Fundamental Equity Strategy, Wells Fargo

Wells Fargo

Location:
United States, New York

Category:
Finance

Contract Type:
Employment contract

Salary:

133300.00 - 237100.00 USD / Year

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Job Description:

Wells Fargo is seeking a Fundamental Equity Strategy, Associate. The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

Job Responsibility:

Conduct and author equity strategy research around both macroeconomic and industry-specific themes, trends, etc.
Create and maintain bottoms-up and top-down earnings models for relevant equity indices
Develop and maintain forecasts for relevant equity indices, including sector weightings
Collaborate with fundamental equity research teams in order to help drive more insightful sector and company-specific content across the department
Communicate research conclusions with internal and external constituents
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
Develop and guide a culture of talent development to meet business objectives and strategy

Requirements:

2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
BS/BA or higher
2+ years direct experience as an Investment/Macros Strategist on the sell side
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Advanced Microsoft Excel skills, including high level of proficiency in modeling
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Strong writing skills and attention to detail
Knowledge and understanding of macroeconomic data and market conditions
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

Nice to have:

BS/BA or higher
2+ years direct experience as an Investment/Macros Strategist on the sell side
Knowledge and understanding of investment tools such as Bloomberg or FactSet application

What we offer:

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

Additional Information:

Job Posted:
April 25, 2025

Expiration:
April 30, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Fundamental Equity Strategy