Securities Research Associate

Job Description

About This Role:

Wells Fargo is seeking a Securities Research Associate

The role involves working closely with the US deal team on M&A deal executions, pitchbooks, valuations, peer analysis, opportunity analysis, and other industry-related materials, with significant opportunities to learn, develop and work as an integral member of the business.

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 direction 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:

• Work on various work streams that form key components of M&A Buy or Sell side deals
• Assist in preparing Pitch books, including industry overviews, company profiles, strip profiles, management biographies, brokers' outlook, share price performance, deal case studies, evolution of industry/peer valuation multiples, possible buyer/seller opportunities
• Work on comparable company analysis, precedent transaction analysis, buyer or target identification, company/M&A screening and newsletter preparation
• Work on financial analysis, industry benchmarking and valuation models (DCF, LBO, football field, merger model and analysis)
• Develop an understanding of key M&A drivers and trends and M&A market activity
• Work independently on complex projects and deliver high quality deliverables
• Effectively communicate with key stakeholders in the US

Job Expectations:

• Ability to proficiently use Microsoft Office applications, especially Power Point and Excel
• Knowledge of database tools – FactSet, Merger market, Dealogic, Thomson One, Capital IQ, Factiva, 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
• 2+ years of experience. Strong knowledge of accounting and financial concepts. Knowledge of investment banking concepts including M&A as a product will be an added advantage
• Outstanding academic qualifications – MBA, CA or MS Finance from a premier institute. CFA is an advantage

Posting End Date:

29 Sep 2025

*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:

1. Third-Party recordings are prohibited unless authorized by Wells Fargo.
2. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.