Equity Research Associate, Business & Information Services
Wells Fargo
- Location
- NEW YORK, NY
- Work model
- On-Site
- Level
- Entry
- Posted
- Aug 27, 2026
About this role
Wells Fargo 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. 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. About this role: Wells Fargo is seeking an Equity Research Associate for the Business & Information Services 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 Business & Information Services 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 Business & Information Services 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