Equity Research Associate, Software - Small & Mid-Cap

Wells Fargo•New York, NY

5d•$143,000 - $224,000•Onsite

About The Position

Wells Fargo is seeking an Equity Research Associate in Corporate & Investment Banking’s Markets business, covering the Software, Small and Mid-Cap sector. The role involves analyzing financial statements and industry, company, and market data; maintaining financial models and databases; and developing research content with the Senior Analyst. The associate will build subject-matter expertise, engage with covered companies and industry contacts, communicate research conclusions to internal and external audiences, and collaborate with research colleagues and managers. The position requires sound judgment and adherence to applicable policies, procedures, and compliance requirements. Up to 10% travel is expected. Appropriate FINRA licenses must be obtained or maintained for continued employment, with required exams completed within the specified 90- or 180-day period when they cannot be transferred upon hire. Candidates must pass a FINRA background check and meet ongoing regulatory, registration, and licensing 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 FINRA exams must be completed within the specified time period if not transferable upon hire.
Successfully complete a background check before hire and meet 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 understand 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 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 and compliance programs, policies, and procedures; escalate and remediate issues as required.