31 Jul
|
Wells Fargo
|
Karnataka
31 Jul
Wells Fargo
Karnataka
Locations: Bengaluru, India; Hyderabad, India
Time type: Full time
Posted: Today
Job Summary
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
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
- 2-8 years of relevant Securities Research experience
- Deep experience in Leveraged Finance, including leveraged loans (TLB), high yield bonds, LBO / sponsor-backed financing, refinancing and liability management transactions
- Proven track record in debt origination and syndication across US and EMEA markets, working closely with global LevFin / DCM teams
- Strong capability to lead end-to-end deal execution, including preparation of pitch books, RFPs, information memoranda, investor materials, term sheets, pricing analysis, and transaction documentation
Desired Qualifications
- Advanced ability to analyze credit and capital structures, including leverage assessment, cash flow evaluation, comparable transactions, and market positioning
- Demonstrated expertise in structuring complex debt transactions across instrument, pricing, tenor, covenant packages, currency, and investor strategy
- Deep understanding of leveraged products and markets,
including institutional loans, high yield, hybrids, and liability management solutions
- Strong collaboration across Syndicate, Sales Trading, Corporate Finance, ESG, and Coverage teams, with ability to operate seamlessly in global deal teams
- Excellent ability to manage senior stakeholders across US and EMEA, with explicit communication and strong ownership mindset
- Proven leadership in mentoring and managing junior teams, including training, guidance, and rigorous quality review of deliverables
- Ability to generate differentiated ideas and financing solutions, contributing to client strategy and transaction origination
- Key role in building and scaling the India Leveraged Finance franchise, with a focus on deeper integration and partnership with US teams
- MBA / Masters in Finance from a premier institution with 2-5 years of relevant Leveraged Finance / DCM experience
- Strong knowledge of accounting, financial concepts, and credit markets, with familiarity in tools such as Tableau, Power BI, Python, and VBA considered an advantage
Job Expectations
- High proficiency in PowerPoint and Excel, with ability to deliver client-ready materials under tight timelines
- Strong familiarity with LevFin market databases, including FactSet, Capital IQ, Bloomberg, LCD, LevFin Insights, and Factiva
- Excellent communication and interpersonal skills, with confidence interacting with senior professionals globally
- Ability to operate in a fast-paced, deal-driven environment, managing multiple priorities under pressure
- Strong attention to detail and commitment to high-quality output
- Proactive mindset with focus on innovation, efficiency, and continuous improvement
AI Future-Ready Capabilities
- Practical use of AI tools for summarization, content drafting, and data analysis with appropriate human oversight
- Strong critical thinking to interpret and validate AI-generated insights
- Awareness of responsible AI use, including ethics, data privacy, and compliance
- Commitment to continuous learning and adaptability in a rapidly evolving technology landscape
📌 Securities Research Associate - For DCM and Leveraged Finance (Karnataka)
🏢 Wells Fargo
📍 Karnataka