Software Research Junior Associate at Wells Fargo
New York, New York, USA -
Full Time


Start Date

Immediate

Expiry Date

08 Oct, 25

Salary

179200.0

Posted On

09 Jul, 25

Experience

6 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

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

Industry

Financial Services

Description

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.
Learn more about the career areas and lines of business at wellsfargojobs.com .

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

Required Qualifications:

  • 6+ months of Securities Investment research, financial services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

  • BS/BA or higher
  • Direct experience within the software industry or equity research within the software sector.
  • 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 skill
Responsibilities

Wells Fargo is seeking a Software Research Junior Associate.

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 Software Research Analyst 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 goals

Required Qualifications:

  • 6+ months of Securities Investment research, financial services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • BS/BA or higher
  • Direct experience within the software industry or equity research within the software sector.
  • 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

Job Expectations:

  • Up to 10% travel
  • Registration for FINRA SIE must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • Registration for FINRA Series 7 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • Registration for FINRA Series 86 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • Registration for FINRA Series 87 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Loading...