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Securities Research Associate @ Leading Client

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 Securities Research Associate

Job Description

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 Corporate Banking work streams across Industrials sub-sectors including Capital Goods & Services, Forestry, Paper & Packaging, Chemicals, Metals & Mining, Building Products & Homebuilding, Aerospace & Defense, Transportation & Logistics
  • Support the Credit underwriting/debt raise/refinance transactions and the associated credit review process, including:
  • Assisting the Portfolio Management ("PM") work streams viz preparation of credit memos and annual review components, performing financial analysis/modeling, tracking portfolio companies quarterly/annual financial performance, conducting market or sector research, company research, industry peer analysis and borrower credit ratings
  • Assisting Relationship Management ("RM") workstreams viz. preparation of client origination pitching materials, performing capital structure and liquidity analysis, debt capitalization, peer benchmarking, relationship snapshot, amongst others
  • Develop sector expertise and generate sector insights; prepare market/sector updates to keep a track of key developments
  • Develop excellent working knowledge of market databases including FactSet, Refinitive, Moody's, S&P, etc.
  • Interact with multiple stakeholders to achieve the desired goal


Job Expectations:

  • MBA, CA, CFA or masters in finance from a premier education institute
  • 2+ years experience in Corporate Banking, Credit research or Debt advisory
  • Strong inclination towards building a career in Corporate Banking with experience in working in any of the Industrials sub-sectors
  • Good understanding of Credit metrics, Covenants, Capital structure, financial statement and ratio analysis
  • Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
  • Strong logical, analytical skills and a systematic problem-solving approach
  • Ability to proficiently use Microsoft Office Applications Power Point and Excel
  • 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 interact with integrity and a high level of professionalism with all levels of team members and management
  • Results driven, accountable and ability to work with multiple priorities in a fast-paced and results-driven environment

Exp.- 6 months-5yrs

Job Classification

Industry: Financial Services
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Research Analyst
Employement Type: Full time

Contact Details:

Company: Leading Client.
Location(s): Hyderabad

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Keyskills:   Securities Research Debt advisory Corporate Banking ratio analysis Credit research financial statement

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Leading Client

IFINSOL GLOBAL PRIVATE LIMITED