Senior Equity Analyst

Wells Fargo•St. Louis, MO

4d•$100,000 - $179,000•Hybrid

About The Position

About this role: Wells Fargo is seeking a Senior Equity Analyst in Wealth and Investment Management. Learn more about our career areas and lines of business at wellsfargojobs.com. The Senior Analyst will partner with other investment analysts and strategists to help formulate asset allocation guidance, track performance of model portfolios, and contribute to a variety of reports for internal and external audiences. These reports will focus on equities but may cover topics such as politics, public policies, the economy, financial markets, and market risk and their impact on portfolio guidance. The senior analyst also will help develop charts and may assist in portfolio optimization and other quantitative analysis. The senior analyst must have strong analytical, technical, written and verbal communication skills, as he or she also will help prepare and may present the team’s analysis and recommendations to various audiences. They will also need to demonstrate an ability to work effectively on a team in a decentralized model. In this role, you will: Support the Investment Strategists in performing economic and market evaluation Develop strategies that entail the evaluation of investment positioning and risk scenarios Forecast market changes and other models or quantitative examination to support investment positioning Lead the development of strategies for use across lines of business Partner with investment strategists to present written evaluation and charts including client approved publications

Requirements

4+ years of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Bachelor’s Degree or higher
CFA or demonstrated progress towards preferred
Excellent verbal, written, and interpersonal communication skills
Experience presenting information in a manner that persuades, educates, and enhances understanding at all levels
Experience simplifying complex topics for retail investors and their investment professionals.
Strong quantitative skills
Experience with television and print media
Demonstrated success in unstructured and stressful situations

Responsibilities

Support the Investment Strategists in performing economic and market evaluation
Develop strategies that entail the evaluation of investment positioning and risk scenarios
Forecast market changes and other models or quantitative examination to support investment positioning
Lead the development of strategies for use across lines of business
Partner with investment strategists to present written evaluation and charts including client approved publications