What are the responsibilities and job description for the Senior Equity Analyst position at Lensa?
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About This Role
Wells Fargo is seeking a Senior Equity Analyst in Wealth and Investment Management. Learn more about our career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .
The Senior Analyst will partner with other investment analysts and strategists to help formulate asset allocation guidance, track performance of model portfolios, and contribute to a variety of reports for internal and external audiences. These reports will focus on equities but may cover topics such as politics, public policies, the economy, financial markets, and market risk and their impact on portfolio guidance. The senior analyst also will help develop charts and may assist in portfolio optimization and other quantitative analysis.
The senior analyst must have strong analytical, technical, written and verbal communication skills, as he or she also will help prepare and may present the team's analysis and recommendations to various audiences. They will also need to demonstrate an ability to work effectively on a team in a decentralized model.
In This Role, You Will
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$100,000.00 - $179,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.
10 Jan 2026
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants With Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.
Wells Fargo Recruitment And Hiring Requirements
If you have questions about this posting, please contact support@lensa.com
About This Role
Wells Fargo is seeking a Senior Equity Analyst in Wealth and Investment Management. Learn more about our career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .
The Senior Analyst will partner with other investment analysts and strategists to help formulate asset allocation guidance, track performance of model portfolios, and contribute to a variety of reports for internal and external audiences. These reports will focus on equities but may cover topics such as politics, public policies, the economy, financial markets, and market risk and their impact on portfolio guidance. The senior analyst also will help develop charts and may assist in portfolio optimization and other quantitative analysis.
The senior analyst must have strong analytical, technical, written and verbal communication skills, as he or she also will help prepare and may present the team's analysis and recommendations to various audiences. They will also need to demonstrate an ability to work effectively on a team in a decentralized model.
In This Role, You Will
- Support the Investment Strategists in performing economic and market evaluation
- Develop strategies that entail the evaluation of investment positioning and risk scenarios
- Forecast market changes and other models or quantitative examination to support investment positioning
- Lead the development of strategies for use across lines of business
- Partner with investment strategists to present written evaluation and charts including client approved publications
- 4 years of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Bachelor's Degree or higher
- CFA or demonstrated progress towards preferred
- Excellent verbal, written, and interpersonal communication skills
- Experience presenting information in a manner that persuades, educates, and enhances understanding at all levels
- Experience simplifying complex topics for retail investors and their investment professionals.
- Strong quantitative skills
- Experience with television and print media
- Demonstrated success in unstructured and stressful situations
- This position is not eligible for Visa sponsorship
- This position offers a hybrid work schedule
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$100,000.00 - $179,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
10 Jan 2026
- Job posting may come down early due to volume of applicants.
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants With Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.
Wells Fargo Recruitment And Hiring Requirements
- Third-Party recordings are prohibited unless authorized by Wells Fargo.
- Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
If you have questions about this posting, please contact support@lensa.com
Salary : $100,000 - $179,000