Wells Fargo

Equity Research Associate, Mid-Cap Bank

Wells Fargo • $143K — $224K *
New York, NY 10025In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 2+ years of Securities Research experience or equivalent through training, military experience, or education
  • BS/BA or higher
  • Direct experience in the Mid-Cap Bank sector or prior equity research coverage
  • Advanced skills in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Knowledge of financial statement analysis and accounting principles
  • Familiarity with investment tools like Bloomberg or FactSet
  • Strong written and oral communication skills

Responsibilities

  • Demonstrate expertise in the Mid-Cap Bank sector and industry dynamics
  • Analyze financial statements and market data
  • Create and update financial models and databases
  • Co-author research content with the Senior Analyst
  • Attend industry events and build relationships
  • Communicate research findings to various stakeholders
  • Collaborate with peers for cross-sector research generation

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance and critical illness insurance
  • Parental and critical caregiving leave
  • Discounts and savings programs
  • Commuter benefits
  • Tuition reimbursement and scholarships for dependents
  • Adoption reimbursement
Full Job Description
About this role:

Wells Fargo is seeking an Equity Research Associate for the Mid-Cap Bank sector in Corporate & Investment Banking as part of Markets. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role, you will:
  • Demonstrate strong subject matter expertise within the Mid-Cap Bank sector, with a solid understanding of key companies and industry dynamics
  • Conduct rigorous analysis of financial statements and industry, company, and market data sets
  • Create and update financial models and databases
  • Author, with Senior Analyst, differentiated research content on companies and industry themes
  • Attend company and industry events; cultivate relationships with covered companies and industry contacts
  • Communicate research conclusions to internal and external constituents
  • Collaborate with research peers to support the generation of cross-sector research content
  • 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:
  • A BS/BA or higher
  • Direct experience in the Mid-Cap Bank sector or prior equity research coverage of this industry
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
  • 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 10% travel
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Securities Industry Essentials (SIE), Series 63 (or 66), 86, and 87 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Registration for FINRA Series 65 or 66 must be completed prior to conducting Investment Advisory business. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
  • This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.


Posting Locations:
  • 150 E 42nd St. - New York, New York 10017


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

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • 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


Posting End Date:

27 Aug 2026
*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Finance & Insurance
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ
WFC
* Ladders Estimates

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