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 buy-side or sell-side deal execution and/or, corporate finance or capital market transactions across multiple sub-sectors in Consumer & Retail
- Assist in preparing pitchbook components including industry overviews, company profiles, management biographies, brokers' outlook, share price performance, deal case studies, evolution of industry/peer's 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, MergerMarket, 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
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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.
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