Vice President, Equity Research - REITs

Wells Fargo•New York, NY

1d•$191,000 - $305,000•Onsite

About The Position

Wells Fargo is seeking a Vice President in Equity Research focused on REITs within its Corporate & Investment Bank. The role conducts fundamental equity research to provide differentiated industry and stock-specific analysis, financial forecasts, and stock recommendations for institutional investors. It involves communicating research findings through regular dialogue with internal stakeholders and institutional clients and building relationships across Equity Research, Equity Sales, Cash Trading, Derivatives, Wealth Management, and other teams. The position requires subject matter knowledge of the REITs sector and its companies. The Vice President analyzes financial statements and industry, company, and market data; creates and updates financial models and databases; and authors differentiated research on companies and industry themes with a Senior Analyst. The role also involves attending company and industry events, cultivating relationships with covered companies and industry contacts, communicating conclusions to internal and external audiences, and collaborating with peers on cross-sector research. The position is based at 150 E 42nd Street, New York, NY 10017, and includes up to 10% travel.

Requirements

At least 5 years of Securities Research experience, or equivalent demonstrated through work experience, training, military experience, or education.
Strong, clear, and concise written and oral communication skills.
Ability to work effectively in a team environment and across organizational levels, with flexibility, collaboration, and adaptability.
Ability to work both independently and collaboratively in a team environment.
Advanced Microsoft Excel skills, including high proficiency in modeling.
Advanced Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint.
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.
Obtain and/or maintain appropriate FINRA licenses for continued employment; required examinations must be completed within the stated 90- or 180-day period if not transferable upon hire.
Comply with state law registration and licensing requirements and applicable background, financial fitness, and regulatory obligations.
Successfully complete and pass a FINRA background check prior to hire.

Nice To Haves

Master's degree or higher.
Active Chartered Financial Analyst (CFA) designation.
Direct experience in the REITs industry or REITs equity research sector.

Responsibilities

Conduct fundamental equity research and provide differentiated industry and stock-specific analysis, forecasts, and stock recommendations for institutional investors.
Demonstrate subject matter knowledge of the REITs sector and the companies within it.
Analyze financial statements and industry, company, and market data.
Create and update financial models and databases.
Author differentiated research content on companies and industry themes with a Senior Analyst.
Attend company and industry events and cultivate relationships with covered companies and industry contacts.
Communicate research conclusions to internal stakeholders and external constituents, including institutional clients.
Build relationships with Equity Research colleagues and teams including Equity Sales, Cash Trading, Derivatives, and Wealth Management.
Collaborate with research peers to support cross-sector research content.
Exercise independent judgment while learning and following applicable functions, policies, procedures, and compliance requirements.
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
Meet applicable FINRA, state registration, licensing, background-screening, and ongoing regulatory obligations.
Travel up to 10%.