Senior Securities Research Specialist

Year    Bengaluru, Karnataka, India

Job Description


About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 30 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients. We have worldwide expertise and services to help our customers improve earnings, manage risk, and develop opportunities in the global marketplace. Our global reach offers many opportunities for you to develop a career with Wells Fargo. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About I & P
Wells Fargo India enables global talent capabilities for Wells Fargo Bank NA., by supporting business lines and staff functions across Technology, Operations, Risk, Audit, Process Excellence, Automation and Product, Analytics and Modeling. We are operating in Hyderabad, Bengaluru and Chennai locations.

Department Overview

This role works with an industry leading Corporate and Investment Bank within the Capital Markets team. (DCM and Loans & High Yield)



About the Role . The role involves working closely with the US/EMEA deal team on pitchbooks, syndicate dashboard, relative value analysis and other marketing materials with significant opportunities to learn, develop and work as an integral member of the business.

Functional Responsibilities

  • 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
  • May act as subject matter expert and sounding board for junior resources in the team

Essential qualifications/ Market skill set
  • Outstanding academic qualifications - MBA / Masters in Finance from a premier educational institution
  • Relevant prior 2-5 years of experience
  • Strong knowledge of accounting and financial concepts
  • Knowledge of Tableau, Power BI, Python, VBA etc. would be an added advantage



Preferred Skills & Abilities
  • 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
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.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.

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Job Detail

  • Job Id
    JD2992061
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Bengaluru, Karnataka, India
  • Education
    Not mentioned
  • Experience
    Year