Equity Research Associate, Software

Wells Fargo & Company•New York, NY

1d•Onsite

About The Position

Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services, acting as a trusted partner to clients by providing corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions. These solutions include sales, trading, and research capabilities for corporate, commercial real estate, government, and institutional clients globally. The Markets division offers solutions for clients to manage exposure through various derivatives, lending, and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, and Credit Sales & Trading. This specific role is for an Equity Research Associate within the Software sector, part of Corporate & Investment Banking's Markets division at Wells Fargo.

Requirements

2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Up to 10% travel
Registration for FINRA Securities Industry Essentials (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 63 (or 66) 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. Candidates must successfully complete and pass a background check prior to hire.
In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of 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.

Nice To Haves

A BS/BA or higher
Direct experience in the Software sector or prior equity research coverage of this industry
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
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

Responsibilities

Demonstrate strong subject matter expertise within the Software sector, with a solid understanding of key companies and industry dynamics
Conduct rigorous analysis of financial statements and industry, company, and market data sets
Create and update financial models and databases
Author, with Senior Analyst, differentiated research content on companies and industry themes
Attend company and industry events; cultivate relationships with covered companies and industry contacts
Communicate research conclusions to internal and external constituents
Collaborate with research peers to support the generation of cross-sector research content
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