Wells Fargo
Equity Research Associate, Software - Small & Mid-Cap
$143K–$224K
NEW YORK, NY · Full-time · Posted Oct 27, 2026
- Experience
- 2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
- Education
- BS/BA or higher is desired.
About the job
Conducts equity research on small- and mid-cap software companies, including financial analysis, modeling, research writing, and communication of investment conclusions.
What you'll do
- Analyze financial statements and industry, company, and market data; create and update financial models and databases.
- Author differentiated research on companies and industry themes with the Senior Analyst.
- Attend company and industry events, develop industry relationships, and communicate research conclusions to internal and external audiences.
What they ask for
- 2+ years of Securities Research experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Obtain and/or maintain required FINRA licenses for ongoing employment; required exams must be completed within the stated 90- or 180-day period if not transferable upon hire.
- Pass a FINRA background check prior to hire and meet ongoing regulatory obligations.
Nice to have
- BS/BA or higher.
- Direct experience in the Software, Small and Mid-Cap sector or prior equity research coverage of this industry.
Pay
$143,000.00 - $224,000.00 USD base salary
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, Bloomberg, FactSet
Model-written summary · the original posting is authoritative