Wells Fargo ยท 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 to formulate asset allocation guidance, track model portfolio performance, and contribute to reports focusing on equities and their impact on portfolio guidance.
BankingFinancial ServicesFinTechInsurancePayments
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
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
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
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