Wells Fargo · 8 hours ago
Equity Research, Senior Analyst - Mid Cap Banks
New York, NY
Full-time
Onsite
Senior Level
$215K/yr - $355K/yr
6+ years expWells Fargo is a leading financial services company that provides a comprehensive suite of banking, capital markets, and advisory solutions. They are seeking an Equity Research, Senior Analyst for Mid Cap Banks to manage and conduct fundamental equity research, build financial models, and communicate findings to stakeholders and clients.
FinanceBankingFinTechPaymentsProperty & Casualty InsuranceFinancial ServicesInsurance
Responsibilities
Provide primary equity research coverage of the Mid Cap Banks sector
Write research reports on key company updates and industry themes
Create and update financial models and databases
Attend company and industry events; cultivate relationships with covered companies and industry contacts
Communicate team views on covered companies with internal and external constituents
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
6+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of management or leadership experience
Preferred
BS/BA or higher
Direct sell-side experience of 10+ years as lead analyst covering Mid Cap Bank stocks
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
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-02-11
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-02-11
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