Equity Research Associate, Software Job at Wells Fargo (New York)

Investor Relations Associate

We are seeking a highly analytical and experienced Investor Relations (IR) Assoc...

Location

United States , San Francisco; New York

Salary:

140000.00 - 170000.00 USD / Year

Crusoe

Expiration Date

Until further notice

Requirements

3 - 5 years of experience in Investor Relations, Investment Banking, or Equity Research
Ideal experience in supporting a company through a significant liquidity event, such as an Initial Public Offering (IPO) or a major public capital raise
Prior experience working for a large, complex, publicly traded company known for its rigorous financial standards and advanced technology products (e.g., in the semiconductor, cloud, or advanced technology sectors)
Strong understanding of financial modeling, valuation techniques, and Generally Accepted Accounting Principles (GAAP)
High proficiency in Microsoft Office Suite (Excel and PowerPoint) and experience utilizing IR-specific platforms (e.g., Bloomberg, Refinitiv, CRM software)
Outstanding written and verbal communication skills, with a proven ability to synthesize complex data into clear, concise narratives for a financial audience
Detail-oriented, highly organized, and capable of managing multiple projects under tight deadlines and with a high degree of confidentiality
Strong interpersonal skills and the ability to build and maintain trust with internal executives and external investors
Bachelor’s degree in Finance, Economics, Accounting, or a related field

Job Responsibility

Public Company Experience: Communications with equity and debt providers, organizing investor reporting and outreach
Assist in managing the ongoing requirements and documentation specific to a newly public company environment
Manage relationships across sell-side equity research analysts and coverage universe
Non-Deal Roadshows (NDRs): Coordinate and manage logistics for investor roadshows and conferences, including scheduling, preparation of materials, and post-event follow-up
Due Diligence: Manage data requests and materials for investor and analyst due diligence sessions
Financial Reporting & Communications: Earnings Cycle Management: Play a lead role in the quarterly earnings process, including drafting press releases, preparing management's scripts, developing Q&A documents, and creating presentation materials
Analyst & Investor Interaction: Serve as a point of contact for routine inquiries from financial analysts, institutional investors, and retail shareholders
Synthesize these interactions for senior management
Messaging Development: Work closely with the Finance, Legal, and Corporate Communications teams to ensure consistent, accurate, and compelling internal and external messaging regarding company strategy, financial performance, and market developments
Market Intelligence & Strategy: Competitive Analysis: Monitor, analyze, and summarize sell-side research, consensus estimates, and competitor financial performance

What we offer

Industry competitive pay
Restricted Stock Units in a fast growing, well-funded technology company
Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
Employer contributions to HSA accounts
Paid Parental Leave
Paid life insurance, short-term and long-term disability
Teladoc
401(k) with a 100% match up to 4% of salary
Generous paid time off and holiday schedule
Cell phone reimbursement

Fulltime

Tax Manager and Sr Tax Manager

We are seeking a Tax Manager and Sr Tax Manager to join our client's dynamic tea...

Location

United States , Fort Worth

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Must have a minimum of 1-3+ years of experience in a managerial role within a CA firm or similar industry
Extensive experience with Partnership Tax, Corporate Tax both on the compliance and research and planning side
Proficiency in using Fastax or similar tax software is essential
Proven leadership skills with the ability to manage and guide a team effectively
Excellent communication and interpersonal skills to liaise with clients and team members
Strong analytical and problem-solving abilities for effective tax planning and research
Must have a thorough understanding of tax laws and regulations
A certified public accountant (CPA) or similar detail oriented certification is highly preferred
Must possess strong organizational skills and the ability to manage multiple tasks simultaneously
Proven track record of successfully handling and resolving tax-related issues

Job Responsibility

Review federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts
Oversee the planning and scheduling of engagements to ensure quality of work product
Manage teams of senior and staff accountants, providing both formal and informal feedback
Monitor workflow and communicate progress to partners
Develop business with both existing and new clients, maintaining strong client relationships
Advise clients on income tax issues and related tax planning
Maintain proficiency in the taxation of partnerships, limited liability companies, and other similar flow-through entities
Stay knowledgeable about corporate tax issues, including tax provisions
Understand and advise on international tax issues - CFC's and PFIC's, ECI, and FDAP
Have a thorough understanding of both accounting and income tax compliance issues associated with private equity

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Associate, Strategy

Reporting to the Chief Strategy Officer and located in Boston, MA, this is a hig...

