Associate, Equity Research - Healthcare Services

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

About this role:

Wells Fargo is seeking an experienced Associate to join our Equity Research team with a focus on  Healthcare Services.  

The Associate will partner with the Senior Analyst covering the Healthcare Services sector. 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 estimates, maintaining financial databases, and writing reports on companies under coverage and key industry themes. The Associate 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:

• Develop expertise on companies in the Healthcare Services 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

  
Required Qualifications:

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

Desired Qualifications:

• BS/BA or higher
• Direct experience within the industry or equity research industry specific sector – Healthcare Services.
• 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
• Advanced Microsoft Excel skills, including high level of proficiency in modeling
• Strong writing skills and attention to detail
• Strong, clear and concise written and oral communication skills

Job Expectations:

• Up to 10% 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 Locations: 

• 150 East 42nd St. - New York, New York 10001

Pay Range: 

New York City-Pay Range: $155,000 - $155,000

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$143,000.00 - $224,000.00