Wells Fargo is seeking a Securities Research Manager
About the Role
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.
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Functional Responsibilities
- Work on various work streams that form key components of Wells Fargo's Corporate Banking debt financing, F/X and/or Rates products, across sectors
- Assist in preparing Credit memos, credit reports or annual reviews for corporate clients including support in drafting company/borrower overviews, business description, industry overviews, corporate actions and in performing historical financial analysis and industry or peer analysis
- Work on borrower rating, capital structure and covenant analysis
- Work on publishing Quarterly or annual earnings summaries for target portfolio companies and in tracking credit rating reports or equity reports
- Prepare market or sector updates, sector newsletters to keep a track of key market developments
- Monitor and track covenant compliance
- Support in drafting non-borrower reports, Annual credit reviews or CAC Memos
- Develop excellent working knowledge of market database tools e.g. FactSet, Thomson one, Capital IQ, Moody's, S&P etc.
- Interact with multiple stakeholders to achieve the desired goal
- Responsible for training and guiding junior and new analysts, resolving their project related queries and performing quality check on client deliverables
- Manage day-to-day project execution and assist the Team lead in workflow management
- 4+ years of Securities Research industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years of Leadership experience
- MBA, CA, CFA or Masters in Finance from a premier education institute
- 12-14 years' experience in Corporate Banking, Credit research or Debt advisory
- 1-3 years experience in handling teams of 5-10 TMs
- Experience in covering in Energy and Power sector focusing on any of the following sub-sectors (Oil and Gas, Renewables, Power & Utilities
- Strong inclination towards building a career in Corporate Banking, Corporate Finance, Investment Banking or Capital Markets
- Good understanding of Credit metrics, Covenants, Capital structure, Financial statement and ratio analysis
- Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
- 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 of 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
19 Nov 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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.