Wells Fargo · 1 week ago
Equity Research, Vice President - Machinery, Industrials & Environmental Services
NEW YORK, NY
Full-time
Onsite
Mid, Senior Level
$191K/yr - $305K/yr
5+ years expWells Fargo is a comprehensive banking and investment services company, and they are seeking a Vice President for their Equity Research team specializing in Machinery, Industrials & Environmental Services. The role involves conducting fundamental equity research, building financial forecasts, and communicating findings to institutional investors while collaborating with various internal teams.
BankingFinancial ServicesFinTechInsurancePayments
Responsibilities
Primary responsibilities include 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
Critical to the role will be communicating research findings to both internal stakeholders and our institutional investor client base via consistent dialogue
The Vice President will build strong relationships not only with Equity Research colleagues, but also with Equity Sales, Cash Trading, Derivatives, Wealth Management, and others
Demonstrate subject matter knowledge within the Machinery, Industrials & Environmental Services 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
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 - Machinery, Industrials & Environmental Services
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
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.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-24
2026-01-23
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