Equity Research Associate, Software - Small & Mid-Cap

Wells Fargo•New York, NY

12d•$143,000 - $224,000

About The Position

Wells Fargo is seeking an Equity Research Associate covering the Software, Small and Mid-Cap sector within Corporate & Investment Banking's Markets business. The role involves analyzing companies and industry dynamics, developing financial models and databases, and authoring differentiated research content with the Senior Analyst. The associate will attend company and industry events, build relationships with covered companies and industry contacts, communicate research conclusions to internal and external audiences, and collaborate with research colleagues on cross-sector content. The position requires independent judgment and adherence to applicable policies, procedures, and compliance requirements. The role is located at 150 East 42nd Street in New York, New York. Up to 10% travel is expected. Appropriate FINRA licenses must be obtained or maintained for continued employment, with applicable examinations completed within 90 or 180 days after employment begins, depending on the licenses required. The role is subject to FINRA background screening and ongoing regulatory obligations.

Requirements

At least 2 years of Securities Research experience, or equivalent demonstrated through work experience, training, military experience, or education.
Obtain and/or maintain appropriate FINRA licenses for ongoing employment; applicable examinations must be completed within the stated 90- or 180-day period if not transferable upon hire.
Successfully pass a FINRA background check before hire and comply with ongoing regulatory obligations.

Nice To Haves

A BS/BA degree or higher.
Direct experience in the Software, Small and Mid-Cap sector or prior equity research coverage of the industry.
Ability to work effectively in a team and across organizational levels, with flexibility, collaboration, and adaptability.
Advanced Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint.
Knowledge of financial statement analysis.
Knowledge of accounting principles in the capital markets industry.
Knowledge of investment tools such as Bloomberg or FactSet.
Strong, clear, and concise written and oral communication skills.

Responsibilities

Demonstrate subject matter expertise in the Software, Small and Mid-Cap sector and understanding of key companies and industry dynamics.
Analyze financial statements and industry, company, and market data.
Create and update financial models and databases.
Author differentiated research content on companies and industry themes in collaboration with the Senior Analyst.
Attend company and industry events and cultivate relationships with covered companies and industry contacts.
Communicate research conclusions to internal and external constituents.
Collaborate with research peers to support cross-sector research content.
Exercise independent judgment while developing knowledge of the function, policies, procedures, and compliance requirements.
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
Follow applicable risk, compliance, regulatory, and company policies and obligations.