Equity Research, Executive Director - Mid Cap Banks - REMOTE

Wells Fargo & CompanyDuluth, GA
7d$215,000 - $355,000Remote

About The Position

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. Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading. About this role: Wells Fargo is seeking an Equity Research, Executive Director- Mid Cap Banks. Learn more about the career areas and lines of business at wellsfargojobs.com In this role, you will: Provide primary equity research coverage of the Mid Cap Banks sector. Primary responsibilities include both managing and conducting the fundamental equity research process for the purpose of providing differentiated industry and stock-specific content, including building and maintaining financial estimates and stock recommendations for our institutional investor client base. Critical to the role will be communicating research findings to both internal stakeholders and our external client base via consistent dialogue and live meetings. The Senior 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 Mid Cap Banks 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

Requirements

  • 6+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of management or leadership experience

Nice To Haves

  • BS/BA or higher
  • Direct sell-side experience of 10+ years as lead analyst covering Mid Cap Bank stocks
  • 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

Responsibilities

  • Provide primary equity research coverage of the Mid Cap Banks sector.
  • Managing and conducting the fundamental equity research process for the purpose of providing differentiated industry and stock-specific content, including building and maintaining financial estimates and stock recommendations for our institutional investor client base.
  • Communicating research findings to both internal stakeholders and our external client base via consistent dialogue and live meetings.
  • 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 Mid Cap Banks 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

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
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