Securities Research Associate at Wells Fargo - ScoutJobs - The AI-curated global job board
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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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Securities Research Associate

Wells Fargo · Bengaluru

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