Wells Fargo Equity Research Senior Analyst - Machinery Engineering & Construction 

United States, New York, New York 

857906305

About this role:

Wells Fargo is seeking an Equity Research, Managing Director. In this position you will provide primary equity research coverage of the Machinery and Engineering & Construction sector. Primary responsibilities include both managing and conducting the fundamental equity research process for the purpose of providing differentiated industry and stock-specific content, including building and maintaining financial estimates and stock recommendations for our institutional investor client base. Critical to the role will be communicating research findings to both internal stakeholders and our external client base via consistent dialogue and live meetings. The Senior Analyst will need to build strong relationships not only with Equity Research colleagues, but also with Equity Sales, Cash Trading, Derivatives, Wealth Management, and others.

In this role, you will:

It all begins with you.

The Senior Analyst will:

• Develop expertise on companies in the Machinery and Engineering & Construction 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

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Required Qualifications:

• 8+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience

Desired Qualifications:

• BS/BA or higher
• Direct sell-side experience of 10+ years as lead analyst covering Machinery and Engineering & Construction 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

Job Expectations:

• Up to 20% travel
• Registration for FINRA SIE must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series 63 (or 66) must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series 86 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series 87 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

Posting Location:

• 150 E 42nd Street, New York, NY

Pay Range

$249,500.00 - $518,300.00

19 Feb 2025

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.