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WFS - Equity Research Associate - Lodging

Company: Wells Fargo
Location: Dallas
Posted on: April 10, 2021

Job Description:

Job DescriptionImportant 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 are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.Equity Research Associate - LodgingIn this position you will work as part of a team with the Senior Analyst covering the Lodging sector. Specific responsibilities include creating, updating, and maintaining financial models, writing company and industry reports, conducting fundamental research, maintaining and analyzing database information, and communicating with clients, internal constituents and senior management.**This candidate must reside in an EST or CST time zone to be considered with the ability to telecommute.This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidentsEmployees 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.Required Qualifications

  • 3+ years of capital markets industry experience, financial services industry research experience, or a combination of bothDesired Qualifications
    • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
    • Advanced Microsoft Excel skills, including high level of proficiency in modeling
    • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
    • 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 skillsOther Desired Qualifications
      • 2+ years direct experience within the industry or equity research
      • Highly detailed oriented.Job Expectations
        • Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
        • Ability to travel up to 10% of the time
        • Registration for Securities Industry Essentials (SIE) exam must be completed within 90 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 90 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 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be acceptedStreet AddressNY-New York: 30 Hudson Yards - New York, NYMA-Boston: 125 High Street - Boston, MAMN-Minneapolis: 550 South 4th St - Minneapolis, MNTX-DAL-North Dallas: 12900 Preston Rd - Dallas, TXFL-North Miami: 12700 Biscayne Blvd - North Miami, FLDisclaimerAll 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.Benefits SummaryBenefits Visit for benefits information.

Keywords: Wells Fargo, Dallas , WFS - Equity Research Associate - Lodging, Accounting, Auditing , Dallas, Texas

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