Equity Research Associate

About this role:

Wells Fargo is seeking a Securities Equity Research Associate.

In this position you will partner with Senior Analyst covering the REIT sector in Wells Fargo's Equity Research department. Specific responsibilities include creating, updating, and maintaining financial models, writing company and industry reports, conducting fundamental research and communicating with clients, internal sales people and senior management. Exposure to institutional investors, covered company/industry corporate executives, and medical/scientific and other experts will become an integral part of the position.

In this role, you will:

• Provide support in the editing and publishing functions within the Global Research and Economics Group in Wells Fargo Securities
• Generate research packet products, post research documents to market data vendors, update and maintain mailing lists, and provide client access to web sites
• Assign reports to Editors and Supervisory Analysts to ensure the most efficient use of resources
• Maintain databases
• Receive direction from leaders
• 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, US:

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

Desired Qualifications:

• Experience using Factset, CapIQ and Bloomberg, and other data aggregation programs a plus.
• FINRA registration including Series 7 and 63 (or FINRA recognized equivalents)
• FINRA registration including Series 86 & 87 (or FINRA recognized equivalents)

Job Expectations:

• Ability to travel up to 5% of the time
• This position is currently remote

*****Due to a city-wide mandate in New York City, all individuals who perform in-person work or interact with the public during business must be fully vaccinated against COVID-19. At this time, this position falls under the scope of this mandate. ****

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.