Executive Director, Equity Research – Large Cap Internet
Posted 4hrs ago
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Job Description
Wells Fargo equity research executive covering large-cap Internet companies. Building financial models, forecasts, recommendations, and differentiated research for institutional investors.
Responsibilities:
- Conduct fundamental equity research to provide differentiated industry- and stock-specific content
- Build and maintain financial forecasts and stock recommendations for institutional investor clients
- Communicate research findings through consistent dialogue with internal stakeholders and institutional investor clients
- Build relationships with Equity Research colleagues, Equity Sales, Cash Trading, Derivatives, Wealth Management, and other teams
- Demonstrate subject matter knowledge of the Internet sector and its companies
- Analyze financial statements and industry, company, and market data
- Create and update financial models and databases
- Author differentiated research content with the Senior Analyst on companies and industry themes
- Attend company and industry events and cultivate relationships with covered companies and industry contacts
- Communicate research conclusions to internal and external constituents
- Collaborate with research peers on cross-sector research content
- Exercise independent judgment and collaborate with peers, colleagues, and managers to resolve issues and achieve goals
- Follow Wells Fargo risk, compliance, governance, monitoring, escalation, and remediation requirements
Requirements:
- 7+ years of Securities Research experience, or equivalent demonstrated through work experience, training, military experience, or education
- A BS/BA or higher (desired)
- Direct experience within the Internet industry or equity research industry-specific sector
- Ability to work effectively in a team environment and across all organizational levels
- Ability to work effectively and independently in a team environment
- Advanced Microsoft Excel skills, including high proficiency in modeling
- Advanced Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint
- 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
- Strong, clear, and concise written and oral communication skills
- FINRA SIE, Series 63, 86, and 87 examinations, or equivalent, must be completed within 90 or 180 days after employment if not immediately transferable
- Compliance with state law registration and licensing requirements
- Additional product licenses or SAFE licensing may apply
- Enhanced financial fitness and criminal background standards
- Successful completion of a background check prior to hire
- Compliance with ongoing regulatory obligations, periodic screening, and mandatory reporting
- Up to 10% travel
Benefits:
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
- Incentive opportunities may be available


















