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Wells Fargo · 6 days 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, and they are seeking an Equity Research Vice President specializing in Retailing, Specialty Softlines, and E-commerce. The role involves conducting fundamental equity research, building financial forecasts, and communicating findings to institutional investors while collaborating with various stakeholders.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Demonstrate subject matter knowledge within the Retailing, Specialty Softlines and E-commerce 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

Equity ResearchFinancial ModelingFinancial Statement AnalysisMicrosoft ExcelBloombergAccounting PrinciplesWritten CommunicationOral CommunicationTeam Collaboration

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