About this role:
Wells Fargo is seeking a Securities Research Associate Manager. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow
In this role, you will:
Supervise entry-to-mid level roles in the Global Research and Economics Group supporting Wells Fargo Securities tasks and processes to ensure timely completion, quality and complianceEngage and influence partners across the investment groups and companywide to help establish investment strategyIdentify opportunities for process improvement and risk control developmentResearch direction of industries, markets and companiesMake day-to-day supervisory decisions and resolve issues regarding client services, regulatory issues, and internal auditPrioritize projects to meet business objectivesInterpret and develop controls and procedures for analytics and reportingCollaborate with and consult with peers, colleagues and mid-level managersManage allocation of people and financial resources for Securities ResearchBe responsible for selection, evaluation, and development of staff
Required Qualifications:
2+ years of Securities Research experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education1+ years of Leadership experience
Desired Qualifications:
Undergraduate from a premier education instituteStrong inclination towards building a career in Corporate Finance, Investment Banking or Capital MarketsImpeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholdersGood understanding of Financial concepts and company valuation techniquesStrong logical, analytical skills and a systematic problem solving approachAbility to proficiently use Microsoft Office Applications – Power Point and ExcelStrong time management skills and ability to work under pressure and meet strict deadlinesAttention to detail and ability to ensure high quality of deliverablesAbility to interact with integrity and a high level of professionalism with all levels of team members and managementResults driven, accountable and ability to work with multiple priorities in a fast-paced and results-driven environmentWork on various work streams that form key components of M&A Buy or Sells side deals and/or, Corporate Finance or Capital Market transactionsAssist in preparing Pitch books, including industry overviews, company profiles, management biographies, brokers’ outlook, share price performance, deal case studies, evolution of industry/peers valuation multiples, possible buyer/seller opportunitiesWork on comparable company analysis, precedent transaction analysis, buyer or target identification, company/M&A screening and sector updates and analysesWork on financial analysis, industry benchmarking and valuation modelsDevelop an understanding of a sector’s key performance and valuation indicators and identify key industry and M&A trends and outlook impacting the sectorDevelop excellent working knowledge of market database tools e.g. Fact set, Thomson one, Capital IQ, etc.Interact with multiple stakeholders to achieve the desired goalPreferable Industry experience in FIG, Real estate, Gaming and LeisureLead a team of REGAL aligned junior team membersMentor/Train new joiners in teamBuild and nurture onshore relationships at senior management
Posting End Date:
14 Feb 2025
*Job posting may come down early due to volume of applicants.
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, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
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.