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About the Role

Wells Fargo is seeking an Equity Research, Senior Analyst – REITs. This role involves developing expertise on companies in the REITs sector, writing research reports, and creating financial models.

Responsibilities

• Develop expertise on companies in the REITs 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.

Requirements

• 7+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Direct buy or sell-side experience of 7+ years as lead analyst covering REITs 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 skill.
• Registration for FINRA SIE must be completed within 180 days of hire date if it is not available for transfer upon hire.
• 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.
• Registration for FINRA Series 86 must be completed within 180 days of hire date if it is not available for transfer upon hire.
• Registration for FINRA Series 87 must be completed within 180 days of hire date if it is not available for transfer upon hire.
• Candidates must successfully complete and pass a background check prior to hire.
• Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
• They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
• There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Skills

• REITs sector expertise
• Financial modeling
• Financial statement analysis
• Accounting principles
• Bloomberg
• FactSet
• Microsoft Excel
• Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Written communication
• Oral communication

Location

• 150 E 42nd Street, New York, NY 10017

Work Type

• Full-time
• Onsite

Experience Level

• Senior
• 7+ years

Education Level

• BS/BA or higher

Salary/Compensations

• $215,000.00 - $355,000.00

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

About the Company

• 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.
• Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading.
• Wells Fargo maintains a drug free workplace.

Equal Opportunity

• Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
• To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.