About this role:

Wells Fargo is seeking a Securities Research Associate

In this role, you will:

• Provide support in the editing and publishing functions within the Global Research and Economics Group in Wells Fargo Securities
• Generate research packet products, post research documents to market data vendors, update and maintain mailing lists, and provide client access to web sites
• Assign reports to Editors and Supervisory Analysts to ensure the most efficient use of resources
• Maintain databases
• Receive direction from leaders
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:

• 2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• At least a BCA/BCS/BSc in Computer Science, MCA in Information Systems, or an equivalent qualification. MBA would be an advantage.
• 3+ years of experience, with minimum three years’ experience in VBA development, automation projects etc.
• Expertise in VBA based macros on Excel, Outlook, Access, Word, PPT, Web Scrapping and other VBA supported applications. Python and Power Bi skills in executed projects
• AI prompting skills is a preferred qualification.
• Advanced Excel skills (i.e. complex formulas, graphs, pivots)
• Ability to normalize complex data; Experience with data analysis and BI reporting.
• Strong communication skills – both verbal and written. Ability to clearly & concisely speak on complex topics, as well as strong business writing skills
• High level of personal motivation, strong interpersonal skills and ability to effectively work across continents
• Must be able to work in a fast-paced production environment and juggle a variety of tasks (time management skills are important)
• Must be comfortable working independently and as part of a team

Job Expectations:

• Process Assessment/Identify the improvement opportunities
• Take up excel based user stories, visualize, design and develop Excel Macros with VBA & Excel Formula skills, Python skills and Power BI dashboards
• Understand business requirement & converting it into technical functional specification
• Project feasibility study and effort estimation
• Solution evaluation and recommendation
• Stakeholder Management Aiding US- and London-based partners in implementing automation solutions to increase efficiency and accuracy of various processes
• Maintaining various databases and various spreadsheets for internal reporting
• Preparing monthly &/or quarterly decks to report

Posting End Date:

*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.