Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading.
About this role:
Wells Fargo is seeking an Equity Research Associate for the Life Insurance sector in Corporate & Investment Banking as part of Markets. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Demonstrate subject matter knowledge within the Life Insurance sector and a strong understanding of the companies within the sector
Conduct rigorous analysis of financial statements and industry, company, and market data sets
Create and update financial models and databases
Author, with Senior Analyst, differentiated research content on companies and industry themes
Attend company and industry events; cultivate relationships with covered companies and industry contacts
Communicate research conclusions to internal and external constituents
Collaborate with research peers to support the generation of cross-sector research content
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:
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:
A BS/BA or higher
Direct experience in the Life Insurance sector or prior equity research coverage of this industry
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
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
Job Expectations:
- Up to 10% travel
- Registration for FINRA Securities Industry Essentials (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
- 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.
Posting Location:
- 150 E 42nd Street. - New York, New York 10017
