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 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
• assist on work streams that form key components of M&A buyside or sell-side deal execution and/or, corporate finance or capital market transactions across multiple sectors (Industrials, Healthcare, Consumer & Retail, TMT, FIG)
• assist in preparing pitchbook components including industry overviews, company profiles, management biographies, brokers’ outlook, share price performance, deal case studies, evolution of industry/peers valuation multiples, possible buyer/seller opportunities, amongst others
• assist in equity and debt capital raising (IPOs, follow-on offering, bond issuances etc.) and leveraged underwriting transactions
• work on comparable company analysis, precedent transaction analysis, buyer or target identification, company/M&A screening and sector updates and analyses
• work on financial analysis, industry benchmarking and valuation models
• develop an understanding of a sector’s key performance and valuation indicators and identify key industry and M&A trends and outlook impacting the sector
• develop excellent working knowledge of market databases e.g., FactSet, Refinitiv, Bloomberg, Dealogic, Merger Market, 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 or Master’s in finance from a premier education institute with 2+ years of relevant work experience with a good understanding of Industrials sub-sectors
• strong inclination towards building a career in Corporate Finance, Investment Banking or Capital Markets
• impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
• good understanding of financial concepts and company valuation techniques
• 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 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

• Equal opportunity employment
• accommodation for applicants with disabilities upon request in connection with the recruitment process
• drug-free workplace policy