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Wells Fargo · 22 hours ago

Equity Research, Vice President - Retailing, Specialty Softlines and E-commerce

NEW YORK, NY

Full-time

Onsite

Mid, Senior Level

$191K/yr - $305K/yr

5+ years exp

Wells Fargo is a leading financial services company seeking an Equity Research Vice President specializing in Retailing, Specialty Softlines, and E-commerce. The role involves conducting in-depth equity research, building financial forecasts, and communicating findings to institutional investors while fostering strong relationships across various departments.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Conducting the fundamental equity research process for the purpose of providing differentiated industry and stock-specific content, including building and maintaining financial forecasts and stock recommendations for our institutional investor client base

Communicating research findings to both internal stakeholders and our institutional investor client base via consistent dialogue

Building strong relationships not only with Equity Research colleagues, but also with Equity Sales, Cash Trading, Derivatives, Wealth Management, and others

Demonstrating subject matter knowledge within the Retailing, Specialty Softlines and E-commerce sector and a strong understanding of the companies within the sector

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

Creating and updating financial models and databases

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

Attending company and industry events; cultivating relationships with covered companies and industry contacts

Communicating research conclusions to internal and external constituents

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

Exercising independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Collaborating and consulting with peers, colleagues and managers to resolve issues and achieve goals

Qualification

Equity Research experienceFinancial modelingFinancial statement analysisRetailing sector knowledgeInvestment tools knowledgeAdvanced Microsoft ExcelWritten communication skillsOral communication skillsTeam collaborationAttention to detail

Required

5+ 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 or higher

Direct experience within the industry or equity research industry specific sector - Retailing, Specialty Softlines and E-commerce

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

Strong writing skills and attention to detail

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