Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.
At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wealth and Investment Management (WIM) is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by building enduring client relationships through sound, thoughtful, and objective advice. Developing individualized plans for clients to help meet their financial objectives. Helping clients build, manage, preserve, and transition their financial resources and wealth.
At Wells Fargo Asset Management, we put the client at the center of everything we do. Our commitment: Help clients achieve what matters most to them on their path to financial well-being. We do this by channeling the collective wisdom of our specialized investment teams (backed by over 500 investment professionals) into solutions designed to help meet clients' goals.
We place a relentless focus on pursuing consistent and positive risk-adjusted returns, with the support of our independent risk management teams. Together, we strive to help our clients build portfolios aimed at generating successful outcomes and defending them against uncertainty.
With more than $607 billion in assets under management and offices around the world, Wells Fargo Asset Management has the resources and reach to help clients across the globe—be it institutions or intermediaries whose focus on the client is akin to our own.
The Heritage Growth Equity Team at Wells Fargo Asset Management is seeking to hire an equity research analyst.
Conducts research for the Heritage Growth Equity Team. Applies the team's pure growth research approach of Robust, Sustainable, and Under-appreciated to analyze individual stocks. Based on findings, makes buy, sell, and hold recommendations.
Responsibilities include, but not limited to:
Performing comprehensive and in-depth company and industry research to identify attractive investment opportunities using a myriad of resources, internal and external
Understanding and presenting company key issues and catalysts efficiently to optimize the portfolio management process
Providing timely recommendations to portfolio managers with the goal of achieving excellent, consistent investment performance (exceeding relative benchmarks and peer groups)
Constructing and maintaining financial models to identify under-appreciated aspects of company fundamentals
Developing relationships with company management teams, investor relations personnel, and sell-side analysts
Demonstrating consistent outstanding teamwork and communication within the Heritage Growth Equity team and throughout WellsCap
3+ years of equity investment research experience
Ability to provide unique and differentiated insight for industries under coverage
Excellent verbal, written, and interpersonal communication skills
Strong organizational, multi tasking, and prioritizing skills
Ability to work effectively, as well as independently, in a team environment
Ability to meet stringent deadlines
Knowledge and understanding of security selection and research
Strong independent thinking skills
An active Chartered Financial Analyst (CFA) designation
Financial modeling experience
Other Desired Qualifications
3+ years demonstrated experience with fundamental research and valuation skills analyzing companies
Technology and health care sector, a bonus
Passion for analysis; winning attitude; entrepreneurial approach; high energy level and professional dedication
Ability to travel up to 10% of the time
WI-Menomonee Falls: 100 Heritage Reserve - Menomonee Falls, WI
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7,400 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 32 countries and territories to support customers who conduct business in the global economy. With approximately 260,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 29 on Fortune’s 2019 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
www.wellsfargo.com | Twitter: @WellsFargo