Hybrid Senior Equity Analyst

Posted last week

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About the role

  • Senior Equity Analyst evaluating investment strategies for wealth management at Wells Fargo. Collaborating with investment strategists to enhance portfolio guidance based on market insights.

Responsibilities

  • Support the Investment Strategists in performing economic and market evaluation
  • Develop strategies that entail the evaluation of investment positioning and risk scenarios
  • Forecast market changes and other models or quantitative examination to support investment positioning
  • Lead the development of strategies for use across lines of business
  • Partner with investment strategists to present written evaluation and charts including client approved publications

Requirements

  • 4+ years of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Bachelor’s Degree or higher
  • CFA or demonstrated progress towards preferred
  • Excellent verbal, written, and interpersonal communication skills
  • Experience presenting information in a manner that persuades, educates, and enhances understanding at all levels
  • Experience simplifying complex topics for retail investors and their investment professionals.
  • Strong quantitative skills
  • Experience with television and print media
  • Demonstrated success in unstructured and stressful situations

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

Job title

Senior Equity Analyst

Job type

Experience level

Senior

Salary

$100,000 - $179,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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