Wells Fargo Principal Investment Research Analyst 3 in San Francisco, California

The Wells Fargo Investment Portfolio (“IP”) comprises public and private investments for Principal Investments (“PI”) and public investments for Treasury Investments (“TI”). Wells Fargo Principal Investments (PI) is responsible for the evaluation of credit-driven investment opportunities across the corporate, municipal and asset-backed markets. PI is generally a public-side investor with a view toward long-term holds and a focus on maximizing risk-adjusted returns.

The PI Corporates team manages a $12 billion portfolio predominantly composed of investment grade and high yield bonds as well as leveraged loans. Analysts are organized into the following industry verticals:

  • Commodity-linked

  • Consumer & Healthcare

  • Financials

  • Industrials & Services

  • Technology, Media, & Telecom

PI Corporate is seeking a senior investment analyst on the Technology, Media & Telecommunications team. Individual will perform fundamental credit research including analyzing company financial statements, financial modeling, relative value analysis, indenture and credit agreement analysis, and company & industry due diligence. The analyst will evaluate and make recommendations for investments in the primary and secondary markets and monitor existing portfolio investments.

Team members 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 and if 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.

Required Qualifications:

  • 2+ years of investment research experience

Desired Qualifications:

  • Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

  • Ability to work in a fast-paced deadline driven environment

  • Effective organizational, multi tasking, and prioritizing skills

  • Excellent verbal, written, and interpersonal communication skills

  • Experience with Bloomberg

  • Strong analytical skills with high attention to detail and accuracy

  • Strong presentation skills

How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psp/PSEA/APPLICANTNW/HRMS/c/HRSHRAM.HRSAPPSCHJOB.GBL?Page=HRSAPPJBPST&FOCUS=Applicant&SiteId=1&JobOpeningId=5369981&PostingSeq=1.

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.