Equity Research, Associate - Software at Wells Fargo
New York, NY 10017, USA -
Full Time


Start Date

Immediate

Expiry Date

16 Oct, 25

Salary

224000.0

Posted On

17 Jul, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Outlook, Excel, Modeling, Financial Statement Analysis, Microsoft Office, Training, Powerpoint, Collaboration, Bloomberg, Communication Skills, Factset

Industry

Financial Services

Description

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:

  • BS/BA or higher
  • 2+ years direct experience within the industry or equity research industry specific sector - Software.
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Ability to work effectively, as well as independently, in a team environment
  • Advanced Microsoft Excel skills, including high level of proficiency in modeling
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
  • Strong writing skills and attention to detail
  • Knowledge and understanding of financial statement analysis
  • Knowledge and understanding of accounting principles in the capital markets industry
  • Knowledge and understanding of investment tools such as Bloomberg or FactSet application
  • Strong, clear and concise written and oral communication skills

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

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

Responsibilities

ABOUT THIS ROLE:

Wells Fargo is seeking an Equity Research, Associate in the Software sector. Learn more about the career areas and lines of business at wellsfargojobs.com.

IN THIS ROLE, YOU WILL:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent.
It all begins with you.
The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients’ overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

In this position you will partner with the Senior Analyst covering the Software sector. Primary responsibilities include conducting the fundamental equity research process for the purpose of providing differentiated industry and stock-specific content, including building and maintaining financial estimates, maintaining financial databases, and writing reports on companies under coverage and key industry themes. The Associate will need to build strong relationships not only with Equity Research colleagues, but also with Equity Sales, Cash Trading, Derivatives, Wealth Management, and others.

  • Develop expertise on companies in the Software sector.
  • Write research reports on key company updates and industry themes.
  • Create and update financial models and databases
  • Attend company and industry events; cultivate relationships with covered companies and industry contacts
  • Communicate team views on covered companies with internal and external constituents
  • Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goal
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