Senior Research Analyst - Investment Stewardship (Proxy Voting)

Wells Fargo is seeking a Senior Research Analyst to join the Wells Fargo Investment Institute (WFII) within Wealth & Investment Management (WIM).

About the role

In this position, you will help lead efforts to develop proxy voting policies and guidelines in collaboration with Investment, Compliance, Risk, Legal, and Business teams, as well as third-party vendor support.

Responsibilities

• Research and provide recommendations on proxy proposals.
• Work with internal groups and third-party systems to develop and support ongoing proxy voting operations and required reporting.
• Develop expertise in third-party vendor platforms and proxy voting infrastructure to ensure proper submission and execution of proxy votes.
• Develop and implement standardized controls and reconciliation processes to ensure flawless execution and compliance with regulatory and client obligations.
• Oversee and execute processes focused on developing policies and enacting decisions that enhance shareholder value and require strong investment and business policy acumen.

Requirements

• 4+ years of Retail Investment Research experience, or equivalent demonstrated through work experience, training, military experience, or education.

Qualifications

• 2+ years of 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 comply with applicable policy requirements.

Work Location: 2801 North Market Street - St. Louis, MO 63103