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