Thursday, February 13, 2014

Senior Equity Portfolio Analyst 2, Wells Fargo (MetWest Capital) - Newport Beach, CA

Senior Equity Portfolio Analyst 2, Wells Fargo (MetWest Capital) - Newport Beach, CA           
(Job ID 3839983)            
Requisition Number:  3839983

Job Description
This position is within Wells Fargo Asset Management (WFAM) - Metropolitan West Capital Management (MetWest Capital). We are seeking an Equity Analyst with experience in the Technology sector.

MetWest Capital s Large-Cap and Global Intrinsic Value strategies manage approximately $11 billion in assets and have generated solid long-term track records. The firm is wholly owned by Wells Fargo and operates within Wells Capital Management s line of business. Wells Capital Management has over $300 billion assets under management and operates 25 boutique investment teams.

The team s philosophy is one of bottom-up, long-term focus, fundamental value investing. The team s analysts provide long-term analysis on the companies in their sector, and possess extensive knowledge and experience in financial statement analysis and valuation. Analysts are responsible for providing fact-based information about individual companies and industries in their sector(s) and a company s competitive position within its industry.

Additional responsibilities include, but may not be limited to:
- Identify and present long-term analysis and overviews for a particular company or industry.
- Communicate findings in written and verbal form through full reports, summary notes and both formal presentations and informal meetings.
- Team player; ability to take direction as well as pursue independent investigation.

Basic Qualifications
8+ years investment research experience.

Minimum Qualifications
Demonstrated success with stock selection and research experience. Ability to provide unique and differentiated insight for industries under coverage; independent thinker. Ability to function independently; self-starter able to hit ground running in high-impact position. Strong organizational and communications skills; team player.
- 3+ years financial analysis experience.
- Experience analyzing U.S. and international technology companies.

Preferred Skills
- Experience in buy side equity research; those with sell side research, or investment banking experience will also be considered.
- MBA degree.
- 3+ years financial analysis experience (post MBA).
- Strong written and oral communication skills.
- High personal and professional integrity with an extremely strong work ethic.
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