About this role:

Wells Fargo is seeking a Lead Securities Research Specialist to support its US Corporate Banking team. The role involves working closely with the US Corporate Banking team and supporting them on credit appraisals, credit memos, credit reports or annual credit reviews for corporate clients. The support would entail tracking portfolio companies and updating quarterly and annual earnings performance, preparing market or sector updates, company research, tracking credit rating reports or equity reports, historical financial analysis, industry / peer analysis and working on credit memos, credit reports or annual review report components that would form part of the Corporate Finance or Capital Market transactions. The role also involves close collaboration with Relationship Managers to enhance client engagement, deepen product expertise, and contribute to credit and risk management processes. The team member will play a key role in supporting day-to-day client servicing, credit analysis, documentation, and cross-functional coordination to ensure the effective delivery of banking solutions. There would with significant opportunities to learn, develop and work as an integral member of I&P CIB Corporate Banking business.

In this role, you will:

Act as an individual contributor across workstreams supporting Wells Fargo’s Corporate Banking offerings, including debt financing, FX, and rates products.
Assist in identifying and evaluating origination, financing, and refinancing opportunities across sectors.
Support the development of client pitch materials, PIBs, and credit-related documentation.
Prepare credit memos, annual reviews, and borrower reports, including company overviews, industry analysis, and financial performance assessments.
Utilize CRM systems to track client engagement and profitability metrics.
Coordinate with product partners and support outreach efforts to enhance client coverage.
Monitor market developments and prepare sector updates and newsletters.
Conduct borrower rating analysis, capital structure reviews, and covenant tracking.
Draft non-borrower reports, CAC memos, and other credit-related documentation.
Develop proficiency in market intelligence tools such as FactSet, Capital IQ, Moody’s, S&P, and Thomson One.
Mentor and coach junior team members, providing guidance on analytical tasks, tools, and best practices to support their professional development and enhance team effectiveness
Collaborate with internal stakeholders across functions to drive execution and deliver client solutions.

Required Qualifications:

5+ 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, CA, CFA or Masters in Finance from a premier education institute
5+ years’ experience in Corporate Banking, Credit research or Debt advisory
Experience in working in Energy & Power (preferable)
Strong inclination towards building a career in Corporate Banking, Corporate Finance, Investment Banking or Capital Markets
Good understanding of Credit metrics, Covenants, Capital structure, Financial statement and ratio analysis
Good understanding of Market trends and ability to identify opportunities basis ongoing trends
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:

2 Jul 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.