Wells Fargo
Website:
wellsfargo.com
Job details:
About The Role
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. 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
- Work on various Corporate Banking work streams across Industrials sub-sectors including Capital Goods & Services, Forestry, Paper & Packaging, Chemicals, Metals & Mining, Building Products & Homebuilding, Aerospace & Defense, Transportation & Logistics
- Support the Credit underwriting/debt raise/refinance transactions and the associated credit review process, including:
- Assisting the Portfolio Management ("PM") work streams viz preparation of credit memos and annual review components, performing financial analysis/modeling, tracking portfolio companies quarterly/annual financial performance, conducting market or sector research, company research, industry / peer analysis and borrower credit ratings
- Assisting Relationship Management ("RM") workstreams viz. preparation of client origination / pitching materials, performing capital structure and liquidity analysis, debt capitalization, peer benchmarking, relationship snapshot, amongst others
- Develop sector expertise and generate sector insights; prepare market/sector updates to keep track of key developments
- Develop excellent working knowledge of market databases including FactSet, Refinitive, Moody's, S&P, etc.
- Interact with multiple stakeholders to achieve the desired goal
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+ years’ experience in Corporate Banking, Credit research or Debt advisory
- Strong inclination towards building a career in Corporate Banking with experience in working in any of the Industrials sub-sectors
- Good understanding of Credit metrics, Covenants, Capital structure, financial statement and ratio analysis
- 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
Reference Number
R-508047
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