Job Description
About this role:
Wells Fargo is seeking a Securities Research Associate.
This role involves working with Corporate & Investment Banking (CIB) Division, focused on:
Supporting the Financial Sponsor Group (FSG) with leveraged transactions and aligned activities, across diverse range of industries
Closely working alongside teams to execute new transactions
In this role, you will:
Assist onshore team in the preparation of underwriting materials through analysis of business/ operations, historical financials, industry data, relative value etc
Prepare company/ sector profile reports, comprising borrower business model/future strategy, industry developments and impact of macro-economic events on the overall market for the portfolio of covered client set across industries
Strong understanding of loan structure, debt instruments, capital structure and credit documentation
Strong excel/ ppt. skills with the ability to create complex visually appealing charts distilling high levels of information into a chart format
Understand and respond to the queries raised by the onshore underwriter and work in a fast paced and iterative manner
Good stakeholder management skills as the team would be working closely with other teams during the various stages of the projects, ad-hoc special projects as needed by onshore team
Mentor junior analysts on basic and fundamentals of credit risk, underwriting & internal control and perform quality check on client deliverables
Contribute to various firm wide projects focused on improving efficiency, automation, regulatory compliance
Demonstrate a strong understanding of Wells Fargo's credit risk policies, risk appetite, and underwriting guidelines
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
Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
Demonstrate a strong understanding of Wells Fargo's credit risk policies, risk appetite, and underwriting guidelines
Required Qualifications:
4+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Outstanding academic qualifications - CA or MBA / MSc Finance from a premier educational institution
4+ yrs of experience in Underwriting / Credit Rating - experience in working with FSG team in IB structure will be preferred
Strong knowledge of accounting and financial concepts
Proficient in Microsoft office tools
Knowledge of database tools - Factset, Thomson one, Capital IQ and Bloomberg
Posting End Date:
14 Apr 2026
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, ****** 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, ****** 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 ******* Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and ******* 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.
Wells Fargo is seeking a Securities Research Associate.
This role involves working with Corporate & Investment Banking (CIB) Division, focused on:
Supporting the Financial Sponsor Group (FSG) with leveraged transactions and aligned activities, across diverse range of industries
Closely working alongside teams to execute new transactions
In this role, you will:
Assist onshore team in the preparation of underwriting materials through analysis of business/ operations, historical financials, industry data, relative value etc
Prepare company/ sector profile reports, comprising borrower business model/future strategy, industry developments and impact of macro-economic events on the overall market for the portfolio of covered client set across industries
Strong understanding of loan structure, debt instruments, capital structure and credit documentation
Strong excel/ ppt. skills with the ability to create complex visually appealing charts distilling high levels of information into a chart format
Understand and respond to the queries raised by the onshore underwriter and work in a fast paced and iterative manner
Good stakeholder management skills as the team would be working closely with other teams during the various stages of the projects, ad-hoc special projects as needed by onshore team
Mentor junior analysts on basic and fundamentals of credit risk, underwriting & internal control and perform quality check on client deliverables
Contribute to various firm wide projects focused on improving efficiency, automation, regulatory compliance
Demonstrate a strong understanding of Wells Fargo's credit risk policies, risk appetite, and underwriting guidelines
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
Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
Demonstrate a strong understanding of Wells Fargo's credit risk policies, risk appetite, and underwriting guidelines
Required Qualifications:
4+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Outstanding academic qualifications - CA or MBA / MSc Finance from a premier educational institution
4+ yrs of experience in Underwriting / Credit Rating - experience in working with FSG team in IB structure will be preferred
Strong knowledge of accounting and financial concepts
Proficient in Microsoft office tools
Knowledge of database tools - Factset, Thomson one, Capital IQ and Bloomberg
Posting End Date:
14 Apr 2026
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, ****** 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, ****** 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 ******* Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and ******* 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.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Securities Research Specialist position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
