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Senior Research Analyst - Investment Stewardship (Proxy Voting)

Wells Fargo Bank

  • St Louis, Missouri
  • 11 days ago
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    Skills

    • Analysis Skillsunmatched
    • Chartered Financial Analyst (CFA)unmatched
    • Communication Skillsunmatched
    • Credit Riskunmatched
    • Customer Relationsunmatched
    • Financial Operationsunmatched
    • Investment Analysisunmatched
    • Investment Managementunmatched
    • Legalunmatched
    • Maintain Complianceunmatched
    • Microsoft Officeunmatched
    • Policy Developmentunmatched
    • Process Developmentunmatched
    • Reconciliationunmatched
    • Regulationsunmatched
    • Regulatory Complianceunmatched
    • Retailunmatched
    • Riskunmatched
    • Risk Analysisunmatched
    • Standards Developmentunmatched
    • Stewardshipunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Wealth Managementunmatched

    Description

    About this role:

    Wells Fargo is seeking a Senior Research Analyst - Investment Stewardship and Proxy Voting (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 reporting

    • Develop expertise in third-party vendor platforms and proxy voting infrastructure and administration to ensure proper submission and execution 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, analysis, and proxy voting

    • Demonstrated ability to build successful partnerships with internal investment teams and third-party vendors

    • 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: 

    5 Aug 2026

    *Job posting may come down early due to volume of applicants.

    We Value Equal Opportunity

    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.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

    Drug and Alcohol Policy

     

    Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

    Wells Fargo Recruitment and Hiring Requirements:

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    Numbers & Facts

    LocationSt Louis, Missouri
    IndustryFinancial Services
    Company Size10,000 employees or more
    Year Founded1852

    About Company

    We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

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