Securities Research Associate

• 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 direction 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
• 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

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 master’s in finance from a premier education institute
• 2+ years’ experience in Corporate Banking, Investment Banking
• experience in working in any of the following sectors preferably, FIG&/or Banks
• 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
• results driven, accountable and ability to work with multiple priorities in a fast-paced and results-driven environment