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Wells Fargo is seeking a Securities Research Associate
Job Responsibility:
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
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
Requirements:
2+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
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