Wells Fargo

Senior Research Analyst - Investment Stewardship (Proxy Voting)

Wells Fargo$80K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of Retail Investment Research experience or equivalent via work experience, training, military background, or education.
  • 2+ years of experience in investment stewardship research, analysis, and proxy voting.
  • Strong collaboration skills with internal investment teams and third-party vendors.
  • Proficient in MS Office Suite.
  • Advanced education such as a Master's degree or CFA (Chartered Financial Analyst) is preferred.
  • Effective communication with compliance, risk teams, and external service providers.

Responsibilities

  • Lead development of proxy voting policies and guidelines with various teams and vendors.
  • Research and recommend actions on proxy proposals.
  • Collaborate with internal teams and third-party services for proxy voting operations.
  • Gain expertise in vendor platforms and voting infrastructure for executing proxy votes.
  • Implement standardized controls and reconciliation processes for compliance and operational excellence.
  • Oversee policy development and decision-making to enhance shareholder value.

Benefits

  • Hybrid work schedule available.
  • Opportunity to work within a respected financial institution.
  • Participate in initiatives impacting client interests.
  • Be part of a dynamic team focused on investment stewardship goals.
  • Engage with internal compliance and risk teams for robust governance.
Full Job 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.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

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Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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