Securities Research Associate

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 Telecom, Media & Technology (“TMT”) sector Develop in-depth understanding of selected few or all sub-sectors within TMT including BTS, FinTech, Internet, Media, Semiconductor, Software and Telecom 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.

MBA or master's in finance from a premier education institute 2+ 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:   24 Aug 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