Securities Research Associate - Automation and AI Workflow Specialist

Automation- Securities Research Associate

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 directions 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:

• 2+  years of hands‑on experience in automation, analytics, or AI‑assisted workflows. Strong proficiency in Python and Excel VBA for automation. Experience working with GenAI models (OpenAI, Azure OpenAI, or equivalent) and basic prompt engineering. Working knowledge of Power BI/Power Automate or similar automation platforms. Ability to analyze unstructured data and design standardized automation logic. Strong communication skills, both written and verbal. At least a BCA/BCS/BSc in Computer Science, MCA in Information Systems, or an equivalent qualification. MBA would be an advantage

Job Expectations:

• Analyze business processes to identify automation opportunities and translate them into functional requirements.
• Develop and deploy GenAI‑enabled automation solutions using LLMs, prompt engineering, and integration with internal systems.
• Build automation scripts using Python, Excel VBA, Power Automate, and related tools to streamline manual workflows.
• Create, refine, and test prompts and workflows for GenAI platforms to improve accuracy and reliability.
• Collaborate with cross‑functional partners to understand use cases and deliver scalable AI‑driven solutions.
• Prepare documentation, process maps, and user guides for delivered automation tools.
• Monitor performance of automation scripts and GenAI workflows; proactively troubleshoot issues. Support stakeholders in adopting GenAI tools by providing demos, training, and ongoing enhancements.

Posting End Date: 

12 Mar 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.