Securities Research Analyst @ Wells Fargo
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About the Securities Research Analyst Role
Wells Fargo is seeking a Securities Research Analyst. In this role, you will support the editing and publishing functions within the Global Research and Economics Group at Wells Fargo Securities.
Key Responsibilities
- Post research documents to market data vendors.
- Update mailing lists and provide website access to clients and vendors.
- Create research packets and collaborate with peers and managers.
- Support debt origination, syndication, and transaction structuring for Capital Markets.
- Monitor financial performance and prepare pitch books, proposals, and presentations.
- Train and guide junior analysts and perform quality checks on deliverables.
Required Qualifications
At least 6+ months of experience in securities investment research, financial services, or equivalent experience. Demonstrated knowledge of financial concepts and the ability to apply independent judgment.
Desired Qualifications
- MBA or Masters in Finance from a premier institution.
- Less than 4 years of relevant experience.
- Strong knowledge of accounting and financial concepts.
- Experience with Tableau, Power BI, Python, VBA is advantageous.
- Proficiency in Microsoft Office (PowerPoint, Excel) and database tools such as Factset, Thomson One, Capital IQ, Factiva, LevFin Insights, LCD News, and Bloomberg.
- Excellent communication and interpersonal skills.
- Strong time management and quality orientation.
Job Expectations
Assist with debt restructuring, refinancing, bond syndication, and leveraged financing. Collaborate with cross-functional teams across US and EMEA markets. Act as a subject matter expert for junior team members when necessary.
Additional Information
Wells Fargo values equal opportunity and emphasizes strong customer relationships balanced with a risk mitigating and compliance-driven culture. For candidates in Canada, applications are encouraged from all qualified individuals. Please note that the job posting may be removed early due to applicant volume.
Key skills/competency
Securities Research Analyst, Research, Financial Analysis, Debt Origination, Syndication, Transaction Structuring, Compliance, Microsoft Office, Data Tools, Communication
How to Get Hired at Wells Fargo
🎯 Tips for Getting Hired
- Customize Your Resume: Highlight securities research and financial skills.
- Research Wells Fargo: Understand their services and compliance culture.
- Prepare for Interviews: Practice technical and behavioral questions.
- Network: Connect with current employees on LinkedIn.
- Detail Experience: Emphasize debt origination and analysis skills.