Securities Research Associate - Debt Capital Markets at Wells Fargo

Bengaluru, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

18 Apr, 26

Salary

0.0

Posted On

18 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Securities Research, Debt Capital Markets, Financial Performance Monitoring, Pitch Book Preparation, Debt Transaction Structuring, Communication Skills, Time Management, Attention to Detail, AI Tools Application, Critical Thinking, Accounting Knowledge, Financial Concepts, Database Tools, Microsoft Office, Collaboration, Training and Guiding

Industry

Financial Services

Description

About this role: 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 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: Debt origination/syndication support to Capital Markets team in EMEA & US markets across situations i.e. Debt restructuring, refinancing, Bond syndication, Leveraged & Acquisition financing Monitoring & tracking financial performance, borrowers business model/future strategy, security cover, industry developments and impact of macro-economic events on the overall market for the portfolio of covered client set across industries Preparing pitch books, request for proposals (RFP), information memorandum, term-sheets, investor presentation, pricing of bonds, external legal documentation and sales memo for transaction origination and road shows Assist with structuring of debt transaction in terms of instrument, pricing, tenor, currency, target investors based on comparable transactions and existing market conditions with the ultimate goal of balancing clients’ needs with the lender and investor requirements Working closely with DCM desk, including cross functional teams such as Corporate Finance, Syndicate & ESG desk, and developing key relationships with these teams Understanding of various debt products with specific focus on Hybrid and Liability management Effectively communicate with key stakeholders in the US/EMEA Responsibilities include training and guiding junior and new analysts, resolving their project related queries and performing quality check on client deliverables Outstanding academic qualifications – MBA / Masters in Finance from a premier educational institution Relevant prior 2+ years of experience Strong knowledge of accounting and financial concepts Knowledge of Tableau, Power BI, Python, VBA etc. would be an added advantage Job Expectations: Ability to proficiently use Microsoft Office Applications – Power Point and Excel Knowledge of database tools – Factset, Thomson one, Capital IQ, Factiva, LevFin Insights, LCD News 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 Understanding and Application of AI Tools: Ability to leverage AI platforms for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight. Critical Thinking: Ability to interpret AI outputs, validate insights, and make informed business decisions. Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions. Adaptability and Continuous Learning: Commitment to upskilling and staying current with emerging technologies. Posting End Date: 22 Jan 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. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 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. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

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Responsibilities

The Securities Research Associate will provide support in editing and publishing functions within the Global Research and Economics Group. Responsibilities include generating research products, maintaining databases, and collaborating with peers to resolve issues.