Executive Director, Equity Research, Senior Analyst - REITs

Wells Fargo•New York, NY

1d•$215,000 - $355,000•Onsite

About The Position

Wells Fargo is seeking an Equity Research, Senior Analyst – REITs. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will develop expertise on companies in the REITs 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, and collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.

Requirements

7+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Registration for FINRA 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.
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

BS/BA or higher
Direct buy or sell-side experience of 7+ years as lead analyst covering REITs 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 skill.

Responsibilities

Develop expertise on companies in the REITs 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.