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.