Corporate Access Analyst, Wells Fargo

Wells Fargo

Location:
United States, New York

Category:
Finance

Contract Type:
Employment contract

Salary:

104000.00 - 168000.00 USD / Year

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Job Description:

This role supports the coordination and delivery of high-impact meetings and events between institutional investors and corporate management teams. Focuses on clients' overall financial needs with consideration for their total relationship with Wells Fargo.

Job Responsibility:

Participate in buying and selling securities on behalf of clients
Determine appropriate course of action by researching product information
Process complex or corrective transactions
Review basic or tactical issues, policies or procedures
Coordinate and execute non-deal roadshows, investor field trips, and other Corporate Access Events
Heavy logistical coordination including hotels, ground transportation, booking venues
Monitor NDR and various event schedules
Track attendance and gather investor feedback post-events
Maintain accurate records in CRM systems
Establish and maintain relationships with Institutional Sales & Trading, Research, Banking, Meeting & Events
Effective management of budgets and expense reconciliation
Provide back up to team on various events and inbound requests

Requirements:

6+ months of Securities Sales experience, or equivalent demonstrated through work experience, training, military experience, education
Bachelor's degree in Finance, Business, Communications, or a related field
Attention to detail with a focus on seamless execution
Highly organized with the ability to juggle multiple events and meet strict deadlines
Effective communication skills
Accessible and responsive always
Collaborative team player with the ability to work independently
Preferred working knowledge of Microsoft Office, BTS/Dealogic, Ipreo, CorpAxe, & CRM
Must take and pass Series 7 and Series 63 exams
Subject to FINRA Background Screening Requirements

Nice to have:

Corporate Access role experience at another sell side firm for at least 2+ years
Working knowledge of BTS/Dealogic, Ipreo, CorpAxe, & CRM

What we offer:

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

Additional Information:

Job Posted:
October 03, 2025

Expiration:
October 03, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Corporate Access Analyst