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:**
- 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
- *Desired Qualifications:**
- 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 mindse
- 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**
- *AI \& Future\-Ready Capabilities**
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- 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
8 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.