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Securities Research Manager

AT Wells Fargo
Wells Fargo

Securities Research Manager

Hyderabad, India

About this role:

This role involves managing a team of professionals working with Corporate & Investment Banking (CIB) Division, focused on

    • Consumer & Retail and Healthcare sectors
    • Manage a team of 8-10 professionals who will be working on the above areas in Consumer & Retail and Healthcare sectors
    • The aforementioned teams work on preparing client credit memos, assessing the creditworthiness of various Wells Fargo corporate clients in C&R and HC sectors
    • There will be significant opportunities to learn, develop and work as an integral member of I&P CIB business
In this role, you will be required to:
    • Lead and manage the various teams in India in C&R and Healthcare space
    • Work with US stakeholders to define the scope of work of India team and build integration with US VP's, MD's and head of Leveraged Underwriting Group
    • Drive projects and work along with juniors, on various work streams that form key components of corporate banking essentials like Credit memos, earnings summary analysis, covenant testing, Ratings analysis, Credit underwriting etc
    • Coach and develop the team as required, and work on the career progression and planning
    • Work with US team members to build credit memos, liquidity analysis, Ratings analysis, covenant testing, portfolio monitoring etc
    • Have strong MS excel skill with the ability to create complex visually appealing charts distilling high levels of information into a chart format
    • Understand and respond to the queries raised by the Onshore underwriter and work in a fast paced and iterative manner
    • Develop strong stakeholder relationship as the team would be working closely with other teams during the various stages of the projects, ad-hoc special projects as needed by onshore team
    • Mentor analysts and associates on basic and fundamentals of credit and ratings analysis and perform quality check on deliverables
    • Contribute to various firm wide projects focused on improving efficiency, automation, regulatory compliance
    • Demonstrate a strong understanding of Wells Fargo's credit risk policies, risk appetite, and underwriting guidelines
Required Qualifications:

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  • 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
Desired qualifications/ Market skill set:
    • Outstanding academic qualifications - MBA / MSc Finance from a premier educational institution
    • 12-18yrs of experience in Credit Underwriting / Credit risk / Credit Rating, Leveraged Finance, with experience in managing team in Investment Banking
    • Strong knowledge of accounting and financial concepts
    • Knowledge of database tools - Factset, Thomson one, Capital IQ, Factiva, LevFin Insights, LCD News and Bloomberg
    • Knowledge of VBA, Tableau, Power BI etc. would be an added advantage
Additional desired skills:
    • Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
    • Experience in working with onshore team of Bank/Consulting company, preferably with stakeholders in US or UK, with ability to influence them
    • Experience and expertise in Fixed Income, Leveraged Finance and Credit domain
    • Good understanding of corporate finance, financial statement, Ratio analysis, cash flow analysis, and ability to create in-depth financial models
    • 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 IB environment
Posting End Date:
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.

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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

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Client-provided location(s): Hyderabad, Telangana, India
Job ID: WellsFargo-R-414132
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • FSA
    • HSA
    • Mental Health Benefits
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Return-to-Work Program
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Performance Bonus
    • Stock Purchase Program
  • Professional Development

    • Tuition Reimbursement
    • Access to Online Courses
    • Internship Program
    • Associate or Rotational Training Program
    • Promote From Within
    • Mentor Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program
    • Unconscious Bias Training

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