Location

United States , Boston

Salary:

90000.00 - 125000.00 USD / Year

Aptiv plc

Expiration Date

Until further notice

Requirements

Strong financial and operational analysis capability, including accessing and evaluating financial statements – leveraging fluency with GAAP / IFRS accounting – and employing tools such as Capital IQ / AlphaSense, sell-side equity research, and other credible data sources
Modeling and valuation expertise, with the ability to independently build detailed, auditable, and well-documented market models (e.g. bottom-up market sizing), three-statement financial models, and valuation models using multiple methodologies, including DCF and trading / transaction comps
Demonstrated proficiency with large datasets and advanced analytical and automation tools, including Alteryx, Tableau, Power BI, and Excel/VBA
Strong strategic analysis “toolkit,” including framing and structuring complex problems, planning work with clear prioritization and proactive “upward management,” performing thorough, high quality quantitative and qualitative analyses, and translating insights into polished, C-level slide output
Great energy, tenacity, and resourcefulness, with a passion for “diving deep” to get to the root challenging problems and the creativity to leverage internal and external resources to develop proprietary fact bases vs. relying on third parties
BA/BS in a relevant field and 1-2 years of top-tier consulting experience or comparable, including investment banking, private equity, corporate strategy / development, or similar

Job Responsibility

Executing consulting-style projects on key topics and decisions, working closely with stakeholders in business units and corporate functions – includes structuring the problem, gathering and analyzing data, generating insight, translating into written output, and delivering executive-level readouts
Developing proprietary fact bases and market models around key product segments and technology trends, e.g. ADAS adoption, electric vehicle penetration, transition to software-defined vehicle architectures, growth in robotics and energy storage systems, etc.
Conducting detailed financial and operational analysis of customers (e.g. automotive OEMs, A&D primes, etc.) and traditional and emerging competitors (e.g. other automotive Tier 1s, semiconductor companies, industrial engineered components providers, etc.)
Translating analyses into content for executive leadership and customers meetings (e.g. Aptiv Board of Directors meetings, investor presentations, customer presentations / pitches, etc.)

What we offer

Private health care effective day 1 of employment
Life and accident insurance
Paid Time Off (Holidays, Vacation, Designated time off, Parental leave)
Relocation assistance may be available
Learning and development opportunities
Discount programs with various manufacturers and retailers
Recognition for innovation and excellence
Opportunities to give back to the community
Tuition Reimbursement
Fertility benefits

Fulltime

Discretionary Portfolio Management Analyst

This is an exciting opportunity to join Barclays Private Bank Singapore as a Dis...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

5 to 7 years of relevant work experience in investment management in either an asset management firm or a private bank
Previous trading or portfolio management experience in fixed income markets preferred
Deep interest in financial markets, investments and portfolio management is a must
Excellent analytical skills with an aptitude for automating workflows and handling quantitative work
Prior experience in dealing with order management systems such as Blackrock Aladdin, Bloomberg AIM or Charles River is preferred
Excellent working knowledge in VBA and Python
CFA charterholder is preferred

