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Wells Fargo · 2 days ago

Equity Research, Associate – Aerospace and Defense

NEW YORK, NY

Full-time

Onsite

Entry, Mid Level

$143K/yr - $224K/yr

2+ years exp

Wells Fargo is seeking an Equity Research, Associate in CIB to join our Aerospace & Defense group within Markets. The role involves conducting fundamental equity research, building financial forecasts, and maintaining stock recommendations for institutional investors while effectively communicating findings to stakeholders.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Demonstrate subject matter knowledge within the Aerospace & Defense sector and a strong understanding of the companies within the sector

Conduct rigorous analysis of financial statements and industry, company, and market data sets

Create and update financial models and databases

Author, with Senior Analyst, differentiated research content on companies and industry themes

Attend company and industry events; cultivate relationships with covered companies and industry contacts

Communicate research conclusions to internal and external constituents

Collaborate with research peers to support the generation of cross-sector research content

Strong, clear and concise written and oral communication skills

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

Qualification

Securities Research experienceFinancial modelingFinancial statement analysisAerospace & Defense knowledgeInvestment tools knowledgeAdvanced Microsoft ExcelWritten communication skillsOral communication skillsTeam collaboration

Required

2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Preferred

A BS/BA degree or higher

Direct experience within the industry or equity research industry specific sector - Aerospace & Defense

Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

Ability to work effectively, as well as independently, in a team environment

Advanced Microsoft Excel skills, including high level of proficiency in modeling

Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

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 application

Strong, clear and concise written and oral communication skills with attention to detail