Portfolio Analyst FI 2

  • Company: Wells Fargo
  • Location: Menomonee Falls, Wisconsin
  • Posted: August 26, 2017
  • Reference ID: 5352548-1
Job Description

Let’s talk about building a rewarding career

It starts with you. Our goal is to attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization.

Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune’s 2015 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.

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 Capital 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 analyst’s 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.)


  • 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 Capital Management’s research capabilities at client, prospect and/or consultant meetings
Required Qualifications

  • 3+ years of investment research experience

Desired Qualifications

  • Research experience
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to organize and manage multiple priorities and achieve results
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
  • Ability to work effectively as a team player with ability to support team in achieving group goals
  • Ability to provide unique and differentiated insight for industries under coverage

Other Desired Qualifications
  • The candidate will be degree qualified, and ideally should have attained the right to use the CFA designation or be working towards a CFA
  • Minimum of three 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
  • Capacity to exercise judgement in time management and prioritization of work

    All 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.

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