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Securities Research Associate

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
India, Bengaluru

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Working closely with the US deal team on M&A deal executions, pitchbooks, valuations, peer analysis, opportunity analysis, and other industry-related materials with significant opportunities to learn, develop and work as an integral member of the business.

Job Responsibility:

  • Provide support in editing and publishing functions within the Global Research and Economics Group
  • Generate research packet products and 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
  • Maintain databases
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Work on various work streams that form key components of M&A deals

Requirements:

  • 2+ years of Securities Research experience or equivalent through work experience, training, military experience, or education
  • Ability to proficiently use Microsoft Office applications, especially Power Point and Excel
  • Knowledge of database tools – FactSet, Merger market, Dealogic, Thomson One, Capital IQ, Factiva, and Bloomberg
  • Impeccable communication and interpersonal relationship skills
  • 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
  • 2+ years of experience with strong knowledge of accounting and financial concepts
  • Outstanding academic qualifications – MBA, CA or MS Finance from a premier institute

Nice to have:

  • Knowledge of investment banking concepts including M&A as a product
  • CFA certification
  • Experience working on M&A Buy or Sell side deals
  • Experience preparing Pitch books, comparable company analysis, precedent transaction analysis
  • Experience with financial analysis, industry benchmarking and valuation models (DCF, LBO, football field, merger model and analysis)

Additional Information:

Job Posted:
September 18, 2025

Expiration:
September 22, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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