Job Responsibility

Allocation and monitoring of securities within a portfolio, aligned to the banks risk tolerance to framework and changing market conditions, investment objectives and regulatory requirements, utilising specialist software and data analytics tools, to enhance the portfolio management efficiency and effectiveness
Execution of research and analysis on various securities (equity, bond, funds) to identify profitable investment opportunities, aligned to the banks risk tolerance
Communication of the banks investment philosophy, decision making and investment selection to Clients and other key stakeholders such as Relationship Managers and Investment Advisors
Performance monitoring against benchmarks and objectives, analysing risk metrics, and creation of reports for senior colleagues and internal stakeholders
Implementation of risk management strategies to identify, assess, and mitigate potential financial risks associated with the portfolio, such as market fluctuations, credit risk, and liquidity risk
Conducting of simulations to assess the portfolio's resilience to different market scenarios and economic downturns, identification of potential vulnerabilities and informing on risk mitigation strategies, and communicate key findings to senior executives and board members
Monitoring of economic data, industry news, and geopolitical events to anticipate potential impacts on the portfolio and adjust strategies accordingly
Research of emerging asset classes, innovative investment strategies, and alternative investments to potentially enhance portfolio returns
Stakeholder management of investment banks, market makers, and other external partners as needed for portfolio transactions and information gathering

Fulltime

Accounts Payable Associate I

The Accounts Payable Associate (Claims Adjudication Associate) facilitates proac...

Location

United States

Salary:

17.50 - 25.35 USD / Hour

One Call

Expiration Date

Until further notice

Requirements

High school diploma or General Educational Development (G.E.D.)
Microsoft Word, Excel, Outlook skills required – Must Pass Intermediate Excel Test
Excellent oral and written communication skills required
Must be detail oriented and have the ability to multi-task
Must be able to follow instructions, prioritize and meet deadlines
Must have strong problem solving and critical thinking skills
Must have excellent research skills
Experience using medical claims software systems a plus
Experience with medical accounting or insurance a plus
Ability to work in an environment that aligns with the company's diversity, equity, inclusion and belonging standards

Job Responsibility

Review system documents to ensure accurate and timely processing of provider invoices for payment
Work with operations team to correct purchase orders (PO’s) and align them with authorizations from carriers, and services rendered and billed by the provider
Work with the network to ensure problems are resolved quickly and efficiently
Research and communicate via email and/or telephone with providers on additional items required to process invoices for payments
Research and resolve short payments and communicate findings to provider while processing additional payments when justified
Resolve inquiries and escalations from assigned providers
Proper review of billings to carrier to avoid potential revenue impacts
Build and maintain a partnership with the providers
Initiate and or facilitate calls with the providers
Perform detailed reviews/audits of all documentation supporting payments for appeals in accordance with Company policies and procedures

What we offer

Remote Work: We are a remote-first company, and almost all positions receive the flexibility of working from home
Generous Time Off: Besides 8 company holidays and 2 personal days every year, all colleagues receive a minimum of 18 days of paid time off
Comprehensive Benefits Package: Including medical, dental, vision, and pet insurance
401(k) matching program
and company-paid life insurance and short and long-term disability coverage
Supportive Services: We offer a Colleague Assistance Program that provides free counseling and financial services, and our One Call Foundation, a non-profit arm of our company, provides colleagues financial assistance during times of unexpected hardships

Fulltime

Corporate Finance Associate

Citizens is seeking a junior Corporate Finance Associate to support senior profe...

Location

United States , Boston

Salary:

170000.00 - 175000.00 USD / Year

Citizens Bank

Expiration Date

May 31, 2026

Requirements

3+ years of direct experience with proven client interaction and Investment Banking, M&A, Corporate Finance, Leveraged Finance or Capital Markets experience
Undergraduate degree with a strong academic record from a leading university
Excellent command of Microsoft Word, Excel and PowerPoint
Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.
FINRA Series 79 (or 7) and Series 63 and /or willingness to obtain licenses in a short timeframe

Job Responsibility

Assists in the evaluation and execution of assigned investment transactions, including M&A, securities issuance, capital restructuring, etc.
Provides financial analysis reports for investment transactions
Prepares marketing documentation such as pitch materials and board and management presentations
Drafts memorandums and road show presentations for client companies
Working with Managing Directors, Vice Presidents, Associates within the Debt Capital Markets, Equity Capital Markets and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to develop new business ideas, pitch strategies or transaction financing scenarios
Performing extensive financial statement modeling for a variety of transaction scenarios
Conducting comprehensive company and industry research
Analyzing financial model output and client information to prioritize data and present conclusions for discussion purposes
Coordinating with senior bankers to provide indicative transaction structure and pricing guidance based on financial model and comparable transaction analysis
Preparing pitch materials for client meetings

What we offer

comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

Accountant Senior - Investments

Performs complex accounting processes, creates budgets and pro formas for design...

