debt financing, FX, and rates products
Assist in identifying and evaluating origination, financing, and refinancing opportunities across sectors
Support the development of client pitch materials, PIBs, and credit-related documentation
Prepare credit memos, annual reviews, and borrower reports, including company overviews, industry analysis, and financial performance assessments
Utilize CRM systems to track client engagement and profitability metrics
Coordinate with product partners and support outreach efforts to enhance client coverage
Monitor market developments and prepare sector updates and newsletters
Conduct borrower rating analysis, capital structure reviews, and covenant tracking
Draft non-borrower reports, CAC memos, and other credit-related documentation
Develop proficiency in market intelligence tools such as FactSet, Capital IQ, Moody’s, S&P, and Thomson One
Mentor and coach junior team members, providing guidance on analytical tasks, tools, and best practices to support their professional development and enhance team effectiveness
Collaborate with internal stakeholders across functions to drive execution and deliver client solutions
Requirements:
2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
MBA, CA, CFA or Masters in Finance from a premier education institute
2+ years’ experience in Corporate Banking, Credit research or Debt advisory
Experience in working in Energy & Power (preferable)
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
Good understanding of Market trends and ability to identify opportunities basis ongoing trends
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
Understanding and Application of AI Tools
Critical Thinking
Responsible AI Use
Adaptability and Continuous Learning
Nice to have:
Experience in working in Energy & Power (preferable)