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
- 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
- Upto 3 years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 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
- 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
- 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 clear communication and strong ownership mindset
- 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 / Master's in Finance from a premier institution with 1-3 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
- 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
- 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
29 Jun 2026
*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.
Skills Required
- 6+ months of securities investment research, financial services experience, or equivalent (work experience, training, military, education)
- Up to 3 years of Securities Research experience or equivalent (work experience, training, military, education)
- 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 with global LevFin/DCM teams
- Capability to lead end-to-end deal execution: pitch books, RFPs, information memoranda, investor materials, term sheets, pricing analysis, transaction documentation
- High proficiency in PowerPoint and Excel to deliver client-ready materials under tight timelines
- Familiarity with LevFin market databases: FactSet, Capital IQ, Bloomberg, LCD, LevFin Insights, Factiva
- Excellent communication and interpersonal skills with confidence interacting with senior global professionals
- Ability to operate in a fast-paced, deal-driven environment and manage multiple priorities under pressure
- Strong attention to detail and commitment to high-quality output
- Advanced ability to analyze credit and capital structures including leverage assessment, cash flow evaluation, comparable transactions, market positioning
- Expertise in structuring complex debt transactions across instrument, pricing, tenor, covenant packages, currency, and investor strategy
- Understanding of leveraged products and markets: institutional loans, high yield, hybrids, liability management solutions
- Experience collaborating across Syndicate, Sales & Trading, Corporate Finance, ESG, and Coverage teams in global deal teams
- MBA or Master's in Finance from a premier institution with 1-3 years relevant Leveraged Finance/DCM experience
- Familiarity with Tableau, Power BI, Python, and VBA
- Practical use of AI tools for summarization, content drafting, and data analysis with human oversight
- Proactive mindset focused on innovation, efficiency, and continuous improvement
What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
Why Work With Us
We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.
Gallery
Wells Fargo Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
