Wells Fargo
Jobs
Wells Fargo Investment Banking Senior Analyst (Senior Securities Research Specialist)
Wells Fargo
Wells Fargo Investment Banking Senior Analyst (Senior Securities Research Specialist)
Be an Early Applicant
Supports investment banking transactions in the Energy and Power sector, including M&A, capital raising, leveraged underwriting, pitchbook preparation, valuation modeling, comparable company and precedent transaction analysis, industry research, and buyer or target screening. The role requires financial analysis, sector expertise, market database proficiency, stakeholder collaboration, quality checking, project management, and mentoring junior analysts.
About this role:
Wells Fargo is seeking a Senior Securities Research Specialist. Wells Fargo's CIB Banking role involves working closely with the US Investment Banking team on M&A, corporate finance or capital market transactions, which include activities like preparing pitch books, sector research, opportunity analysis, peer analysis, credit analysis, IPOs and other industry-related materials.
In this role, you will:
Required Qualifications:
Desired Qualification:
Posting End Date:
12 Oct 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.
Wells Fargo is seeking a Senior Securities Research Specialist. Wells Fargo's CIB Banking role involves working closely with the US Investment Banking team on M&A, corporate finance or capital market transactions, which include activities like preparing pitch books, sector research, opportunity analysis, peer analysis, credit analysis, IPOs and other industry-related materials.
In this role, you will:
- Assist on work streams that form key components of M&A buyside or sellside deal execution and/or, corporate finance or capital market transactions in the Energy & Power Sector
- Develop in-depth understanding of selected few or all sub-sectors within Energy & Power including Upstream & OFS, Midstream, Energy Transition, Power & Utilities and Renewable Asset Finance
- Assist in preparing pitchbook components including industry overviews, company profiles, management biographies, brokers' outlook, share price performance, deal case studies, evolution of industry/peer valuation multiples, possible buyer/seller opportunities, amongst others
- Assist in equity and debt capital raising (IPOs, follow-on offering, bond issuances etc.) and leveraged underwriting transactions
- Work on comparable company analysis, precedent transaction analysis, buyer or target identification, company/M&A screening and sector updates and analyses
- Work on financial analysis, industry benchmarking and valuation models
- Develop an understanding of a sector's key performance and valuation indicators and identify key industry and M&A trends and outlook impacting the sector
- Develop excellent working knowledge of market databases e.g., FactSet, Refinitive, Bloomberg, Dealogic, MergerMarket, etc.
- Mentor a junior analysts and contribute towards quality checking & day-to-day project management
- Interact with multiple stakeholders to achieve the desired goal
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.
- MBA or Master's in Finance from a premier education institute
- 4+ years of relevant experience
- Strong inclination towards building a career in Corporate Banking, Investment Banking, Corporate Finance or Capital Markets
- Good understanding of financial concepts and valuation techniques, fundamentals of accounting, credit metrics, capital structure, financial statement and ratio analysis, amongst others
- Ability to proficiently use Microsoft Office Applications - Power Point and Excel and Gen AI tools
Desired Qualification:
- Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders
- Strong time management skills and attention to detail ensuring high-quality deliverables
- Strong logical, analytical skills and a systematic problem-solving approach
- Results driven, accountable and ability to work on multiple projects in a fast-paced environment
Posting End Date:
12 Oct 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.
Similar Jobs at Wells Fargo
Yesterday
Fintech • Financial Services
Supports investment banking transactions across M&A, corporate finance, capital markets, and leveraged underwriting in the Diversified Industrials sector. Responsibilities include sector and company research, pitchbook preparation, comparable company and precedent transaction analysis, valuation modeling, financial analysis, buyer and target identification, capital raising support, and industry benchmarking. The role also mentors junior analysts, performs quality checks, manages project activities, and coordinates with senior stakeholders.
Top Skills:
BloombergDealogicExcelFactsetGenerative AiMergermarketMS OfficePowerPointRefinitiv
Fintech • Financial Services
Supports routine loan servicing activities, including reviewing and processing disbursement requests, preparing loan demands and reconveyances, researching records, handling insurance claims, and responding to customer, vendor, title company, and internal inquiries. The role follows established procedures, identifies process improvements, escalates complex issues, and receives regular direction from supervisors.
Fintech • Financial Services
Supports securities operations across account onboarding, cash payments, funding, custody, settlement, structured loans, and general ledger reconciliation. Reviews operational challenges, researches risks, resolves escalated issues, monitors daily securities and cash production, and recommends process improvements. Collaborates with internal and external stakeholders, supports trade settlement controls, reviews time-sensitive transaction documents, and contributes to process, procedure, and project implementations while adhering to risk and compliance requirements.
What you need to know about the Kolkata Tech Scene
When considering the industries shaping India's tech scene, gaming might not immediately come to mind. However, in the last decade, increased internet usage and greater access to mobile devices have catapulted the industry to new heights, with Kolkata-based companies like Virtualinfocom, Red Apple Technologies and Digitoonz, at the forefront, driving the design and animation of new gaming titles for players.