Location

United States , Tucson

Salary:

Not provided

Tucson Medical Center

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting or Finance
Four (4) - six (6) years years accounting, investment analysis and/or auditing experience
Ability to create, interpret, and work with financial data
Ability to define problems, draw valid conclusions, and present resolution
Knowledge of and ability to improve processes and policy
Display advanced skills including organizing tasks, providing written and verbal communication, researching records and reports, use of computer applications and systems to include: Word, EXCEL, Outlook and accounting software

Job Responsibility

Performs complex accounting processes, creates budgets and pro formas
Responsible for analyzing and reporting the organizations investments with portfolio in accordance with GAAP, regulatory requirements and internal policy
Responsible for accurate accounting for investment transactions, supports financial audits and collaborate with Treasury and other finance teams as well as the external investment managers
Evaluates processes and provides recommendations regarding internal control or process efficiency
Understands complex accounting issues and can make recommendations regarding correct Generally Accepted Accounting Principles (GAAP) treatment
Analyzes business operations and provides consultation for optimum system utilization
Sr. Accounting Analyst will assist also be responsible for other accounting related activities and responsibilities in month-end close
Works effectively with all levels within the organization
acts as a liaison with staff to assess their needs and provide information and support as needed
Advise and support team members to set priorities and utilize problem-solving techniques

Fulltime

Project Associate/Senior Project Associate – Planning, Engagement, and Design

We are seeking an entry-to-mid-level Planning & Design Project Associate or Seni...

Location

United States , Berkeley or Sacramento

Salary:

32.00 - 38.00 USD / Hour

MIG

Expiration Date

Until further notice

Requirements

Bachelor’s degree in urban planning, public policy, or a related field
At least one year of relevant work experience (internships OK) for a Project Associate
At least three years of relevant experience for a Senior Project Associate in land use planning, urban planning, urban design, policy, community engagement, master planning or a closely related field
Ability to produce high-quality work products, including planning documents, graphics, maps, and charts
Excellent skills in research, writing, analysis, document presentation, and written and verbal communication
Knowledge and demonstrated interest in the intersection of design, planning, and equity
Knowledge about the principles and practices of land use planning at the city, county, regional, and state level
Software proficiency in Microsoft Office and Adobe Creative Suite is required
Willingness and initiative to pitch in, adapt, and collaborate as a teammate
Confident presentation and public speaking skills in both small and large group discussions

Job Responsibility

Work as part of a supportive, cross-office, cross-discipline team that plans and designs with communities
Support a team of planners, designers, and project managers in all aspects of project design and implementation
Support with community engagement and meeting design, preparation, logistics, and facilitation
Research and analysis
Technical and policy writing
Creation of highly visual materials, reports, and/or summaries
Content analysis
Project administration
Client interaction
Work on comprehensive, specific, downtown, and corridor plans

What we offer

Flexible work schedule
Rewarding work environment
Creative atmosphere that allows for professional development and career advancement opportunities
Comprehensive benefits program including paid time off (PTO)
10 paid holidays
Medical, dental, vision, FSA, and HRA with employer contributions
401K matching
Eligibility for overtime pay

Fulltime

Equity Research Associate, Software

Wells Fargo

Location:
United States , New York

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
April 24, 2026

Expiration:
May 06, 2026

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Equity Research Associate, Software

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Location:United States , New York

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Job Description:

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