Equity Research Associate, Software - Small & Mid-Cap

Wells Fargo•New York, NY

8d•$143,000 - $224,000•Onsite

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, producing research, building industry relationships, and communicating conclusions to internal and external audiences. The associate will work with a Senior Analyst and research peers, exercise independent judgment, and follow applicable policies, procedures, and compliance requirements. The position is based at 150 East 42nd St., New York, New York. Travel of up to 10% is expected. Appropriate FINRA licenses must be obtained or maintained for ongoing employment, with required examinations completed within the applicable 90- or 180-day period when not transferable upon hire. The role is subject to FINRA background screening and ongoing regulatory obligations, as well as applicable Wells Fargo compliance policies.

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 license(s) for ongoing employment; required examinations must be completed within the applicable period if not transferable upon hire.
Successfully complete and pass a FINRA background check prior to hire.
Comply with applicable state registration and licensing requirements and 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, including understanding key companies and industry dynamics.
Analyze financial statements and industry, company, and market data sets.
Create and update financial models and databases.
Author differentiated research content on companies and industry themes 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 on 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.
Meet applicable FINRA licensing, registration, background screening, and ongoing regulatory requirements.
Follow applicable risk, compliance, and Wells Fargo policies and procedures.