Executive Director, Equity Research – Large Cap Internet

This is a fully remote position, open to applicants in Virginia.

📋 Description

• Perform fundamental equity research to deliver unique industry- and stock-specific insights.

• Develop and uphold financial forecasts and stock recommendations tailored for institutional investor clients.

• Share research outcomes through regular communication with both internal stakeholders and institutional investor clients.

• Foster relationships with colleagues in Equity Research, Equity Sales, Cash Trading, Derivatives, Wealth Management, and other departments.

• Exhibit expertise in the Internet sector and its related companies.

• Evaluate financial statements along with industry, company, and market data.

• Create and refresh financial models and databases.

• Co-author unique research content with the Senior Analyst focused on companies and industry trends.

• Attend industry and company events while building connections with covered companies and industry contacts.

• Present research conclusions to both internal and external stakeholders.

• Collaborate with fellow researchers on cross-sector research initiatives.

• Utilize independent judgment and work alongside peers, colleagues, and managers to address challenges and meet objectives.

• Adhere to Wells Fargo's risk, compliance, governance, monitoring, escalation, and remediation protocols.

⛳️ Requirements

• Over 7 years of experience in Securities Research or equivalent demonstrated through work experience, training, military service, or education.

• A Bachelor's degree (BS/BA) or higher is preferred.

• Direct experience in the Internet sector or equity research within a specific industry sector.

• Proven ability to work efficiently in a team setting and across all levels of the organization.

• Capability to work independently while being an effective team member.

• Advanced skills in Microsoft Excel, particularly in financial modeling.

• Proficient in Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint.

• Strong writing abilities and meticulous attention to detail.

• Knowledge and comprehension of financial statement analysis.

• Understanding of accounting principles relevant to the capital markets industry.

• Familiarity with investment tools such as Bloomberg or FactSet.

• Excellent written and verbal communication skills that are clear and concise.

• Completion of FINRA SIE, Series 63, 86, and 87 exams, or their equivalents, is required within 90 or 180 days post-employment if not immediately transferable.

• Compliance with state law registration and licensing requirements.

• Additional product licenses or SAFE licensing may be required.

• Must meet enhanced financial fitness and criminal background standards.

• Successful completion of a background check is necessary before hiring.

• Adherence to ongoing regulatory obligations, periodic screening, and mandatory reporting is expected.

• Willingness to travel up to 10% of the time.

🏝️ 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 opportunities.

• Commuter benefits.

• Tuition reimbursement.

• Scholarships for dependent children.

• Adoption reimbursement.

• Potential incentive opportunities may be available.