About this role:
Wells Fargo is seeking a Business Execution Consultant within the Global Securities Research group that exists in The Investment Solutions Center of Excellence in the Wealth Investment Management division.
We are seeking a detail-oriented and analytical professional with a strong foundation in securities research and financial analysis. The ideal candidate will have exposure to US capital markets, hands-on experience with leading financial data platforms, and the ability to derive actionable insights from financial data.
In this role, you will:
Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
Determine areas of strength or Business Execution opportunity within defined scope of work
Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
Utilize independent judgment to guide moderate risk deliverables
Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
Collaborate and consult with leaders and executive management
Provide work direction to less experienced Strategy and Execution staff
Conduct in-depth securities research, including equity and fixed-income instruments.
Analyze financial statements, earnings reports, and market trends to support investment decisions.
Develop and maintain financial models, valuation frameworks, and research reports.
Monitor US markets, including economic indicators, sector developments, and company-specific news.
Utilize financial data platforms such as Bloomberg and FactSet to extract, analyze, and interpret data.
Prepare concise summaries, presentations, and insights for stakeholders.
Collaborate with cross-functional teams to support research and strategic initiatives.
Required Qualifications:
2+ 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
Bachelor’s degree in Finance, Economics, Business, or a related field (CFA/FRM progress is a plus).
Proven exposure to securities research and investment analysis.
Strong understanding of US financial markets, instruments, and regulatory environment.
Hands-on experience with tools such as Bloomberg, FactSet, or similar financial research platforms.
Sound understanding of financial analysis, including valuation techniques (DCF, comparable analysis, etc.).
Proficiency in Microsoft Excel and financial modeling.
Strong analytical thinking and problem-solving skills.
Desired Qualifications:
Ability to synthesize complex financial data into actionable insights.
Excellent written and verbal communication skills.
Attention to detail with a high level of accuracy.
Ability to work in a fast-paced, deadline-driven environment.
Posting End Date:
10 Jun 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.
