About this role:
Wells Fargo is seeking a Securities Research Associate within our Corporate and Investment Banking team. The role involves working closely with the US deal team on 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.
In this role, you will:
Required Qualifications:
Desired Qualifications:
Job Expectations:
Wells Fargo is seeking a Securities Research Associate within our Corporate and Investment Banking team. The role involves working closely with the US deal team on 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.
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
- 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
- Assist in preparing pitchbook components including industry overviews, company profiles, management biographies, brokers' outlook, share price performance, deal case studies, evolution of industry/peer's valuation multiples, possible buyer/seller opportunities, amongst others
- 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 excellent working knowledge of market databases e.g., FactSet, Refinitiv, Bloomberg, Dealogic, Merger Market, etc.
- Interact with multiple stakeholders to achieve the desired goal
- Would be required to operate in the US time zone providing real-time support to the US stakeholders covering various products and sectors as part of the core team looking to add significant value to the India franchise
Required Qualifications:
- 2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- MBA or master's in finance from a premier education institute with 2+ years of relevant work experience with a good understanding of Healthcare 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
Job Expectations:
- Ability to proficiently use Microsoft Office Applications - Power Point and Excel
- Knowledge of database tools - FactSet, Thomson one, Capital IQ, Factiva, and Bloomberg
- Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
- 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 provide innovative ideas to efficiently execute the tasks
- Ability to identify proactive ways to contribute to firm's goals & mission
- Should be comfortable working in US shifts
Top Skills
Bloomberg
Dealogic
Factset
Merger Market
Microsoft Office Applications
Refinitiv
Similar Jobs at Wells Fargo
Fintech • Financial Services
Lead security incident response, conduct investigations, provide security consulting, design and maintain security solutions, assess risks, and manage vulnerabilities.
Top Skills:
ApplicationsAuthenticationAzure CloudCloudCryptographyDirectory ServicesEmailEndpoint SecurityGCPInternetJava ScriptNetworkingPython
Fintech • Financial Services
As a Software Engineer, you will participate in technology projects, design and code for complex initiatives, and improve service quality and availability.
Top Skills:
.Net.Net CoreAjaxAngularC#Ci/CdDevOpsGenerative AiJavaScriptJqueryLangchainLanggraphLarge Language ModelsPythonReactRestful ApisSQL
Fintech • Financial Services
The role involves managing institutional trades, improving processes, training less experienced staff, ensuring compliance, and supporting client onboarding in investment operations.
Top Skills:
Aml/KycDtcc AlertExcelFxallMS OfficeMysisPowerPoint
What you need to know about the Pune Tech Scene
Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.
