Wells Fargo - New York, NY

posted 4 months ago

Part-time - Mid Level
New York, NY
Credit Intermediation and Related Activities

About the position

Wells Fargo is seeking an Equity Research, Vice President - Software Infrastructure/Cybersecurity. In this role, you will be part of the Corporate & Investment Bank (CIB), which provides a comprehensive suite of banking, capital markets, and advisory solutions to corporate, government, and institutional clients. The focus is on delivering exceptional service by understanding and addressing the overall financial needs of clients while respecting their total relationship with Wells Fargo. As a Vice President, you will partner with the Senior Analyst covering the Software Infrastructure/Cybersecurity sector. Your primary responsibilities will include conducting fundamental equity research to provide differentiated industry and stock-specific content. This involves building and maintaining financial estimates, managing financial databases, and writing detailed reports on companies under coverage and key industry themes. You will also be expected to develop expertise in the Software Infrastructure/Cybersecurity sector, write research reports on significant company updates and industry trends, and create and update financial models and databases. Additionally, you will attend company and industry events to cultivate relationships with covered companies and industry contacts. Effective communication of team views on covered companies to both internal and external stakeholders will be crucial. You will need to exercise independent judgment while developing a thorough understanding of functions, policies, procedures, and compliance requirements. Collaboration with peers, colleagues, and managers will be essential to resolve issues and achieve goals. This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check.

Responsibilities

  • Conduct fundamental equity research for the Software Infrastructure/Cybersecurity sector.
  • Build and maintain financial estimates and databases.
  • Write detailed reports on companies under coverage and key industry themes.
  • Develop expertise on companies in the Software Infrastructure/Cybersecurity sector.
  • Attend company and industry events to cultivate relationships with covered companies and industry contacts.
  • Communicate team views on covered companies with internal and external constituents.
  • Exercise independent judgment while understanding function, policies, procedures, and compliance requirements.
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.

Requirements

  • 5+ years of Securities Research experience or equivalent demonstrated through work experience, training, military experience, or education.
  • A Master's degree or higher is desired.
  • Direct experience within the Software Infrastructure/Cybersecurity sector or equity research industry is preferred.
  • Ability to work effectively in a team environment and across all organizational levels.
  • Advanced Microsoft Excel skills, including proficiency in modeling.
  • Strong writing skills and attention to detail.
  • Knowledge of financial statement analysis and accounting principles in the capital markets industry.
  • Familiarity with investment tools such as Bloomberg or FactSet application.
  • Strong, clear, and concise written and oral communication skills.

Nice-to-haves

  • Experience in the equity research industry specific sector - Software Infrastructure/Cybersecurity.
  • Ability to work independently as well as in a team environment.
  • Advanced skills in Microsoft Office (Word, Excel, Outlook, and PowerPoint).

Benefits

  • 401(k) Plan
  • Paid Time Off
  • Parental Leave
  • Critical Caregiving Leave
  • Discounts and Savings
  • Health Benefits
  • Commuter Benefits
  • Tuition Reimbursement
  • Scholarships for dependent children
  • Adoption Reimbursement
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