Vice President, Equity Research

Wells Fargo•New York, NY

5d•Onsite

About The Position

Wells Fargo is seeking a Vice President, Equity Research. In this position you will partner with the Senior Analyst; primary responsibilities include conducting the fundamental equity research process for the purpose of providing differentiated industry and stock-specific content, including building and maintaining financial estimates, maintaining financial databases, and writing reports on companies under coverage and key industry themes. Learn more about the career areas and lines of business at wellsfargojobs.com

Requirements

5+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
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
BS/BA or higher
Ability to travel as needed
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire.
Registration for FINRA SIE must be completed within 180 days of hire date if it is not available for transfer upon hire.
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.
Registration for FINRA Series 86 must be completed within 180 days of hire date if it is not available for transfer upon hire.
Registration for FINRA Series 87 must be completed within 180 days of hire date if it is not available for transfer upon hire.

Nice To Haves

Direct experience within a specific industry or equity research industry specific sector
Ability to work effectively, as well as independently, in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Strong writing skills and attention to detail

Responsibilities

Develop expertise on companies in the 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.