About this role:

Wells Fargo is seeking a Securities Research Manager. This role involves managing a team of professionals working with Corporate & Investment Banking (CIB) Division, focused on

• Relationship management and Portfolio Monitoring and Underwriting activities for companies in the Diversified Industrials sector

• Manage a team of 7-10 professionals who will be working on the above areas

• The aforementioned teams work on preparing pitching materials and financial models, which helps in company valuation and advisory to corporate clients

• There will be significant opportunities to learn, develop and work as an integral member of I&P CIB business

In this role, you will:

• Manage and develop a team of analysts in the Industrials Corporate Banking Team

• Work with US stakeholders to define the scope of work for India team and build integration with US VP’s, MD’s and Heads of Corporate Banking Group

• Drive projects and work along with juniors, on various work streams that form key components of the loan lifecycle

• Work with US team members to build financials models and historical financial analysis to assist senior bankers in pitches and other advisory materials

• Understand and respond to the queries raised by the Onshore underwriter and work in a fast paced and iterative manner

• Develop strong stakeholder relationship 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 analysts and associates on basic and fundamentals of client origination pitches, credit reviews and underwriting

• 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

• Have strong MS excel skill with the ability to synthesize data to derive meaningful inferences

• Mentor and guide talent development of teams and assist in hiring talent

• Interact with multiple stakeholders to achieve the desired goal

Required Qualifications:

• 4+ years of Securities Research industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 2+ years of Leadership experience

Desired Qualifications:

• Outstanding academic qualifications – MBA / MSc Finance from a premier educational institution

• 10+ years of experience in Corporate Banking, Credit Research or Debt Advisory, preferably in Diversified Industrials Sector

• 2+ Years of Staffing experience

• Strong knowledge of Credit metrics, Covenants, Capital structure, Financial statement and ratio analysis

• Knowledge of database tools – Factset, Thomson one, Capital IQ, Factiva, Moody's and S&P Ratings methodology

• Knowledge of VBA, Tableau, Power BI etc. would be an added advantage

• 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

Posting End Date:

19 Nov 2024

*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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

Req Number: R-413357