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Senior Equity Research Analyst

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:
Not provided

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Salary:

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Job Description:

Working with an industry leading Sell Side Equity Research team. Working closely with the US Senior Analyst. Significant opportunities to learn, develop and work as an integral member of the CIB front office.

Job Responsibility:

  • Thematic & Cross-Sector Research: Collaborate with the Lead Analyst to conduct in-depth thematic and cross-sector research, identifying trends and investment opportunities
  • Financial Modeling: Build and maintain detailed financial models to support company valuations, including DCF, relative valuation, and scenario analysis
  • Report Writing: Contribute to the development of high-quality investment research materials, including thematic research reports, sector updates, and company-specific notes that offer clear insights and actionable recommendations
  • Earnings Analysis: Update live earnings models, analyze quarterly results and conference calls, and draft earnings notes with key takeaways and investment implications
  • Industry Databases: Create and manage comprehensive industry databases to track key metrics, trends, and competitive dynamics
  • Data Gathering & Analysis: Gathering and analyzing large data sets from a variety of sources including company reports and online databases for conversion to crisp research reports
  • Project Ownership: Independently manage complex research projects, ensuring timely delivery of high-quality work with minimal supervision

Requirements:

  • 4+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • MBA / master's in finance from a premier educational institution / CFA / CA
  • 4+ years of Equity Research experience
  • Strong Financial Acumen: Demonstrated understanding of accounting principles, financial statements, and valuation methodologies, including key financial and valuation ratios
  • Analytical Skills: Ability to read through financial reports, news, investor presentations, and transcripts and identify key information
  • Database Proficiency: Skilled in using financial data platforms such as Bloomberg, FactSet, and others, including the ability to extract and manipulate data using formulas and custom queries
  • Advanced Financial Modeling: Experience in updating and maintaining financial models for various scenarios including earnings forecasts, M&A analysis, corporate restructuring, and initiation coverage
  • Strong Investment Research Writing Skills: Strong writing skills with the ability to produce clear, concise, and insightful investment research notes covering earnings results, sector themes, and market outlooks
  • Technical Tools & Software: Proficient in Microsoft Office Suite, especially Excel and PowerPoint. Familiarity with Excel VBA programming is a strong plus. Exposure to AI tools and techniques for enhancing research workflows is highly desirable
  • Effective Communication: High level of proficiency in English with the ability to communicate clearly and professionally with global stakeholders
  • Candidates are expected to demonstrate proficiency in AI tools and other emerging technologies to drive innovation and efficiency. This includes leveraging platforms like Microsoft Copilot etc, to automate workflows, enhance decision-making, and deliver actionable insights. Ability to interpret AI outputs, validate insights, and make informed business decisions. Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions. Adaptability and Continuous Learning: Commitment to upskilling and staying current with emerging technologies.

Nice to have:

  • Familiarity with Excel VBA programming is a strong plus
  • Exposure to AI tools and techniques for enhancing research workflows is highly desirable

Additional Information:

Job Posted:
May 14, 2026

Expiration:
May 18, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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