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Posted 24 days ago
Securities Research Associate
Wells FargoSecurities Research Associate
Requirements
2+ years Securities Research experience, Financial statement and ratio analysis, Valuation techniques, Microsoft Excel, Microsoft PowerPoint, Market database proficiency
Skills
Financial AnalysisvaluationExcelPowerPointM&A
About the role
Responsibilities
- Assist on work streams for M&A, corporate finance, and capital market transactions within the Energy & Power (E&P) sector
- Develop in-depth understanding of E&P sub-sectors including Upstream, Midstream, OFS, Energy Transition, and Power
- Prepare pitchbook components such as industry overviews, company profiles, and valuation multiples
- Support equity and debt capital raising activities, including IPOs and bond issuances
- Perform comparable company analysis, precedent transaction analysis, and financial modeling
- Conduct industry benchmarking and identify key M&A trends and valuation indicators
- Mentor junior analysts and contribute to quality checking and project management
- Utilize market databases such as FactSet, Refinitiv, Enverus, and Capital IQ Pro
Requirements
- 2+ years of Securities Research experience or equivalent professional training
- Strong understanding of financial concepts, valuation techniques, and accounting fundamentals
- Proficiency in Microsoft Excel and Microsoft PowerPoint
- Experience with market databases and financial analysis tools
- Strong logical, analytical, and problem-solving skills
- Ability to work in a fast-paced environment with high attention to detail
Preferred Qualifications
- MBA or Master’s in Finance from a premier educational institute
- Prior experience in Energy & Power, Consumer & Retail, Healthcare, TMT, FIG, or Industrials
- Ability to leverage AI platforms for data analysis and content drafting
- Excellent communication and interpersonal skills for stakeholder interaction
About the Company
Wells Fargo & Company (NYSE: WFC) is a leading financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management.
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Wells Fargo · Bengaluru
