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 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

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 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

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

Posting End Date:
24 Aug 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:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.