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In this role, you will: Provide support in the editing and publishing functions within the Global Research and Economics Group in Wells Fargo Securities; Generate 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 directions from leaders; Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements; Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Job Responsibility
Provide support in the editing and publishing functions within the Global Research and Economics Group in Wells Fargo Securities
Generate 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 directions from leaders
Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Requirements
2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2-8 years of relevant Securities Research experience
Deep experience in Leveraged Finance, including leveraged loans (TLB), high yield bonds, LBO / sponsor-backed financing, refinancing and liability management transactions
Proven track record in debt origination and syndication across US and EMEA markets, working closely with global LevFin / DCM teams
Strong capability to lead end-to-end deal execution, including preparation of pitch books, RFPs, information memoranda, investor materials, term sheets, pricing analysis, and transaction documentation
Nice to have
Advanced ability to analyze credit and capital structures, including leverage assessment, cash flow evaluation, comparable transactions, and market positioning
Demonstrated expertise in structuring complex debt transactions across instrument, pricing, tenor, covenant packages, currency, and investor strategy
Deep understanding of leveraged products and markets, including institutional loans, high yield, hybrids, and liability management solutions
Strong collaboration across Syndicate, Sales & Trading, Corporate Finance, ESG, and Coverage teams, with ability to operate seamlessly in global deal teams
Excellent ability to manage senior stakeholders across US and EMEA, with clear communication and strong ownership mindset
Proven leadership in mentoring and managing junior teams, including training, guidance, and rigorous quality review of deliverables
Ability to generate differentiated ideas and financing solutions, contributing to client strategy and transaction origination
Key role in building and scaling the India Leveraged Finance franchise, with a focus on deeper integration and partnership with US teams
MBA / Master’s in Finance from a premier institution with 2-5 years of relevant Leveraged Finance / DCM experience
Strong knowledge of accounting, financial concepts, and credit markets, with familiarity in tools such as Tableau, Power BI, Python, and VBA considered an advantage