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Wells Fargo · 5 days ago

Equity Research, Junior Analyst - Insurance

NEW YORK, NY

Full-time

Onsite

New Grad, Entry Level

$104K/yr - $168K/yr

0+ years exp

Wells Fargo is a leading financial services company, and they are seeking a Junior Analyst for their Equity Research team focused on the Insurance sector. In this role, the analyst will conduct fundamental equity research, build financial forecasts, and communicate findings to institutional investors while collaborating with various internal teams.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Demonstrate subject matter knowledge within the Insurance 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

Financial modelingEquity researchFinancial statement analysisMicrosoft ExcelInvestment tools knowledgeAccounting principles knowledgeCommunication skillsTeam collaborationAttention to detail

Required

6+ months of Securities Investment research, financial services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Preferred

A BS/BA or higher with an Accounting focus

6+ months direct experience within the industry or equity research industry specific sector - Insurance

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