Wells Fargo is seeking a Senior Research Analyst – Investment Stewardship (Senior Retail Investment Research Analyst) to join the Wells Fargo Investment Institute (WFII) as part of Wealth & Investment Management (WIM). Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
- Help lead effort to develop proxy voting policies and guidelines in conjunction with Investment, Compliance, Risk, Legal, Business teams, and third-party vendor support
- Research and provide recommendations on proxy proposals
- Work with internal groups and third-party systems and services to develop and support ongoing proxy voting operations and required internal and client reporting
- Develop expertise in third-party vendor platforms and proxy voting infrastructure and administration to address problems that may arise in the submission of proxy votes
- Develop and implement standardized controls and reconciliation processes to ensure flawless execution of processes and procedures and that all regulatory and client obligations are met
- Oversee and execute processes focused on developing policies and enacting decisions that are in the best interests of clients in seeking to enhance shareholder value and require strong investment and business policy acumen
Required Qualifications:
- 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 2+ years working experience in investment stewardship research, engagement, analysis, and proxy voting
- Demonstrated ability to build successful partnerships with internal investment teams and third-party vendors
- Prior working knowledge of Environmental, Social and Governance (ESG) principles and proxy proposals
- Proficient working knowledge of MS Office Suite
- Master’s degree or CFA (Chartered Financial Analyst)
- Demonstrated ability to communicate effectively with internal compliance and risk teams, and externally with third-party service providers
Job Expectations:
- This position is not eligible for Visa sponsorship
- This position offers a hybrid work schedule
- Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Work Location:
- 2801 North Market Street – St. Louis, MO 63103
Posting End Date: 13 Jul 2025
