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Job Description
Participate on a centralized team (Information Research Services) of Research Consultants and Analysts responsible for providing valuable business within the Wholesale Bank, with primary focus on the Investment Bank, Corporate Bank and Commercial Bank. The primary goal of Information Research Services is to extend WF’s competitive edge by positioning our professionals to successfully do the following:
1. Understand their clients (i.e., credit/risk assessments, prospecting, market intelligence, relationship & portfolio management, public information books - PIBS).
2. Pitch engagements or compete for business (i.e., preparation and pitchbooks).
3. Execute deals/transactions (i.e., confidential information memorandums, prospectuses, lender’s presentations, advisory, hedges, etc.).
Research Consultant will utilize a variety of online resources to help fulfill the daily volume of ad-hoc requests for research. Research Consultant will serve as a senior member of the team focusing on complex research requests including industry & market research, M&A data analytics, real estate research, topical research/studies, comprehensive research projects, vendor comparisons & assessments, and global research. Research Consultants are also expected to support the training, growth and development of junior members of the team (e.g., Research Technicians). Research Consultants will regularly consult with clients on clarifying, fine-tuning or narrowing requests to help manage expectations and improve search results. Support team lead with administrative initiatives and other special projects including web development, work-flow queue oversight, marketing, training (e.g., LOB clients), LOB outreach & relationship management, and vendor management & development. A typical day will consist of reviewing requests, sourcing & screening information, and distributing material in a time sensitive manner. With innovation and continuous improvement at the forefront, Research Consultant will help team monitor sources for relevance and effectiveness; identify appropriate resources consistent with the developing research needs of the client; and help evaluate ways to improve internal operating processes.
Training Period (3-6 months): 8:30am – 5:30pm ET/PT, Monday – Friday
Post Training: 12pm – 9pm PT if San Francisco or 3pm – 12am if NY, Monday – Friday
Flexibility with hours necessary, as some nights and weekends will be required.
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4+ years reporting and analytical experience or a minimum of a Bachelor’s degree in programs such as applied mathematics, statistics, engineering, physics, accounting, finance, economics or computer sciences with 2+ years directly applicable work experience.
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1. Master of Library Science & Information Science (MLIS) with investigative and research skills.
2. Knowledge of online sources including but not limited to S&P, Moody’s, Fitch, MergerMarket, Thomson Reuters, Dow Jones, Frost & Sullivan, LexisNexis, CoStar, REIS, OneSource, and Dunn & Bradstreet.
3. Proficiency with MS Office, internet and other web applications.
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1. Minimum of 5 years of experience performing research in a financial institution; or exposure to investment banking, and/or market data.
2. Experience in researching across a broad range of industries and entities, including consumer products; energy; financial institutions; technology; financial sponsors; healthcare; industrial growth; media & telecom; and private equity.
3. Broad knowledge of capital markets deal execution process and standards.
4. Motivated; self-starter; proactive; high level of maturity and professionalism.
5. Must be able to work in a fast-paced environment with demonstrated ability to coordinate multiple competing tasks and demands, provide high levels of customer service and maintain a professional demeanor under stress.
6. Ability to organize and manage a diverse range of assignments and projects with high efficiency, yet thorough attention to detail and follow through.
7. Demonstrates excellent research skills, including patience to achieve successful research results.
8. Strong communication, interpersonal and organizational skills including excellent verbal and written ability.
9. Resourceful and independent, but comfortable working within a team-oriented environment.
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