Wells Fargo
Financial Services
SeniorSecuritiesResearchAssistant-3
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Securities Research Assistant-3 at Wells Fargo. Skills: Securities Research, Corporate Banking, Credit Research. Support credit appraisals. Support credit memos”
Industry & Context.
Systematic problem-solving approach
What They're Looking For.
Must Have
6+ months Securities Investment research, 6+ months financial services experience, 6+ months equivalent experience
Nice to Have
MBA, CA, CFA or Master's in finance, 6+ years Corporate Banking experience, 6+ years Credit research experience, 6+ years Debt advisory experience, Career in Corporate Banking, Experience in Industrials sub-sectors, Proficient in Microsoft Office, Ability to work under pressure, Ability to meet strict deadlines, Attention to detail, High quality of deliverables, Interact with integrity, High level of professionalism, Work with multiple priorities, Fast-paced environment
What You'll Do.
Support credit appraisals
Support credit reports
Support annual credit reviews
Track portfolio companies
Update quarterly earnings performance
Update annual earnings performance
Prepare market updates
Prepare sector updates
Conduct company research
Track credit rating reports
Perform historical financial analysis
Perform industry analysis
Perform peer analysis
Work on credit memo components
Work on credit report components
Work on annual review report components
Provide support in editing
Provide support in publishing
Post research documents
Provide web site access
Support creation of research packets
Receive direction from leaders
Develop knowledge of function
Develop knowledge of policies
Develop knowledge of procedures
Develop knowledge of compliance requirements
How You'll Work.
Team & Collaboration
Collaborate with peers; Consult with colleagues; Collaborate with managers; Interact with senior professionals; Interact with key stakeholders; Interact with team members; Interact with management
Communication Scope
Interpersonal relationship skills
Full Job Description
**About this role:** Wells Fargo is seeking a... The role involves working closely with the US Corporate Banking team and supporting them on credit appraisals, credit memos, credit reports or annual credit reviews for corporate clients. The support would entail tracking portfolio companies and updating quarterly and annual earnings performance, preparing market or sector updates, company research, tracking credit rating reports or equity reports, historical financial analysis, industry / peer analysis and working on credit memos, credit reports or annual review report components that would form part of the Corporate Finance or Capital Market transactions. There would with significant opportunities to learn, develop and work as an integral member of I&P CIB Corporate Banking 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 * Post research documents to market data vendors, update mailing lists, and provide web site access to clients and vendors * Support the creation of research packets * 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:**** * 6+ months of Securities Investment research, financial services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. * **Desired Qualifications** * MBA, CA, CFA or Master’s in finance from a premier education institute * 6+ experience in Corporate Banking, Credit research or Debt advisory * Strong inclination towards building a career in Corporate Banking with experience in working in any of the Industrials sub-sectors * Good understanding of Credit metrics, Covenants, Capital
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