Vice President, Equity Research

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, Macro, Equities, Municipal Products Group, Credit Sales & Trading.

About this role:

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

In this role, you will:

• 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.

Required Qualifications:

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

Desired Qualifications:

• 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

• 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

Job Expectations:

• This role is not eligible for VISA sponsorship
• 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. 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. Information will be shared about expectations during the recruitment process.
• Willingness to work on-site in accordance with current office requirement
• Ability to work additional hours as needed
• 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.

Posting location:

30 Hudson Yards, New York, NY 10001