Senior Equity Analyst jobs in United States
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Wells Fargo · 1 day ago

Senior Equity Analyst

Wells Fargo is seeking a Senior Equity Analyst in Wealth and Investment Management. The Senior Analyst will partner with investment analysts and strategists to formulate asset allocation guidance, track model portfolio performance, and contribute to reports focusing on equities and market impacts.

BankingFinancial ServicesFinTechInsurancePayments
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Responsibilities

Support the Investment Strategists in performing economic and market evaluation
Develop strategies that entail the evaluation of investment positioning and risk scenarios
Forecast market changes and other models or quantitative examination to support investment positioning
Lead the development of strategies for use across lines of business
Partner with investment strategists to present written evaluation and charts including client approved publications

Qualification

Wealth Investment SolutionsCFAQuantitative skillsAnalytical skillsStress managementCommunication skillsTeamworkPresentation skills

Required

4+ years of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Preferred

Bachelor's Degree or higher
CFA or demonstrated progress towards preferred
Excellent verbal, written, and interpersonal communication skills
Experience presenting information in a manner that persuades, educates, and enhances understanding at all levels
Experience simplifying complex topics for retail investors and their investment professionals
Strong quantitative skills
Experience with television and print media
Demonstrated success in unstructured and stressful situations

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

Company

Wells Fargo

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Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-10-06IPO

Leadership Team

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Charlie Scharf
CEO
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Fernando Rivas
CEO of Corporate & Investment Banking
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Company data provided by crunchbase