About this role:Wells Fargo is seeking a Senior Research Consultant to work within Corporate and Investment Banking (CIB) to perform research and analysis to support business enablement and strategy projects and initiatives across various lines of business. This is a hybrid role with some in office expectation. Learn more about our career areas and lines of business at wellsfargojobs.com.
This role encompasses two primary functions. Distribution of time across each will vary depending on changing business needs. In this role, you will:
1. Participate on a centralized team of Research Consultants and Analysts responsible for leveraging third-party market data research in search of relevant content to support business enablement and strategic development efforts across the enterprise; with great emphasis on Corporate & Investment Banking and Commercial Banking as they seek to:
- Understand their clients (i.e., credit/risk assessments, prospecting, market intelligence, relationship & portfolio management, public information books - PIBS)
- Pitch engagements or compete for business (i.e., preparation and pitchbooks)
- Execute deals/transactions (i.e., confidential information memorandums, prospectuses, lender's presentations, advisory, hedges, etc.)
2. Perform secondary research analysis, edit/publish newsletters, and create/compose other forms of value-added content. May independently conduct small-to-medium scale research projects of moderate complexity that are either recurring (tracking) or new/custom, including gathering and analyzing of data (i.e., benchmarking), identifying trends, and producing reports and periodic newsletters
Additional Responsibilities:- Ensure adherence to compliance and legal regulations and policies on all projects managed
- Utilize a variety of online resources to help fulfill all research needs and will serve as a senior member of the team. Examples of complex research requests include industry & market research, M&A data analytics, real estate research, country research, and topical research/studies, all on a global scale
- Support the training, growth and development of junior members of the team (e.g., Research Analysts)
- Regularly consult with clients on clarifying, fine-tuning or narrowing requests to help manage expectations and improve search results. A typical day will consist of reviewing requests, sourcing & screening information, distributing material in a time sensitive manner and/or the fulfillment of special research projects
Required Qualifications:- 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:- Master of Research, MBA, or MLIS
- Knowledge of online sources including but not limited to S&P, Moody's, MergerMarket, Refinitiv, Frost & Sullivan, LexisNexis, CoStar, Euromonitor, and Dunn & Bradstreet
- Intermediate Microsoft Office skills (Outlook, Word, Excel, PowerPoint)
- Demonstrated experience with internet sourcing and various web browsers used for internet searches
- 4+ years of experience performing research in a multinational corporate; or exposure to investment banking, and/or market data
- Experience in researching across a broad range of industries and entities, including consumer products; energy; financial institutions; technology; financial sponsors; healthcare; industrial growth; media & telecom; and private equity with successful results
- Broad knowledge of capital markets deal execution process and standards
- Ability to work in a fast-paced environment with demonstrated ability to coordinate multiple competing tasks and demands, provide high levels of customer service and maintain a professional demeanor
- Strong organizational skills and ability to manage a diverse range of assignments and projects with high efficiency, yet thorough attention to detail and follow through
- Excellent verbal, written, and interpersonal communication skills
- Ability to work effectively, as well as independently, in a team environment
- Ability to work proactively, and demonstrate responsibility, initiative, and accountability
- 1+ year of project management experience
Job Expectations:- Ability to work outside of normal business hours as needed
- Training Period (3-6 months): 9-to-10-hour blocks between 7am - 9pm ET, Monday - Friday; Post Training: TBD
Posting Locations: Charlotte, NC: 550 South Tryon
New York, NY: 30 Hudson Yards
Pay Ranges: Charlotte, NC: $84,000 - $149,400 Annual
New York, NY: $100,800 - $179,200 Annual
Pay RangeReflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$84,000.00 - $179,200.00
Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:18 Mar 2025
* Job posting may come down early due to volume of applicants. We Value DiversityAt Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol PolicyWells 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.
