Securities Research Associate - Investment Banking

Securities Research Associate for IB Front Office

About this role:

Wells Fargo is seeking a Securities Research Associate. Wells Fargo’s CIB Banking role involves working closely with the US Investment Banking team on M&A, corporate finance or capital market transactions, which include activities like preparing pitch books, sector research, opportunity analysis, peer analysis, credit analysis, IPOs and other industry-related materials.

In this role, you will:

• Assist on work streams that form key components of M&A buyside or sellside deal execution and/or, corporate finance or capital market transactions
• Develop in-depth understanding of selected few or any 1 or all or multiple sectors within Banking namely Energy and Power, TMT, Healthcare, Industrials, Consumer and Retail. REGAL, FIG
• Assist in preparing pitchbook components including industry overviews, company profiles, management biographies, brokers’ outlook, share price performance, deal case studies, evolution of industry/peer valuation multiples, possible buyer/seller opportunities, amongst others
• Assist in equity and debt capital raising (IPOs, follow-on offering, bond issuances etc.) and leveraged underwriting transactions
• Work on comparable company analysis, precedent transaction analysis, buyer or target identification, company/M&A screening and sector updates and analyses
• Work on financial analysis, industry benchmarking and valuation models
• Develop an understanding of a sector’s key performance and valuation indicators and identify key industry and M&A trends and outlook impacting the sector
• Develop excellent working knowledge of market databases e.g., FactSet, Refinitive, Bloomberg, Dealogic, MergerMarket, etc.
• Mentor a junior analyst and contribute towards quality checking & day-to-day project management
• Interact with multiple stakeholders to achieve the desired goal
• Ability to leverage AI platforms (e.g., Microsoft Copilot, GitHub Copilot, Agentspace) for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight
• Ability to interpret AI outputs, validate insights, and make informed business decisions.
• Awareness of ethical considerations, data privacy, and compliance when using AI solutions
• Commitment to upskilling and staying current with emerging technologies
• Strong time management skills and attention to detail ensuring high quality of deliverables
• Strong logical, analytical skills and a systematic problem-solving approach
• Results driven, accountable and ability to work on multiple projects in a fast-paced environment

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:

• MBA or master's in finance from a premier education institute
• 2 - 8 years of relevant experience
• Strong inclination towards building a career in Corporate Banking, Investment Banking, Corporate Finance or Capital Markets
• Good understanding of financial concepts and valuation techniques, fundamentals of accounting, credit metrics, capital structure, financial statement and ratio analysis, amongst others
• Ability to proficiently use Microsoft Office Applications – Power Point and Excel
• Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
• Strong time management skills and attention to detail ensuring high quality of deliverables
• Strong logical, analytical skills and a systematic problem-solving approach
• Results driven, accountable and ability to work on multiple projects in a fast-paced environment

Posting End Date: 

29 Jun 2026

*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:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.