About Wells Fargo:
Wells Fargo requires a security research associate:

In This role you will:
Build and maintain financials models to assist senior bankers in analyzing growth opportunities for clients
Manage the Sponsor portfolio exposure and assess the credit quality and monitor the portfolio on continuous basis, assist in tracking, underwriting, reviews, covenant monitoring activities.
Support the US team to assess the proposal for feasibility based on stage of company, sustainability and scalability of the business model

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

Desired Qualifications:

MBA, CA, CFA or master's in finance from a premier education institute
2+yrs of experience in Credit Underwriting / Credit risk / Credit Rating
Strong knowledge of accounting and financial concepts
Knowledge of database tools – FactSet, Thomson one, Capital IQ, Factiva, Levin Insights, LCD News and Bloomberg
Knowledge of VBA, Tableau, Power BI etc. would be an added advantage

Strong inclination towards building a career in Fixed Income and Credit domain
Good understanding of corporate finance, financial statement, Ratio analysis, cash flow analysis, and ability to create in-depth financial models
Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
Ability to proficiently use Microsoft Office Applications - Power Point and Excel
Analyze credit data, financial statements, projections; perform internal credit rating; and prepare credit assessment memo as per stipulated guidelines and policy
Monitoring & tracking financial performance, borrower business model/future strategy, security cover, industry developments and impact of macro-economic events on the overall market for the portfolio of covered client set across industries
Understand the nuances of the loan request and identify any inconsistency or associated risks
Understand and respond to the queries raised by Credit Risk Director, Portfolio managers , due diligence team, etc.
Strong logical, analytical skills and a systematic problem-solving approach
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 Banking environment
Understanding and Application of AI Tools: Ability to leverage AI platforms (e.g., Microsoft Copilot, GitHub Copilot, Tachyon, Agent space) for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight.
Critical Thinking: Ability to interpret AI outputs, validate insights, and make informed business decisions.
Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions.
Adaptability and Continuous Learning: Commitment to upskilling and staying current with emerging technologies

Posting End Date:

9 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.