Securities Research Associate

About This Role
Wells Fargo is seeking a Securities Research Associate

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 direction 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

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:

• Debt origination/syndication support to Capital Markets team in EMEA & US markets across situations i.e. Debt restructuring, refinancing, Bond syndication, Leveraged & Acquisition financing
• Monitoring & tracking financial performance, borrowers' business model/future strategy, security cover, industry developments and impact of macro-economic events on the overall market for the portfolio of covered client set across industries
• Preparing pitch books, request for proposals (RFP), information memorandum, term-sheets, investor presentation, pricing of bonds, external legal documentation and sales memo for transaction origination and road shows
• Assist with structuring of debt transaction in terms of instrument, pricing, tenor, currency, target investors based on comparable transactions and existing market conditions with the ultimate goal of balancing clients' needs with the lender and investor requirements
• Working closely with DCM desk, including cross functional teams such as Corporate Finance, Syndicate & ESG desk, and developing key relationships with these teams
• Understanding of various debt products with specific focus on Hybrid and Liability management
• Effectively communicate with key stakeholders in the US/EMEA
• Responsibilities include training and guiding junior and new analysts, resolving their project related queries and performing quality check on client deliverables
• May act as subject matter expert and sounding board for junior resources in the team

Job Expectations:

• Outstanding academic qualifications - MBA / master's in finance from a premier educational institution
• Relevant prior 2+ years of experience
• Strong knowledge of accounting and financial concepts
• Knowledge of Tableau, Power BI, Python, VBA etc. would be an added advantage
• Ability to proficiently use Microsoft Office Applications - Power Point and Excel
• Knowledge of database tools - Factset, Thomson one, Capital IQ, Factiva, LevFin Insights, LCD News 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

Posting End Date:
19 Nov 2025

• Job posting may come down early due to volume of applicants.

We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants With Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment And Hiring Requirements

• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Reference Number
R-492089