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Portfolio Analyst FI 3

Company: Wells Fargo
Location: San Francisco
Posted on: May 20, 2019

Job Description:

Job DescriptionAt Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. Were looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where youll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, and both individual and institutional retirement.

Wells Fargo Asset Management (WFAM) brings together a strategic balance of investment capabilities to serve the investment needs of our clients worldwide: institutions, financial advisors, and individuals. Wells Capital Management is a registered investment advisor and a dedicated institutional asset manager within the WFAM umbrella. Our mission is to deliver superior investment service to our institutional clients globally.

The Research Analyst will take the primary analytical responsibility for a variety of industries and companies in which Wells Fargo Asset Management currently invests or is likely to take a position. The analyst will utilize fundamental research skills, including business risk analysis and financial ratio analysis, which will then be overlaid with relative value considerations to produce trade recommendations for Portfolio Managers and traders. The analysts coverage will include investment grade and select crossover issuers, both in developed and developing markets.

The analyst also will be expected to take the lead role on various ad-hoc projects, participate in meetings with a management teams and as requested, periodically meet with clients, prospects and consultants. (Note: In addition to these functions employees are required to carry out such other duties as may reasonably be required.)

Responsibilities:


  • Analyze companies within specific industries with respect to firm specific operational and financial performance
  • Assess broad industry trends such as shifts in competition, regulation and legislation, and/or general market dynamics with a view towards investment implications
  • Build and maintain financial and ratio analyses
  • Attend company and industry presentations
  • Establish and build relationships with sell-side contacts and other market participants such as rating agency analysts
  • Produce both written and verbal research to support trade recommendations
  • Participate in a various team meetings
  • Work with portfolio managers, traders and other research analysts on ad hoc projects as appropriate
  • Represent Wells Fargo Asset Managements research capabilities at client, prospect and/or consultant meetings


    Required Qualifications

    • 4+ years of investment research experience

      Desired Qualifications

      • Research experience
      • Excellent verbal, written, and interpersonal communication skills
      • Strong independent thinking skills
      • Effective organizational, multi tasking, and prioritizing skills
      • Ability to work in a fast-paced deadline driven environment
      • Ability to provide unique and differentiated insight for industries under coverage
      • Ability to work effectively, as well as independently, in a team environment

        Other Desired Qualifications


        • Ability to organize and manage multiple priorities and achieve results
        • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
        • BS/BA degree, and ideally should have attained the right to use the CFA designation or be working towards a CFA
        • 4+ years relevant industry experience in credit or equity research
        • Ability to analyze companies from a fundamental and financial perspective, including the ability to independently construct financial models and comparative analyses
        • Ability to understand, analyze and communicate key differentiating factors within corporate bond documentation and capital structures (e.g. subordination, covenant restrictions, negative pledges, etc.)
        • Understanding of bond pricing, general market technicals and relative value drivers
        • Ability to lead meetings with issuers and regulators while displaying professionalism in all dealings with external counterparties (including clients)
        • Effectively communicate credit recommendations and trade ideas to portfolio managers and traders (via verbal and written material)
        • Proficient in the use of Excel, Bloomberg and market-relevant technologies
        • Ability to work independently; self-motivated


          Job Expectations

          • Ability to travel up to 10% of the time

            DisclaimerAll 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.

Keywords: Wells Fargo, San Francisco , Portfolio Analyst FI 3, Professions , San Francisco, California

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